What Kahn Brothers Bought in Q1 2025
Kahn Brothers Group · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$533.2M
Total Value
55
Holdings
6
New Buys
29
Reduced
In Q1 2025, Kahn Brothers reported 55 long equity positions worth $533.2M in their Kahn Brothers Group 13F filing, including 6 new positions (largest: Capital One Financial at $353K) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | C | CITIGROUP | 876803 | $62.2M | 11.67% | -3.3% |
| 2 | FLG | FLAGSTAR FINL INC | 4216986 | $49.0M | 9.19% | +18.5% |
| 3 | MRK | MERCK | 492275 | $44.2M | 8.29% | -3.3% |
| 4 | BAYRY | BAYER AG SPONS ADR | 6573693 | $39.6M | 7.42% | +45.9% |
| 5 | BP | BP PLC | 1149967 | $38.9M | 7.29% | -3.5% |
| 6 | OGN | ORGANON | 2493384 | $37.1M | 6.96% | +59.1% |
| 7 | BMY | Bristol-Myers Squibb | 597428 | $36.4M | 6.83% | -13.4% |
| 8 | DIS | DISNEY | 348175 | $34.4M | 6.44% | -1.4% |
| 9 | GSK | GSK plc | 822227 | $31.9M | 5.97% | -7.1% |
| 10 | TPHS | TRINITY PLACE HOLDINGS | 591466 | $29.0M | 5.43% | -2.1% |
| 11 | SEB | SEABOARD CORP | 8825 | $23.8M | 4.46% | -2.1% |
| 12 | IDT | IDT CORP CL B | 365536 | $18.8M | 3.52% | +53.0% |
| 13 | PFE | PFIZER | 735189 | $18.6M | 3.49% | -3.4% |
| 14 | AGO | ASSURED GUARANTY | 185631 | $16.4M | 3.07% | -35.0% |
| 15 | PTEN | PATTERSON ENERGY | 1937260 | $15.9M | 2.99% | -3.0% |
| 16 | IDWM | IDW MEDIA | 36419 | $11.3M | 2.12% | -5.4% |
| 17 | GNE | GENIE ENERGY | 202608 | $3.0M | 0.57% | -6.6% |
| 18 | NVS | NOVARTIS ADR | 21909 | $2.4M | 0.46% | +3.4% |
| 19 | HLNCF | HALEON | 184309 | $1.9M | 0.36% | -9.2% |
| 20 | WBS-PG | WEBSTER FINL | 32254 | $1.7M | 0.31% | -0.7% |
| 21 | XOM | EXXON MOBIL | 13818 | $1.6M | 0.31% | -1.1% |
| 22 | FBAK | FIRST NATL BK OF ALASKA | 6290 | $1.5M | 0.28% | — |
| 23 | CSX | CSX | 48731 | $1.4M | 0.27% | -2.2% |
| 24 | HOLX | HOLOGIC | 19757 | $1.2M | 0.23% | -33.2% |
| 25 | AR | ANTERO RESOURCES | 24906 | $1.0M | 0.19% | -17.4% |
| 26 | TRMLF | TOURMANLINE OIL CORP | 17209 | $830K | 0.16% | -0.6% |
| 27 | BAC | BANK OF AMERICA | 17275 | $721K | 0.14% | -11.1% |
| 28 | JPM | JP MORGAN CHASE | 2865 | $703K | 0.13% | -2.9% |
| 29 | MSFT | MICROSOFT | 1839 | $691K | 0.13% | — |
| 30 | AAPL | APPLE INC | 2792 | $620K | 0.12% | — |
| 31 | SEIC | SEI INVESTMENTS | 6596 | $512K | 0.10% | +28.2% |
| 32 | IBM | IBM | 1508 | $375K | 0.07% | — |
| 33 | PEG | PUBLIC SERVICE ENTERPRISE | 4374 | $360K | 0.07% | -3.3% |
| 34 | VZ | VERIZON | 7863 | $357K | 0.07% | +-31.5% |
| 35 | COF | Capital One Financial | 1971 | $353K | 0.07% | NEW |
| 36 | CVX | CHEVRON CORP | 2053 | $343K | 0.06% | NEW |
| 37 | AM | ANTERO MIDSTREAM | 18856 | $339K | 0.06% | — |
| 38 | RFL | RAFAEL HOLDING | 162292 | $303K | 0.06% | -3.1% |
| 39 | PG | PROCTOR & GAMBLE | 1700 | $290K | 0.05% | — |
| 40 | CI | CIGNA GROUP | 841 | $277K | 0.05% | -4.9% |
| 41 | PEP | PEPSICO | 1800 | $270K | 0.05% | — |
| 42 | PNC | PNC BANK | 1497 | $263K | 0.05% | -10.5% |
| 43 | JSM | NAVIENT | 20600 | $260K | 0.05% | -6.4% |
| 44 | WRLC | WINDROCK LD CO | 569 | $259K | 0.05% | NEW |
| 45 | PEYUF | PEYTO EXP & DEV | 19807 | $251K | 0.05% | — |
| 46 | LWAY | LIFEWAY FOODS | 10000 | $244K | 0.05% | — |
| 47 | DB | DEUTSCHE BANK | 10000 | $238K | 0.04% | — |
| 48 | WEYS | WEYCO GROUP INC | 7197 | $219K | 0.04% | NEW |
| 49 | BX | BLACKSTONE INC | 1500 | $210K | 0.04% | NEW |
| 50 | NTPIF | NAM TAI PROPERTY INC F | 36040 | $204K | 0.04% | — |
| 51 | AIG | AMERICAN INTL GROUP | 2349 | $204K | 0.04% | NEW |
| 52 | ZDGE | ZEDGE INC. | 85621 | $200K | 0.04% | -3.9% |
| 53 | GTX | GARRETT MOTION | 12318 | $103K | 0.02% | -6.8% |
| 54 | FRFFF | FAIRFAX FINANCIAL | 1018 | $1K | 0.00% | — |
| 55 | VRAYQ | VIEWRAY | 353744 | $0 | 0.00% | — |