Fund HoldingsKAHN BROTHERS GROUP INC

Total Portfolio Value
$494.45M
Total Bought
$56.58M
Total Sold
$37.94M
Net Transaction
+$18.64M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BAYER AG SPONS ADR4,506,2236,573,693+2,067,47021,99039,5748.00%+17,584
FLAGSTAR FINL INC(FLG)3,559,7014,216,986+657,28533,21249,0019.91%+15,789
ORGANON(OGN)1,567,2732,493,384+926,11123,38337,1267.51%+13,743
IDT CORP CL B(IDT)238,881365,536+126,65511,35118,7563.79%+7,405
BP PLC(BP)1,192,0301,149,967-42,06335,23738,8587.86%+3,621
GSK PLC884,708822,227-62,48129,92131,8536.44%+1,932
SEABOARD CORP(SEB)9,0188,825-19321,91023,8024.81%+1,891
NOVARTIS ADR(NVS)21,18121,909+7282,0612,4430.49%+382
CAPITAL ONE FINL(COF)01,971+1,97103530.07%+353
CHEVRON CORP(CVX)02,053+2,05303430.07%+343
WINDROCK LD CO0569+56902590.05%+259
WEYCO GROUP INC07,197+7,19702190.04%+219
BLACKSTONE INC(BX)01,500+1,50002100.04%+210
AMERICAN INTL GROUP02,349+2,34902040.04%+204
EXXON MOBIL13,97413,818-1561,5031,6430.33%+140
SEI INVESTMENTS(SEIC)5,1476,596+1,4494255120.10%+87
DEUTSCHE BANK
NAMEN AKT
10,00010,00001702380.05%+68
FAIRFAX FINANCIAL(FRFFF)1,0181,01801,4161,4710.30%+55
ANTERO MIDSTREAM(AM)18,85618,85602853390.07%+54
IBM(IBM)1,5081,50803313750.08%+44
NAM TAI PROPERTY INC F36,04036,04001712040.04%+33
CIGNA GROUP(CI)884841-432442770.06%+33
TOURMANLINE OIL CORP(TRMLF)17,30817,209-998018300.17%+29
RAFAEL HOLDING167,461162,292-5,1692773030.06%+27
PEYTO EXP & DEV19,80719,80702362510.05%+15
FIRST NATL BK OF ALASKA6,2906,29001,4671,4730.30%+6
PROCTOR & GAMBLE(PG)1,7001,70002852900.06%+5
VIEWRAY353,744353,7440000
IDW MEDIA38,49836,419-2,07911110.00%-0
JP MORGAN CHASE2,9502,865-857077030.14%-4
LIFEWAY FOODS10,00010,00002482440.05%-4
PEPSICO(PEP)1,8001,80002742700.05%-4
TRINITY PLACE HOLDINGS604,418591,466-12,95240290.01%-11
GARRETT MOTION(GTX)13,21812,318-9001191030.02%-16
PUBLIC SERVICE ENTERPRISE(PEG)4,5244,374-1503823600.07%-22
NAVIENT(JSM)22,00020,600-1,4002922600.05%-32
HALEON(HLN)203,033184,309-18,7241,9371,8960.38%-40
ANTERO RESOURCES(AR)30,15624,906-5,2501,0571,0070.20%-50
PNC BANK(PNC)1,6731,497-1763232630.05%-60
ZEDGE INC.89,06585,621-3,4442612000.04%-61
MBIA10,6000-10,600680-68
APPLE INC(AAPL)2,7922,79206996200.13%-79
MICROSOFT(MSFT)1,8391,83907756910.14%-85
VERIZON(VZ)11,4767,863-3,6134593570.07%-102
WEBSTER FINL(WBS)32,49632,254-2421,7941,6630.34%-131
BANK OF AMERICA19,43017,275-2,1558547210.15%-133
CSX(CSX)49,82048,731-1,0891,6081,4340.29%-174
ORANGE COUNTY BANCORP4,0000-4,0002220-222
GENIE ENERGY216,944202,608-14,3363,3823,0490.62%-333
PATTERSON ENERGY(PTEN)1,996,3711,937,260-59,11116,49015,9253.22%-565
VOXX INTERNATIONAL114,6760-114,6768460-846
HOLOGIC29,59119,757-9,8342,1341,2210.25%-913
PFIZER(PFE)761,090735,189-25,90120,19218,6303.77%-1,562
CITIGROUP(C)906,779876,803-29,97663,82862,24412.59%-1,584
BRISTOL MYERS SQUIBB(BMY)690,252597,428-92,82439,04136,4377.37%-2,603
DISNEY(DIS)353,026348,175-4,85139,30934,3656.95%-4,944
MERCK(MRK)508,908492,275-16,63350,62744,1878.94%-6,440
ASSURED GUARANTY(AGO)285,573185,631-99,94225,70416,3553.31%-9,350
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