What Kahn Brothers Bought in Q4 2024
Kahn Brothers Group · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$510.7M
Total Value
52
Holdings
3
New Buys
20
Reduced
In Q4 2024, Kahn Brothers reported 52 long equity positions worth $510.7M in their Kahn Brothers Group 13F filing, including 3 new positions (largest: FLAGSTAR FINL INC at $33.2M) and 14 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | C | CITIGROUP | 906779 | $63.8M | 12.50% | +-23.6% |
| 2 | MRK | MERCK | 508908 | $50.6M | 9.91% | -12.3% |
| 3 | TPHS | TRINITY PLACE HOLDINGS | 604418 | $40.3M | 7.90% | +-60.4% |
| 4 | DIS | DISNEY | 353026 | $39.3M | 7.70% | -12.9% |
| 5 | BMY | Bristol-Myers Squibb | 690252 | $39.0M | 7.64% | -16.4% |
| 6 | BP | BP PLC | 1192030 | $35.2M | 6.90% | -25.0% |
| 7 | FLG | FLAGSTAR FINL INC | 3559701 | $33.2M | 6.50% | NEW |
| 8 | GSK | GSK plc | 884708 | $29.9M | 5.86% | +-16.4% |
| 9 | AGO | ASSURED GUARANTY | 285573 | $25.7M | 5.03% | -3.2% |
| 10 | OGN | ORGANON | 1567273 | $23.4M | 4.58% | -14.6% |
| 11 | BAYRY | BAYER AG SPONS ADR | 4506223 | $22.0M | 4.31% | -12.7% |
| 12 | SEB | SEABOARD CORP | 9018 | $21.9M | 4.29% | -0.2% |
| 13 | PFE | PFIZER | 761090 | $20.2M | 3.95% | -23.7% |
| 14 | PTEN | PATTERSON ENERGY | 1996371 | $16.5M | 3.23% | -11.1% |
| 15 | IDWM | IDW MEDIA | 38498 | $11.5M | 2.25% | -39.5% |
| 16 | IDT | IDT CORP CL B | 238881 | $11.4M | 2.22% | -27.7% |
| 17 | GNE | GENIE ENERGY | 216944 | $3.4M | 0.66% | -25.2% |
| 18 | HOLX | HOLOGIC | 29591 | $2.1M | 0.42% | +15.6% |
| 19 | NVS | NOVARTIS ADR | 21181 | $2.1M | 0.40% | +20.5% |
| 20 | HLNCF | HALEON | 203033 | $1.9M | 0.38% | -16.1% |
| 21 | WBS-PG | WEBSTER FINL | 32496 | $1.8M | 0.35% | +51.6% |
| 22 | CSX | CSX | 49820 | $1.6M | 0.31% | — |
| 23 | XOM | EXXON MOBIL | 13974 | $1.5M | 0.29% | -2.5% |
| 24 | FBAK | FIRST NATL BK OF ALASKA | 6290 | $1.5M | 0.29% | +31.9% |
| 25 | AR | ANTERO RESOURCES | 30156 | $1.1M | 0.21% | — |
| 26 | BAC | BANK OF AMERICA | 19430 | $854K | 0.17% | +4.6% |
| 27 | VOXX | VOXX INTERNATIONAL | 114676 | $846K | 0.17% | +10.5% |
| 28 | TRMLF | TOURMANLINE OIL CORP | 17308 | $801K | 0.16% | NEW |
| 29 | MSFT | MICROSOFT | 1839 | $775K | 0.15% | — |
| 30 | JPM | JP MORGAN CHASE | 2950 | $707K | 0.14% | — |
| 31 | AAPL | APPLE INC | 2792 | $699K | 0.14% | +12.0% |
| 32 | VZ | VERIZON | 11476 | $459K | 0.09% | +5.8% |
| 33 | SEIC | SEI INVESTMENTS | 5147 | $425K | 0.08% | — |
| 34 | PEG | PUBLIC SERVICE ENTERPRISE | 4524 | $382K | 0.07% | +0.5% |
| 35 | IBM | IBM | 1508 | $331K | 0.06% | — |
| 36 | PNC | PNC BANK | 1673 | $323K | 0.06% | +14.6% |
| 37 | JSM | NAVIENT | 22000 | $292K | 0.06% | — |
| 38 | PG | PROCTOR & GAMBLE | 1700 | $285K | 0.06% | — |
| 39 | AM | ANTERO MIDSTREAM | 18856 | $285K | 0.06% | — |
| 40 | RFL | RAFAEL HOLDING | 167461 | $277K | 0.05% | -37.4% |
| 41 | PEP | PEPSICO | 1800 | $274K | 0.05% | -5.3% |
| 42 | ZDGE | ZEDGE INC. | 89065 | $261K | 0.05% | +-19.1% |
| 43 | LWAY | LIFEWAY FOODS | 10000 | $248K | 0.05% | — |
| 44 | CI | CIGNA GROUP | 884 | $244K | 0.05% | -6.1% |
| 45 | PEYUF | PEYTO EXP & DEV | 19807 | $236K | 0.05% | — |
| 46 | OBT | ORANGE COUNTY BANCORP | 4000 | $222K | 0.04% | — |
| 47 | NTPIF | NAM TAI PROPERTY INC F | 36040 | $171K | 0.03% | -57.5% |
| 48 | DB | DEUTSCHE BANK | 10000 | $170K | 0.03% | — |
| 49 | GTX | GARRETT MOTION | 13218 | $119K | 0.02% | -7.1% |
| 50 | MBI | MBIA | 10600 | $68K | 0.01% | NEW |
| 51 | FRFFF | FAIRFAX FINANCIAL | 1018 | $1K | 0.00% | — |
| 52 | VRAYQ | VIEWRAY | 353744 | $0 | 0.00% | — |