Kahn Brothers13F | |
Kahn Brothers | |
Last update 2024-02-13 | 43 Stocks (1 new) |
Value $635.00 Mil | Turnover 1 % |
Portfolio Report |
Kahn Brothers Profile
Kahn Brothers Group is an investment firm serving institutional and high-net-worth clients. The firm provides investment management through its registered investment advisor, Kahn Brothers Advisors LLC, and brokerage services through Kahn Brothers LLC, Member New York Stock Exchange.
Kahn Brothers Group was founded in 1978 by Irving Kahn, Thomas Graham Kahn and Alan Kahn. The firm's executive team has over one hundred years of aggregate experience in the investment business. The firm’s founding chairman, Irving Kahn, began his career in the value investing business shortly before the stock market crash of 1929. In the 1930s, he served as Benjamin Graham's teaching assistant at Columbia Business School. Irving Kahn passed away in February 2015.
Kahn Brothers Group was founded in 1978 by Irving Kahn, Thomas Graham Kahn and Alan Kahn. The firm's executive team has over one hundred years of aggregate experience in the investment business. The firm’s founding chairman, Irving Kahn, began his career in the value investing business shortly before the stock market crash of 1929. In the 1930s, he served as Benjamin Graham's teaching assistant at Columbia Business School. Irving Kahn passed away in February 2015.
Kahn Brothers Investing Philosophy
Kahn Brothers employs a bottom-up stock selection approach and invests in undervalued equity securities that are usually out of favor in the market. The firm selects securities one at a time based on assets, operating performance and long-term fundamental business prospects. Kahn Brothers follows Benjamin Graham's investment philosophies.
Kahn Brothers Portfolio and Latest Trades
Ticker |
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Ticker |
BAYRY |
HLN |
BP |
AGO |
PTEN |
SEB |
NYCB |
MRK |
BMY |
PFE |
GSK |
BB |
SEIC |
NVS |
C |
OGN |
VTRS |
WBS |
T |
BAC |
CVX |
MBI |
VOXX |
SDZNY |
IDT |
CMCSA |
CSX |
XOM |
GNE |
IDWM |
JPM |
NTPIF |
RFL |
TPHS |
VZ |
ZDGE |
BP |
PTEN |
HLN |
CSX |
BMY |
MRK |
AGO |
GSK |
NYCB |
C |
PFE |
SEIC |
VOXX |
JPM |
MBI |
SEB |
HOPE |
CWEGF |
XOM |
OGN |
GBCI |
BAC |
BB |
HOLX |
IDT |
CMCSA |
GNE |
IDWM |
PG |
RFL |
TPHS |
VZ |
VTRS |
VRAYQ |
ZDGE |
AGO |
BP |
PTEN |
MRK |
BMY |
PFE |
BRK.B |
HLN |
MBI |
VOXX |
PFS |
C |
GSK |
IDT |
CWEGF |
NYCB |
PEYUF |
WBS |
BAC |
GNE |
VRAYQ |
OGN |
BB |
XOM |
IDWM |
NTPIF |
RFL |
VZ |
VTRS |
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
BAYRY | Bayer AG | 2023-12-31 | New Buy | +1.04% | 8.33 ($10.1) 11.87 | $7.39 | -26.83% | New holding | 712,500 | 712,500 | |
HLN | Haleon PLC | 2023-12-31 | Reduce | -0.50% | 7.78 ($8.24) 8.62 | $8.45 | 2.55% | Reduce -37.46% | 645,675 | -386,789 | |
BP | BP PLC | 2023-12-31 | Reduce | -0.36% | 34.68 ($36.62) 40.81 | $39.47 | 7.78% | Reduce -3.37% | 1,713,854 | -59,780 | |
AGO | Assured Guaranty Ltd | 2023-12-31 | Reduce | -0.33% | 58.55 ($66.06) 74.83 | $78.46 | 18.77% | Reduce -3.4% | 987,372 | -34,767 | |
PTEN | Patterson-UTI Energy Inc | 2023-12-31 | Reduce | -0.30% | 10.73 ($12.16) 13.96 | $11.25 | -7.48% | Reduce -3.84% | 3,499,998 | -139,721 | |
SEB | Seaboard Corp | 2023-12-31 | Reduce | -0.30% | 3475.98 ($3557.21) 3707 | $3,207.22 | -9.84% | Reduce -5.39% | 8,963 | -511 | |
NYCB | New York Community Bancorp Inc | 2023-12-31 | Reduce | -0.24% | 9.05 ($10) 11.32 | $2.97 | -70.30% | Reduce -2.13% | 6,160,014 | -133,885 | |
MRK | Merck & Co Inc | 2023-12-31 | Reduce | -0.23% | 100.18 ($103.8) 109.02 | $131.20 | 26.40% | Reduce -2.23% | 624,541 | -14,252 | |
BMY | Bristol-Myers Squibb Co | 2023-12-31 | Reduce | -0.16% | 48.48 ($52.49) 57.85 | $44.85 | -14.56% | Reduce -2.09% | 833,916 | -17,783 | |
PFE | Pfizer Inc | 2023-12-31 | Reduce | -0.16% | 26.13 ($30.23) 33.94 | $25.40 | -15.98% | Reduce -2.85% | 1,025,681 | -30,078 | |
GSK | GSK PLC | 2023-12-31 | Reduce | -0.13% | 34.17 ($35.9) 37.56 | $41.11 | 14.51% | Reduce -1.78% | 1,259,482 | -22,807 | |
BB | BlackBerry Ltd | 2023-12-31 | Reduce | -0.09% | 3.35 ($3.75) 4.4 | $2.83 | -24.53% | Reduce -8.93% | 1,256,824 | -123,232 | |
SEIC | SEI Investments Co | 2023-12-31 | Sold Out | -0.06% | 52.9 ($58.34) 64.59 | $66.57 | 14.11% | Sold Out | 0 | -6,600 | |
NVS | Novartis AG | 2023-12-31 | Reduce | -0.05% | 92.27 ($96.35) 100.97 | $97.44 | 1.13% | Reduce -16.29% | 18,063 | -3,515 | |
C | Citigroup Inc | 2023-12-31 | Reduce | -0.04% | 38.24 ($44.27) 51.52 | $62.66 | 41.54% | Reduce -0.52% | 1,209,368 | -6,316 | |
OGN | Organon & Co | 2023-12-31 | Reduce | -0.04% | 10.95 ($13.6) 17.32 | $18.55 | 36.40% | Reduce -31.23% | 35,310 | -16,036 | |
VTRS | Viatris Inc | 2023-12-31 | Reduce | -0.03% | 8.77 ($9.58) 10.85 | $11.57 | 20.77% | Reduce -24.11% | 52,356 | -16,632 | |
WBS | Webster Financial Corp | 2023-12-31 | Reduce | -0.03% | 36.81 ($43.21) 53.17 | $45.03 | 4.21% | Reduce -5.02% | 101,073 | -5,339 | |
T | AT&T Inc | 2023-12-31 | Add | +0.02% | 14.32 ($15.79) 17.22 | $16.75 | 6.08% | Add 152.25% | 16,737 | 10,102 | |
BAC | Bank of America Corp | 2023-12-31 | Add | +0.02% | 25.17 ($29.12) 33.94 | $37.83 | 29.91% | Add 7.65% | 40,985 | 2,912 | |
CVX | Chevron Corp | 2023-12-31 | Reduce | -0.02% | 141.77 ($151.24) 169.1 | $165.89 | 9.69% | Reduce -24.63% | 2,448 | -800 | |
MBI | MBIA Inc | 2023-12-31 | Add | +0.02% | 6.1 ($8.04) 14.24 | $6.82 | -15.17% | Add 0.42% | 4,829,606 | 20,222 | |
VOXX | VOXX International Corp | 2023-12-31 | Reduce | -0.02% | 7.28 ($9.91) 11.45 | $6.42 | -35.22% | Reduce -0.52% | 2,877,564 | -15,048 | |
SDZNY | Sandoz Group AG | 2023-12-31 | Sold Out | -0.02% | 25.82 ($29.4) 32.55 | $32.80 | 11.56% | Sold Out | 0 | -4,316 | |
IDT | IDT Corp | 2023-12-31 | Reduce | -0.01% | 21.98 ($29.47) 34.09 | $36.15 | 22.67% | Reduce -0.56% | 347,092 | -1,971 | |
CMCSA | Comcast Corp | 2023-12-31 | Add | 0% | 39.15 ($42.86) 44.7 | $38.57 | -10.01% | Add 2.2% | 6,410 | 138 | |
CSX | CSX Corp | 2023-12-31 | Reduce | 0% | 29.24 ($31.85) 34.95 | $33.99 | 6.72% | Reduce -0.21% | 50,320 | -108 | |
XOM | Exxon Mobil Corp | 2023-12-31 | Reduce | 0% | 98.05 ($105.1) 115.83 | $117.96 | 12.24% | Reduce -1.39% | 15,223 | -214 | |
GNE | Genie Energy Ltd | 2023-12-31 | Reduce | 0% | 14.58 ($22.98) 30.61 | $15.51 | -32.51% | Reduce -0.56% | 295,840 | -1,672 | |
IDWM | IDW Media Holdings Inc | 2023-12-31 | Reduce | 0% | 0.4 ($0.49) 0.6 | $0.39 | -20.41% | Reduce -1.81% | 66,132 | -1,220 | |
JPM | JPMorgan Chase & Co | 2023-12-31 | Reduce | 0% | 135.69 ($151.54) 170.3 | $193.49 | 27.68% | Reduce -0.02% | 5,774 | -1 | |
NTPIF | Nam Tai Property Inc | 2023-12-31 | Reduce | 0% | 3.05 ($4.28) 5 | $4.50 | 5.14% | Reduce -0.42% | 85,530 | -360 | |
RFL | Rafael Holdings Inc | 2023-12-31 | Reduce | 0% | 1.45 ($1.79) 1.97 | $1.71 | -4.75% | Reduce -0.42% | 272,066 | -1,144 | |
TPHS | Trinity Place Holdings Inc | 2023-12-31 | Add | 0% | 0.11 ($0.28) 0.43 | $0.14 | -51.07% | Add 2.77% | 1,522,025 | 41,085 | |
VZ | Verizon Communications Inc | 2023-12-31 | Add | 0% | 30.67 ($35.38) 38.65 | $39.68 | 12.15% | Add 4.84% | 13,397 | 618 | |
ZDGE | Zedge Inc | 2023-12-31 | Reduce | 0% | 1.72 ($2) 2.42 | $2.39 | 19.50% | Reduce -0.39% | 115,977 | -457 | |
BP | BP PLC | 2023-09-30 | Reduce | -0.36% | 34.79 ($37.12) 39.48 | $39.47 | 6.33% | Reduce -3.74% | 1,773,634 | -68,857 | |
PTEN | Patterson-UTI Energy Inc | 2023-09-30 | Reduce | -0.34% | 11.99 ($14.63) 15.84 | $11.25 | -23.10% | Reduce -5.1% | 3,639,719 | -195,748 | |
HLN | Haleon PLC | 2023-09-30 | Reduce | -0.29% | 7.85 ($8.33) 8.94 | $8.45 | 1.44% | Reduce -18.73% | 1,032,464 | -237,974 | |
CSX | CSX Corp | 2023-09-30 | New Buy | +0.24% | 29.49 ($31.68) 34.34 | $33.99 | 7.29% | New holding | 50,428 | 50,428 | |
BMY | Bristol-Myers Squibb Co | 2023-09-30 | Reduce | -0.20% | 57.89 ($61.27) 64.73 | $44.85 | -26.80% | Reduce -2.24% | 851,699 | -19,545 | |
MRK | Merck & Co Inc | 2023-09-30 | Reduce | -0.17% | 102.95 ($107.78) 114.33 | $131.20 | 21.73% | Reduce -1.52% | 638,793 | -9,878 | |
AGO | Assured Guaranty Ltd | 2023-09-30 | Reduce | -0.14% | 55.11 ($59.38) 62.77 | $78.46 | 32.13% | Reduce -1.62% | 1,022,139 | -16,795 | |
GSK | GSK PLC | 2023-09-30 | Add | +0.11% | 33.81 ($35.49) 38.07 | $41.11 | 15.84% | Add 1.49% | 1,282,289 | 18,831 | |
NYCB | New York Community Bancorp Inc | 2023-09-30 | Reduce | -0.10% | 11.09 ($12.06) 13.87 | $2.97 | -75.37% | Reduce -0.93% | 6,293,899 | -58,773 | |
C | Citigroup Inc | 2023-09-30 | Add | +0.06% | 40.22 ($43.89) 47.88 | $62.66 | 42.77% | Add 0.74% | 1,215,684 | 8,878 | |
PFE | Pfizer Inc | 2023-09-30 | Reduce | -0.06% | 32.09 ($35.36) 37.51 | $25.40 | -28.17% | Reduce -0.97% | 1,055,759 | -10,332 | |
SEIC | SEI Investments Co | 2023-09-30 | New Buy | +0.06% | 59 ($61.5) 64.08 | $66.57 | 8.24% | New holding | 6,600 | 6,600 | |
VOXX | VOXX International Corp | 2023-09-30 | Reduce | -0.06% | 7.57 ($8.99) 12.8 | $6.42 | -28.59% | Reduce -1.08% | 2,892,612 | -31,554 | |
JPM | JPMorgan Chase & Co | 2023-09-30 | Add | +0.05% | 143.21 ($149.9) 158 | $193.49 | 29.08% | Add 52.98% | 5,775 | 2,000 | |
MBI | MBIA Inc | 2023-09-30 | Reduce | -0.04% | 7.21 ($8.32) 9 | $6.82 | -18.03% | Reduce -0.6% | 4,809,384 | -29,111 | |
SEB | Seaboard Corp | 2023-09-30 | Reduce | -0.04% | 3496.91 ($3633.93) 3850 | $3,207.22 | -11.74% | Reduce -0.9% | 9,474 | -86 | |
HOPE | Hope Bancorp Inc | 2023-09-30 | Sold Out | -0.04% | 8.28 ($9.54) 10.9 | $10.96 | 14.88% | Sold Out | 0 | -31,000 | |
CWEGF | Crew Energy Inc | 2023-09-30 | Reduce | -0.03% | 4.04 ($4.46) 4.85 | $3.33 | -25.34% | Reduce -23.59% | 145,780 | -45,000 | |
XOM | Exxon Mobil Corp | 2023-09-30 | Add | +0.03% | 100.92 ($109.68) 120.2 | $117.96 | 7.55% | Add 10.62% | 15,437 | 1,482 | |
OGN | Organon & Co | 2023-09-30 | Reduce | -0.03% | 16.59 ($20.85) 23.77 | $18.55 | -11.03% | Reduce -14.13% | 51,346 | -8,452 | |
GBCI | Glacier Bancorp Inc | 2023-09-30 | Sold Out | -0.03% | 27.53 ($30.95) 35.28 | $37.12 | 19.94% | Sold Out | 0 | -4,320 | |
BAC | Bank of America Corp | 2023-09-30 | Add | +0.02% | 27.17 ($29.59) 32.65 | $37.83 | 27.85% | Add 17.22% | 38,073 | 5,592 | |
BB | BlackBerry Ltd | 2023-09-30 | Reduce | -0.02% | 4.36 ($4.91) 5.6 | $2.83 | -42.36% | Reduce -1.86% | 1,380,056 | -26,189 | |
HOLX | Hologic Inc | 2023-09-30 | Reduce | -0.02% | 69.24 ($75.57) 81.9 | $75.98 | 0.54% | Reduce -5.14% | 28,491 | -1,544 | |
IDT | IDT Corp | 2023-09-30 | Reduce | -0.02% | 21.96 ($23.54) 26.05 | $36.15 | 53.57% | Reduce -1.15% | 349,063 | -4,052 | |
CMCSA | Comcast Corp | 2023-09-30 | Add | +0.01% | 41.21 ($44.65) 47.12 | $38.57 | -13.62% | Add 324.93% | 6,272 | 4,796 | |
GNE | Genie Energy Ltd | 2023-09-30 | Reduce | -0.01% | 13.2 ($14.53) 15.97 | $15.51 | 6.74% | Reduce -1.51% | 297,512 | -4,552 | |
IDWM | IDW Media Holdings Inc | 2023-09-30 | Reduce | 0% | 0.51 ($0.55) 0.65 | $0.39 | -29.09% | Reduce -0.98% | 67,352 | -664 | |
PG | Procter & Gamble Co | 2023-09-30 | Add | 0% | 145.86 ($152.75) 157.09 | $161.29 | 5.59% | Add 5.26% | 2,000 | 100 | |
RFL | Rafael Holdings Inc | 2023-09-30 | Reduce | 0% | 1.9 ($2.15) 2.49 | $1.71 | -20.70% | Reduce -0.74% | 273,210 | -2,026 | |
TPHS | Trinity Place Holdings Inc | 2023-09-30 | Reduce | 0% | 0.34 ($0.47) 0.64 | $0.14 | -70.85% | Reduce -0.77% | 1,480,940 | -11,475 | |
VZ | Verizon Communications Inc | 2023-09-30 | Reduce | 0% | 31.46 ($33.79) 37.48 | $39.68 | 17.43% | Reduce -4.17% | 12,779 | -556 | |
VTRS | Viatris Inc | 2023-09-30 | Reduce | 0% | 9.59 ($10.41) 11.35 | $11.57 | 11.14% | Reduce -3.89% | 68,988 | -2,794 | |
VRAYQ | ViewRay Inc | 2023-09-30 | Reduce | 0% | 0.01 ($0.07) 0.43 | $0 | -99.99% | Reduce -0.1% | 2,046,547 | -2,000 | |
ZDGE | Zedge Inc | 2023-09-30 | Reduce | 0% | 1.86 ($2.1) 2.38 | $2.39 | 13.81% | Reduce -1.15% | 116,434 | -1,351 | |
AGO | Assured Guaranty Ltd | 2023-06-30 | Reduce | -0.76% | 50.27 ($53.1) 55.8 | $78.46 | 47.76% | Reduce -9.2% | 1,038,934 | -105,219 | |
BP | BP PLC | 2023-06-30 | Reduce | -0.64% | 33.71 ($37.02) 40.65 | $39.47 | 6.62% | Reduce -5.99% | 1,842,491 | -117,466 | |
PTEN | Patterson-UTI Energy Inc | 2023-06-30 | Reduce | -0.37% | 9.74 ($11.29) 12.64 | $11.25 | -0.35% | Reduce -5.37% | 3,835,467 | -217,820 | |
MRK | Merck & Co Inc | 2023-06-30 | Reduce | -0.35% | 106.39 ($113.43) 118.38 | $131.20 | 15.67% | Reduce -3.41% | 648,671 | -22,933 | |
BMY | Bristol-Myers Squibb Co | 2023-06-30 | Reduce | -0.29% | 63.71 ($67.09) 70.74 | $44.85 | -33.15% | Reduce -3.25% | 871,244 | -29,312 | |
PFE | Pfizer Inc | 2023-06-30 | Add | +0.20% | 36.12 ($38.95) 41.79 | $25.40 | -34.79% | Add 3.54% | 1,066,091 | 36,429 | |
BRK.B | Berkshire Hathaway Inc | 2023-06-30 | Sold Out | -0.14% | 308.77 ($326.09) 341 | $402.10 | 23.31% | Sold Out | 0 | -3,107 | |
HLN | Haleon PLC | 2023-06-30 | Reduce | -0.13% | 8.04 ($8.53) 9 | $8.45 | -0.94% | Reduce -8.02% | 1,270,438 | -110,834 | |
MBI | MBIA Inc | 2023-06-30 | Add | +0.13% | 7.58 ($9.01) 10.96 | $6.82 | -24.31% | Add 2.2% | 4,838,495 | 103,933 | |
VOXX | VOXX International Corp | 2023-06-30 | Reduce | -0.10% | 8.26 ($11.84) 14.7 | $6.42 | -45.78% | Reduce -1.97% | 2,924,166 | -58,850 | |
PFS | Provident Financial Services Inc | 2023-06-30 | Sold Out | -0.08% | 14.9 ($17.04) 19.18 | $15.09 | -11.44% | Sold Out | 0 | -27,472 | |
C | Citigroup Inc | 2023-06-30 | Reduce | -0.07% | 44.23 ($46.84) 50.4 | $62.66 | 33.77% | Reduce -0.88% | 1,206,806 | -10,747 | |
GSK | GSK PLC | 2023-06-30 | Reduce | -0.07% | 33.6 ($35.86) 38.32 | $41.11 | 14.64% | Reduce -1.1% | 1,263,458 | -14,018 | |
IDT | IDT Corp | 2023-06-30 | Reduce | -0.06% | 25.48 ($30.93) 34.77 | $36.15 | 16.88% | Reduce -3.58% | 353,115 | -13,116 | |
CWEGF | Crew Energy Inc | 2023-06-30 | Reduce | -0.05% | 3.2 ($3.63) 4.14 | $3.33 | -8.26% | Reduce -32.53% | 190,780 | -92,000 | |
NYCB | New York Community Bancorp Inc | 2023-06-30 | Reduce | -0.05% | 8.67 ($10.1) 11.24 | $2.97 | -70.59% | Reduce -0.57% | 6,352,672 | -36,472 | |
PEYUF | Peyto Exploration & Development Corp | 2023-06-30 | Reduce | -0.05% | 7.98 ($8.67) 9.72 | $11.29 | 30.22% | Reduce -66.28% | 17,807 | -35,000 | |
WBS | Webster Financial Corp | 2023-06-30 | Reduce | -0.04% | 32.24 ($36.96) 40.69 | $45.03 | 21.83% | Reduce -5.85% | 106,412 | -6,609 | |
BAC | Bank of America Corp | 2023-06-30 | Reduce | -0.03% | 26.99 ($28.54) 30.56 | $37.83 | 32.55% | Reduce -18.26% | 32,481 | -7,258 | |
GNE | Genie Energy Ltd | 2023-06-30 | Reduce | -0.02% | 13.15 ($14.8) 16.23 | $15.51 | 4.80% | Reduce -2.74% | 302,064 | -8,498 | |
VRAYQ | ViewRay Inc | 2023-06-30 | Add | +0.02% | 0.35 ($1.07) 3.46 | $0 | -100.00% | Add 26.39% | 2,048,547 | 427,750 | |
OGN | Organon & Co | 2023-06-30 | Reduce | -0.01% | 19.27 ($21.76) 24.63 | $18.55 | -14.75% | Reduce -2.96% | 59,798 | -1,821 | |
BB | BlackBerry Ltd | 2023-06-30 | Reduce | 0% | 3.88 ($4.84) 5.53 | $2.83 | -41.53% | Reduce -0.47% | 1,406,245 | -6,700 | |
XOM | Exxon Mobil Corp | 2023-06-30 | Reduce | 0% | 102.18 ($109.12) 118.34 | $117.96 | 8.10% | Reduce -2.1% | 13,955 | -300 | |
IDWM | IDW Media Holdings Inc | 2023-06-30 | Reduce | 0% | 0.39 ($0.55) 0.86 | $0.39 | -29.09% | Reduce -2.02% | 68,016 | -1,400 | |
NTPIF | Nam Tai Property Inc | 2023-06-30 | Reduce | 0% | 1.7 ($3.56) 5.8 | $4.50 | 26.40% | Reduce -0.12% | 85,890 | -100 | |
RFL | Rafael Holdings Inc | 2023-06-30 | Reduce | 0% | 1.55 ($2.02) 2.3 | $1.71 | -15.59% | Reduce -1.54% | 275,236 | -4,298 | |
VZ | Verizon Communications Inc | 2023-06-30 | Add | 0% | 34.46 ($37.04) 40.11 | $39.68 | 7.13% | Add 0.23% | 13,335 | 31 | |
VTRS | Viatris Inc | 2023-06-30 | Reduce | 0% | 9.02 ($9.55) 10.29 | $11.57 | 21.15% | Reduce -2.52% | 71,782 | -1,855 |
Total 237
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