What Kahn Brothers Bought in Q3 2024
Kahn Brothers Group · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$580.6M
Total Value
53
Holdings
3
New Buys
22
Reduced
In Q3 2024, Kahn Brothers reported 53 long equity positions worth $580.6M in their Kahn Brothers Group 13F filing, including 3 new positions (largest: SEI INVESTMENTS at $356K) and 12 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | C | CITIGROUP | 1186573 | $74.3M | 12.79% | -0.7% |
| 2 | MRK | MERCK | 580488 | $65.9M | 11.35% | -1.9% |
| 3 | BP | BP PLC | 1588880 | $49.9M | 8.59% | -3.1% |
| 4 | NYCB | NEW YORK COMMUNITY | 4207166 | $47.2M | 8.14% | +-65.5% |
| 5 | BAYRY | BAYER AG SPONS ADR | 5159540 | $43.7M | 7.53% | +17.9% |
| 6 | GSK | GSK plc | 1058832 | $43.3M | 7.46% | -14.7% |
| 7 | BMY | Bristol-Myers Squibb | 826108 | $42.7M | 7.36% | -0.1% |
| 8 | DIS | DISNEY | 405445 | $39.0M | 6.72% | +83.5% |
| 9 | OGN | ORGANON | 1835193 | $35.1M | 6.05% | +10.5% |
| 10 | PFE | PFIZER | 997025 | $28.9M | 4.97% | +-0.5% |
| 11 | SEB | SEABOARD CORP | 9034 | $28.3M | 4.88% | -2.1% |
| 12 | AGO | ASSURED GUARANTY | 294985 | $23.5M | 4.04% | -2.0% |
| 13 | PTEN | PATTERSON ENERGY | 2246029 | $17.2M | 2.96% | -3.2% |
| 14 | IDT | IDT CORP CL B | 330228 | $12.6M | 2.17% | -0.4% |
| 15 | GNE | GENIE ENERGY | 289913 | $4.7M | 0.81% | -0.6% |
| 16 | HLNCF | HALEON | 241952 | $2.6M | 0.44% | -1.7% |
| 17 | HOLX | HOLOGIC | 25591 | $2.1M | 0.36% | — |
| 18 | NVS | NOVARTIS ADR | 17581 | $2.0M | 0.35% | — |
| 19 | CSX | CSX | 49820 | $1.7M | 0.30% | — |
| 20 | XOM | EXXON MOBIL | 14326 | $1.7M | 0.29% | — |
| 21 | FRFFF | FAIRFAX FINANCIAL | 1018 | $1.3M | 0.22% | — |
| 22 | WBS-PG | WEBSTER FINL | 21437 | $999K | 0.17% | +3.0% |
| 23 | FBAK | FIRST NATL BK OF ALASKA | 4770 | $975K | 0.17% | — |
| 24 | AR | ANTERO RESOURCES | 30156 | $864K | 0.15% | — |
| 25 | CREUR | CREW ENERGY | 150780 | $801K | 0.14% | +3.4% |
| 26 | MSFT | MICROSOFT | 1839 | $792K | 0.14% | +0.7% |
| 27 | BAC | BANK OF AMERICA | 18576 | $737K | 0.13% | -1.4% |
| 28 | VOXX | VOXX INTERNATIONAL | 103808 | $654K | 0.11% | -94.1% |
| 29 | JPM | JP MORGAN CHASE | 2950 | $622K | 0.11% | -12.1% |
| 30 | AAPL | APPLE INC | 2492 | $581K | 0.10% | — |
| 31 | RFL | RAFAEL HOLDING | 267596 | $519K | 0.09% | -0.4% |
| 32 | VZ | VERIZON | 10846 | $487K | 0.08% | 11.0% |
| 33 | ZDGE | ZEDGE INC. | 110148 | $407K | 0.07% | -0.7% |
| 34 | PEG | PUBLIC SERVICE ENTERPRISE | 4500 | $401K | 0.07% | — |
| 35 | SEIC | SEI INVESTMENTS | 5147 | $356K | 0.06% | NEW |
| 36 | JSM | NAVIENT | 22000 | $343K | 0.06% | — |
| 37 | IBM | IBM | 1508 | $334K | 0.06% | NEW |
| 38 | CI | CIGNA GROUP | 941 | $326K | 0.06% | +97.7% |
| 39 | PEP | PEPSICO | 1900 | $323K | 0.06% | — |
| 40 | PG | PROCTOR & GAMBLE | 1700 | $294K | 0.05% | — |
| 41 | AM | ANTERO MIDSTREAM | 18856 | $284K | 0.05% | +5.9% |
| 42 | PNC | PNC BANK | 1460 | $270K | 0.05% | -16.1% |
| 43 | LWAY | LIFEWAY FOODS | 10000 | $259K | 0.04% | — |
| 44 | PEYUF | PEYTO EXP & DEV | 19807 | $226K | 0.04% | +11.2% |
| 45 | NTPIF | NAM TAI PROPERTY INC F | 84830 | $212K | 0.04% | -0.6% |
| 46 | OBT | ORANGE COUNTY BANCORP | 4000 | $212K | 0.04% | — |
| 47 | DB | DEUTSCHE BANK | 10000 | $173K | 0.03% | NEW |
| 48 | VTRS | VIATRIS | 13623 | $159K | 0.03% | -3.8% |
| 49 | GTX | GARRETT MOTION | 14229 | $116K | 0.02% | +16.4% |
| 50 | PIFYF | PINE CLIFF ENERGY | 129731 | $95K | 0.02% | — |
| 51 | TPHS | TRINITY PLACE HOLDINGS | 1524690 | $61K | 0.01% | -0.1% |
| 52 | IDWM | IDW MEDIA | 63589 | $34K | 0.01% | -0.5% |
| 53 | VRAYQ | VIEWRAY | 353744 | $0 | 0.00% | — |