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KAHN BROTHERS GROUP INC

2 followers ยท
NEW YORK NY
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Kahn Brothers Group is based out of New York. Their last reported 13F filing for Q1 2025 included $494,450,436 in managed 13F securities and a top 10 holdings concentration of 80.38%. Kahn Brothers Group's largest holding is Citigroup, Inc with shares held of 876,803. Whalewisdom has at least 107 13F filings, 7 13D filings, and 84 13G filings

2025-03-31

Top Buys (13F)

Name % Change
BAYRY Bayer AG Sponsored A 3.23%
FLG Flagstar Financial I 2.7%
OGN Organon & Co 2.43%
IDT IDT Corp. 1.33%
COF Capital One Financia 0.07%

2025-03-31

Top Sells (13F)

2025-03-31

13F Holdings Summary

Name $ Change
C Citigroup, Inc 12.59%
FLG Flagstar Financial I 9.91%
MRK Merck & Co Inc 8.94%
BAYRY Bayer AG Sponsored A 8%
BP BP plc 7.86%

2025-03-31

13F Activity

Market Value $494m, Prior: $460m
Inflows (Outflows) as % of Total MV +3.0238%
New Purchases 6 stocks
Added To 6 stocks
Sold out of 3 stocks
Reduced holdings in 30 stocks
Top 10 Holdings % 80.38%
Turnover %[1] 15.52%
Turnover Alt %[2] 5.34%
Time Held Top 20 32.25 quarters
Time Held Top 10 25.3 quarters
Time Held All 30.58 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31

13F Sector Allocation Over Time

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2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance