KAHN BROTHERS GROUP INC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
53
Total value ($000)
$531,799
Net value change ($000)
+33,854 (6.8%)
New positions
5
Sold out positions
2
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 26,218 397.6%
C 13,506 17.9%
SEG 13,371 NEW
MBI 7,672 NEW
BAYRY 5,531 10.9%
OGN 4,843 14.3%
FLG 3,823 8.3%
BP 3,608 10.7%
SEB 3,497 14.2%
AXP 382 NEW
Top Reduces (Value $000, Stocks/ETFs)
GSK -14,081 -55.6%
BMY -13,209 -51.8%
IDT -6,569 -24.2%
AGO -3,612 -94.3%
DIS -3,495 -7.2%
GNE -2,481 -46.4%
MRK -2,420 -6.2%
PTEN -1,605 -14.1%
HLN -618 -50.3%
AR -404 -40.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type