Fund HoldingsKAHN BROTHERS GROUP INC

Total Portfolio Value
$640.94M
Total Bought
$9.69M
Total Sold
$67.18M
Net Transaction
-$57.49M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PATTERSON ENERGY(PTEN)3,835,4673,639,719-195,74845,91050,3747.86%+4,464
ASSURED GUARANTY(AGO)1,038,9341,022,139-16,79557,97361,8609.65%+3,888
BP PLC(BP)1,842,4911,773,634-68,85765,02168,67610.71%+3,654
CSX(CSX)050,428+50,42801,5510.24%+1,551
SEABOARD CORP(SEB)9,5609,474-8634,04135,5565.55%+1,515
GSK PLC1,263,4581,282,289+18,83145,02946,4837.25%+1,454
SEI INVESTMENTS06,600+6,60003980.06%+398
EXXON MOBIL13,95515,437+1,4821,4971,8150.28%+318
JP MORGAN CHASE3,7755,775+2,0005498370.13%+288
WEBSTER FINL(WBS)106,412106,41204,0174,2900.67%+273
GENIE ENERGY302,064297,512-4,5524,2714,3830.68%+111
BANK OF AMERICA32,48138,073+5,5929321,0420.16%+110
LIFEWAY FOODS10,00010,0000651030.02%+38
CHEVRONTEXACO(CVX)3,2483,24805115480.09%+37
PEYTO EXP & DEV17,80717,80701481800.03%+32
NOVARTIS ADR(NVS)21,57821,57802,1772,1980.34%+21
COMCAST CL A(CCZ)1,4766,272+4,79661650.01%+4
PROCTOR & GAMBLE(PG)1,9002,000+1002892920.05%+3
IDW MEDIA68,01667,352-66444410.01%-4
AT&T(T)6,6356,63501061000.02%-6
VIATRIS(VTRS)71,78268,988-2,7947167090.11%-7
ZEDGE INC.117,785116,434-1,3512642550.04%-9
PEPSICO(PEP)1,9001,90003523220.05%-30
NAVIENT(JSM)23,28623,28604334010.06%-32
NEW YORK COMMUNITY6,352,6726,293,899-58,77371,40471,37211.14%-32
FIRST NATL BK OF ALASKA4,7704,77009358970.14%-38
RAFAEL HOLDING275,236273,210-2,0265755190.08%-56
NAM TAI PROPERTY INC F85,89085,89004724080.06%-64
VERIZON(VZ)13,33512,779-5564954140.06%-81
CREW ENERGY190,780145,780-45,0007846290.10%-155
GLACIER BANCORP(GBCI)4,3200-4,3201800-180
HOPE BANCORP(HOPE)31,0000-31,0002610-261
TRINITY PLACE HOLDINGS1,492,4151,480,940-11,4758065400.08%-265
ORGANON(OGN)59,79851,346-8,4521,2448920.14%-352
HOLOGIC30,03528,491-1,5442,4321,9770.31%-455
VIEWRAY2,048,5472,046,547-2,000721170.00%-704
BLACKBERRY(BB)1,406,2451,380,056-26,1897,7766,5001.01%-1,276
IDT CORP CL B(IDT)353,115349,063-4,0529,1287,6961.20%-1,432
HALEON(HLN)1,270,4381,032,464-237,97410,6468,6001.34%-2,046
PFIZER(PFE)1,066,0911,055,759-10,33239,10535,0205.46%-4,085
CITIGROUP(C)1,206,8061,215,684+8,87855,56250,0017.80%-5,560
MBIA4,838,4954,809,384-29,11141,80534,6755.41%-7,129
MERCK(MRK)648,671638,793-9,87874,85065,76410.26%-9,086
BRISTOL MYERS SQUIBB(BMY)871,244851,699-19,54561,32249,4507.72%-11,872
VOXX INTERNATIONAL2,924,1662,892,612-31,55437,15423,0913.60%-14,063
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