What Kahn Brothers Bought in Q2 2025
Kahn Brothers Group · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$747.3M
Total Value
50
Holdings
7
New Buys
16
Reduced
In Q2 2025, Kahn Brothers reported 50 long equity positions worth $747.3M in their Kahn Brothers Group 13F filing, including 7 new positions (largest: PINE CLIFF ENERGY LTD COM at $244.7M) and 13 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | PIFYF | PINE CLIFF ENERGY LTD COM | 530000 | $244.7M | 32.75% | NEW |
| 2 | C | CITIGROUP INC | 886688 | $75.5M | 10.10% | +1.1% |
| 3 | BAYRY | BAYER AG SPONS ADR | 6728903 | $50.7M | 6.79% | +2.4% |
| 4 | DIS | WALT DISNEY | 392450 | $48.7M | 6.51% | +12.7% |
| 5 | FLG | FLAGSTAR FINANCIAL, INC. | 4321165 | $45.8M | 6.13% | +2.5% |
| 6 | MRK | MERCK & CO. INC. | 490465 | $38.8M | 5.20% | -0.4% |
| 7 | BP | BP PLC | 1129372 | $33.8M | 4.52% | -1.8% |
| 8 | OGN | ORGANON & CO | 3490150 | $33.8M | 4.52% | +40.0% |
| 9 | IDT | IDT CORP CLASS B | 396564 | $27.1M | 3.63% | +8.5% |
| 10 | BMY | Bristol-Myers Squibb | 550683 | $25.5M | 3.41% | -7.8% |
| 11 | GSK | GSK plc | 659872 | $25.3M | 3.39% | NEW |
| 12 | SEB | SEABOARD CORP | 8623 | $24.7M | 3.30% | -2.3% |
| 13 | PFE | PFIZER | 730989 | $17.7M | 2.37% | -0.6% |
| 14 | PTEN | PATTERSON UTI ENERGY | 1917660 | $11.4M | 1.52% | -1.0% |
| 15 | TPHS | TRINITY PL HLDGS INC | 166999 | $6.7M | 0.89% | NEW |
| 16 | GOOG | ALPHABET INC CLASS C | 71091 | $6.6M | 0.88% | NEW |
| 17 | GNE | GENIE ENERGY LTD CLASS B | 198999 | $5.3M | 0.72% | -1.8% |
| 18 | AGO | ASSURED GUARANTY LTD F | 43986 | $3.8M | 0.51% | +-76.3% |
| 19 | NVS | NOVARTIS AG SPONSORED ADR | 18471 | $2.2M | 0.30% | -15.7% |
| 20 | XOM | EXXONMOBIL | 19143 | $2.1M | 0.28% | +38.5% |
| 21 | WBS-PG | WEBSTER FINL CO | 30089 | $1.6M | 0.22% | -6.7% |
| 22 | FBAK | FIRST NATL BK ALASKA COM | 6290 | $1.6M | 0.22% | — |
| 23 | TRMLF | TOURMALINE OIL CORP COM | 27959 | $1.3M | 0.18% | +62.5% |
| 24 | CSX | CSX CORP COM | 40731 | $1.3M | 0.18% | -16.4% |
| 25 | HLNCF | HALEON PLC | 118437 | $1.2M | 0.16% | -35.7% |
| 26 | AR | ANTERO RES CORP COM | 24906 | $1.0M | 0.13% | — |
| 27 | MSFT | MICROSOFT | 1905 | $948K | 0.13% | +3.6% |
| 28 | JPM | JPMORGAN CHASE | 2775 | $804K | 0.11% | NEW |
| 29 | AAPL | APPLE INC COM | 2992 | $614K | 0.08% | +7.2% |
| 30 | SEIC | SEI INVT CO PA PV $0.01 | 6596 | $593K | 0.08% | — |
| 31 | BAC | BANK OF AMERICA CORP | 11887 | $562K | 0.08% | -31.2% |
| 32 | PEYUF | PEYTO EXPL & DEV CORP NEW COM | 32307 | $461K | 0.06% | +63.1% |
| 33 | IBM | INTL BUSINESS MACHINES | 1508 | $445K | 0.06% | — |
| 34 | AM | ANTERO MIDSTREAM CORP COM | 18856 | $357K | 0.05% | — |
| 35 | ZDGE | ZEDGE INC CLASS B | 84781 | $340K | 0.05% | -1.0% |
| 36 | VZ | VERIZON | 7715 | $334K | 0.04% | -1.9% |
| 37 | PEG | PUBLIC SVC ENTERPRISE GROUP INC COM | 3624 | $305K | 0.04% | -17.1% |
| 38 | CVX | CHEVRON CORP. | 2053 | $294K | 0.04% | — |
| 39 | DB | DEUTSCHE BANK AG NAMEN AKT | 10000 | $293K | 0.04% | — |
| 40 | JSM | NAVIENT CORP | 20600 | $290K | 0.04% | — |
| 41 | PG | PROCTER & GAMBLE | 1767 | $282K | 0.04% | +3.9% |
| 42 | PNC | PNC FINL SVCS GROUP INC COM | 1497 | $279K | 0.04% | — |
| 43 | RFL | RAFAEL HOLDINGS INC CLASS B | 161032 | $279K | 0.04% | -0.8% |
| 44 | WRLC | WINDROCK LTD CO | 569 | $259K | 0.03% | — |
| 45 | PEP | PEPSICO INC COM | 1800 | $238K | 0.03% | — |
| 46 | CMCSA | Comcast Corporation | 6380 | $228K | 0.03% | NEW |
| 47 | BX | BLACKSTONE INC COM | 1500 | $224K | 0.03% | — |
| 48 | OBT | ORANGE CNTY BANCORP INC COM | 8000 | $207K | 0.03% | NEW |
| 49 | AIG | AMERICAN INTL GROUP INC COM NEW | 2349 | $201K | 0.03% | — |
| 50 | FRFFF | FAIRFAX FINL HLDGS LTD SUB VTG | 1018 | $2K | 0.00% | — |