Kahn Brothers 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Kahn Brothers disclosed 53 US equity positions worth $531.8m in its Q3 2025 13F filing. The largest position was C at 16.7% of the reported book, followed by BAYER AG SPONS ADR and FLAGSTAR FINANCIAL, INC.. Against the Q2 2025 filing, it opened 5 new positions, added to 4 and reduced 26 among the top 50 holdings.
What did Kahn Brothers own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | C CITIGROUP INC | Financial Services | 16.7% | $89.0m | 876,660 | -1% | reduced |
| 2 | BAYER AG SPONS ADR | 10.6% | $56.3m | 6,787,253 | 1% | added | |
| 3 | FLAGSTAR FINANCIAL, INC. | 9.3% | $49.6m | 4,296,752 | -1% | reduced | |
| 4 | DIS WALT DISNEY | Communication Services | 8.5% | $45.2m | 394,524 | 1% | added |
| 5 | OGN ORGANON & CO | Healthcare | 7.3% | $38.6m | 3,616,845 | 4% | added |
| 6 | BP BP PLC F SPONSORED ADR | Energy | 7.0% | $37.4m | 1,085,607 | -4% | reduced |
| 7 | MRK MERCK & CO. INC. | Healthcare | 6.8% | $36.4m | 433,750 | -12% | reduced |
| 8 | GOOG ALPHABET INC CLASS C | Communication Services | 6.2% | $32.8m | 134,722 | 90% | added |
| 9 | SEB SEABOARD CORP | Industrials | 5.3% | $28.2m | 7,724 | -10% | reduced |
| 10 | IDT IDT CORP CLASS B | Communication Services | 3.9% | $20.5m | 392,357 | -1% | reduced |
| 11 | PFE PFIZER | Healthcare | 3.4% | $18.0m | 707,144 | -3% | reduced |
| 12 | SEAPORT ENTMT GROUP INC COM | 2.5% | $13.4m | 583,364 | – | new | |
| 13 | BMY BRISTOL-MYERS SQUIBB | Healthcare | 2.3% | $12.3m | 272,334 | -51% | reduced |
| 14 | GSK GSK PLC ADR F SPONSORED ADR | Healthcare | 2.1% | $11.3m | 260,837 | -60% | reduced |
| 15 | PTEN PATTERSON UTI ENERGY | Energy | 1.8% | $9.8m | 1,885,460 | -2% | reduced |
| 16 | MBI M B I A INC | Financial Services | 1.4% | $7.7m | 1,029,794 | – | new |
| 17 | GNE GENIE ENERGY LTD CLASS B | Utilities | 0.5% | $2.9m | 191,872 | -4% | reduced |
| 18 | EXMOC EXXONMOBIL | 0.4% | $2.0m | 17,943 | -6% | reduced | |
| 19 | NVS NOVARTIS AG SPONSORED ADR | Healthcare | 0.3% | $1.8m | 14,326 | -22% | reduced |
| 20 | WED WEBSTER FINL CO | 0.3% | $1.8m | 30,173 | 0% | held | |
| 21 | FAIRFAX FINL HLDGS LTD SUB VTG | 0.3% | $1.8m | 1,018 | 0% | held | |
| 22 | CSX CSX CORP COM | Industrials | 0.3% | $1.4m | 40,731 | 0% | held |
| 23 | FIRST NATL BK ALASKA COM | 0.3% | $1.4m | 4,990 | -21% | reduced | |
| 24 | TOURMALINE OIL CORP COM | 0.2% | $1.1m | 24,409 | -13% | reduced | |
| 25 | MSFT MICROSOFT | Technology | 0.2% | $986.7k | 1,905 | 0% | held |
| 26 | JPM JPMORGAN CHASE | Financial Services | 0.2% | $841.6k | 2,668 | -4% | reduced |
| 27 | AAPL APPLE INC COM | Technology | 0.1% | $761.9k | 2,992 | 0% | held |
| 28 | HLN HALEON PLC F SPONSORED ADR | Healthcare | 0.1% | $610.2k | 68,027 | -43% | reduced |
| 29 | AR ANTERO RES CORP COM | Energy | 0.1% | $598.8k | 17,842 | -28% | reduced |
| 30 | BAC BANK OF AMERICA CORP | Financial Services | 0.1% | $574.0k | 11,126 | -6% | reduced |
| 31 | SEIC SEI INVT CO PA PV $0.01 | Financial Services | 0.1% | $559.7k | 6,596 | 0% | held |
| 32 | IBM INTL BUSINESS MACHINES (IBM CSUS) | Technology | 0.1% | $425.5k | 1,508 | 0% | held |
| 33 | PEYTO EXPL & DEV CORP NEW COM | 0.1% | $415.2k | 31,857 | -1% | reduced | |
| 34 | AXP AMERICAN EXPRESS CO COM | Financial Services | 0.1% | $382.0k | 1,150 | – | new |
| 35 | AM ANTERO MIDSTREAM CORP COM | Energy | 0.1% | $366.6k | 18,856 | 0% | held |
| 36 | DEUTSCHE BANK AG NAMEN AKT | 0.1% | $354.1k | 10,000 | 0% | held | |
| 37 | NVDA NVIDIA CORP COM | Technology | 0.1% | $324.8k | 1,740 | – | new |
| 38 | VZ VERIZON | Communication Services | 0.1% | $318.1k | 7,237 | -6% | reduced |
| 39 | CVX CHEVRON CORP. | Energy | 0.1% | $311.0k | 2,003 | -2% | reduced |
| 40 | PEG PUBLIC SVC ENTERPRISE GROUP INC COM | Utilities | 0.1% | $302.5k | 3,624 | 0% | held |
| 41 | PNC PNC FINL SVCS GROUP INC COM | Financial Services | 0.1% | $292.8k | 1,457 | -3% | reduced |
| 42 | PG PROCTER & GAMBLE | Consumer Defensive | 0.1% | $271.5k | 1,767 | 0% | held |
| 43 | NAVI NAVIENT CORP | Financial Services | 0.1% | $270.9k | 20,600 | 0% | held |
| 44 | BX BLACKSTONE INC COM | Financial Services | 0.0% | $256.3k | 1,500 | 0% | held |
| 45 | WINDROCK LTD CO | 0.0% | $253.2k | 569 | 0% | held | |
| 46 | PEP PEPSICO INC COM | Consumer Defensive | 0.0% | $252.8k | 1,800 | 0% | held |
| 47 | ZDGE ZEDGE INC 00500 CLASS B | 0.0% | $241.2k | 82,904 | -2% | reduced | |
| 48 | PINE CLIFF ENERGY LTD COM | 0.0% | $235.5k | 520,000 | -2% | reduced | |
| 49 | BN BROOKFIELD CORP VTG SHS CL A | Financial Services | 0.0% | $232.0k | 3,380 | – | new |
| 50 | AGO ASSURED GUARANTY LTD F | Financial Services | 0.0% | $219.2k | 2,590 | -94% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.