What Kahn Brothers Bought in Q3 2025
Kahn Brothers Group · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$765.3M
Total Value
53
Holdings
5
New Buys
27
Reduced
In Q3 2025, Kahn Brothers reported 53 long equity positions worth $765.3M in their Kahn Brothers Group 13F filing, including 5 new positions (largest: Seaport Entertainment Group at $13.4M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | PIFYF | PINE CLIFF ENERGY LTD COM | 520000 | $235.5M | 30.77% | -1.9% |
| 2 | C | CITIGROUP INC | 876660 | $89.0M | 11.63% | -1.1% |
| 3 | BAYRY | BAYER AG SPONS ADR | 6787253 | $56.3M | 7.35% | +0.9% |
| 4 | FLG | FLAGSTAR FINANCIAL, INC. | 4296752 | $49.6M | 6.49% | -0.6% |
| 5 | DIS | WALT DISNEY | 394524 | $45.2M | 5.90% | +0.5% |
| 6 | OGN | ORGANON & CO | 3616845 | $38.6M | 5.05% | +3.6% |
| 7 | BP | BP PLC F SPONSORED ADR | 1085607 | $37.4M | 4.89% | -3.9% |
| 8 | MRK | MERCK & CO. INC. | 433750 | $36.4M | 4.76% | -11.6% |
| 9 | GOOG | ALPHABET INC CLASS C | 134722 | $32.8M | 4.29% | 89.5% |
| 10 | SEB | SEABOARD CORP | 7724 | $28.2M | 3.68% | -10.4% |
| 11 | IDT | IDT CORP CLASS B | 392357 | $20.5M | 2.68% | -1.1% |
| 12 | PFE | PFIZER | 707144 | $18.0M | 2.35% | -3.3% |
| 13 | SEG | Seaport Entertainment Group | 583364 | $13.4M | 1.75% | NEW |
| 14 | BMY | Bristol-Myers Squibb | 272334 | $12.3M | 1.60% | -50.5% |
| 15 | GSK | GSK plc | 260837 | $11.3M | 1.47% | -60.5% |
| 16 | PTEN | PATTERSON UTI ENERGY | 1885460 | $9.8M | 1.28% | -1.7% |
| 17 | MBI | M B I A INC | 1029794 | $7.7M | 1.00% | NEW |
| 18 | GNE | GENIE ENERGY LTD CLASS B | 191872 | $2.9M | 0.37% | -3.6% |
| 19 | XOM | EXXONMOBIL | 17943 | $2.0M | 0.26% | -6.3% |
| 20 | NVS | NOVARTIS AG SPONSORED ADR | 14326 | $1.8M | 0.24% | -22.4% |
| 21 | WBS-PG | WEBSTER FINL CO | 30173 | $1.8M | 0.23% | +0.3% |
| 22 | CSX | CSX CORP COM | 40731 | $1.4M | 0.19% | — |
| 23 | FBAK | FIRST NATL BK ALASKA COM | 4990 | $1.4M | 0.18% | -20.7% |
| 24 | TRMLF | TOURMALINE OIL CORP COM | 24409 | $1.1M | 0.14% | -12.7% |
| 25 | MSFT | MICROSOFT | 1905 | $987K | 0.13% | — |
| 26 | JPM | JPMORGAN CHASE | 2668 | $842K | 0.11% | -3.9% |
| 27 | AAPL | APPLE INC COM | 2992 | $762K | 0.10% | — |
| 28 | HLNCF | HALEON PLC F SPONSORED ADR | 68027 | $610K | 0.08% | +-42.6% |
| 29 | AR | ANTERO RES CORP COM | 17842 | $599K | 0.08% | -28.4% |
| 30 | BAC | BANK OF AMERICA CORP | 11126 | $574K | 0.08% | -6.4% |
| 31 | SEIC | SEI INVT CO PA PV $0.01 | 6596 | $560K | 0.07% | — |
| 32 | IBM | INTL BUSINESS MACHINES (IBM CSUS) | 1508 | $425K | 0.06% | — |
| 33 | PEYUF | PEYTO EXPL & DEV CORP NEW COM | 31857 | $415K | 0.05% | -1.4% |
| 34 | AXP | AMERICAN EXPRESS CO COM | 1150 | $382K | 0.05% | NEW |
| 35 | AM | ANTERO MIDSTREAM CORP COM | 18856 | $367K | 0.05% | — |
| 36 | DB | DEUTSCHE BANK AG NAMEN AKT | 10000 | $354K | 0.05% | — |
| 37 | NVDA | NVIDIA CORP COM | 1740 | $325K | 0.04% | NEW |
| 38 | VZ | VERIZON | 7237 | $318K | 0.04% | -6.2% |
| 39 | CVX | CHEVRON CORP. | 2003 | $311K | 0.04% | -2.4% |
| 40 | PEG | PUBLIC SVC ENTERPRISE GROUP INC COM | 3624 | $302K | 0.04% | — |
| 41 | PNC | PNC FINL SVCS GROUP INC COM | 1457 | $293K | 0.04% | -2.7% |
| 42 | PG | PROCTER & GAMBLE | 1767 | $271K | 0.04% | — |
| 43 | JSM | NAVIENT CORP | 20600 | $271K | 0.04% | — |
| 44 | BX | BLACKSTONE INC COM | 1500 | $256K | 0.03% | — |
| 45 | WRLC | WINDROCK LTD CO | 569 | $253K | 0.03% | — |
| 46 | PEP | PEPSICO INC COM | 1800 | $253K | 0.03% | — |
| 47 | ZDGE | ZEDGE INC 00500 CLASS B | 82904 | $241K | 0.03% | -2.2% |
| 48 | BN | BROOKFIELD CORP VTG SHS CL A | 3380 | $232K | 0.03% | NEW |
| 49 | AGO | ASSURED GUARANTY LTD F | 2590 | $219K | 0.03% | -94.1% |
| 50 | RFL | RAFAEL HOLDINGS INC CLASS B | 158674 | $216K | 0.03% | -1.5% |
| 51 | OBT | ORANGE CNTY BANCORP INC COM | 8000 | $202K | 0.03% | — |
| 52 | CMCSA | Comcast Corporation | 6380 | $200K | 0.03% | — |
| 53 | FRFFF | FAIRFAX FINL HLDGS LTD SUB VTG | 1018 | $2K | 0.00% | — |