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Like a lot of us, Kahn has seen good times and bad, bull markets and bear markets, recessions and recoveries. But he's also seen something most of us haven't: the Great Depression. Kahn, who still shows up at work every day and puts in a good six hours, worked as a stock analyst and brokerage clerk on Wall Street in the 1930s.
Irving Kahn buys Bp P.l.c., sells Usec Inc. during the 3-months ended 06/30/2010, according to the most recent filings of his investment company, Kahn Brothers & Company Inc.. Irving Kahn owns 57 stocks with a total value of $446 million. These are the details of the buys and sells.
- New Purchases: BP,
- Added Positions: C, MBI, PFE, PTEN, SLM, VOXX,
- Reduced Positions: NVS,
- Sold Out: USU,
This is the sector weightings of his portfolio:
| Financials | 42.7% |
| Health Care | 23.4% |
| Consumer Goods | 7.3% |
| Industrials | 6.1% |
| Consumer Services | 3.1% |
| Oil & Gas | 2.9% |
| Telecommunications | 1.8% |
| Technology | 0.5% |
| Utilities | 0.2% |
| Basic Materials | 0.1% |
These are the top 5 holdings of Irving Kahn
- New York Community Bancorp Inc. (NYB) - 4,062,237 shares, 13.9% of the total portfolio. Shares reduced by 0.14%
- Merck & Co. Inc. (MRK) - 1,495,463 shares, 11.72% of the total portfolio. Shares reduced by 0.76%
- BristolMyers Squibb Company (BMY) - 1,757,622 shares, 9.82% of the total portfolio. Shares reduced by 0.25%
- Pfizer Inc (PFE) - 2,617,223 shares, 8.36% of the total portfolio. Shares added by 5.47%
- Old Republic International Corp. (ORI) - 2,658,318 shares, 7.21% of the total portfolio.
Added: Pattersonuti Energy Inc. (PTEN)
Irving Kahn added to his holdings in Pattersonuti Energy Inc. by 181.12%. His purchase prices were between $12.46 and $15.64, with an estimated average price of $14.18. The impact to his portfolio due to this purchase was 1.11%. His holdings were 595,980 shares as of 06/30/2010.Patterson is one of the providers of domestic land drillingservices to major & independent oil & natural gas companies. Pattersonuti Energy Inc. has a market cap of $2.19 billion; its shares were traded at around $14.22 with and P/S ratio of 2.8. The dividend yield of Pattersonuti Energy Inc. stocks is 1.41%. Pattersonuti Energy Inc. had an annual average earning growth of 17.8% over the past 10 years.
Added: Citigroup Inc. (C)
Irving Kahn added to his holdings in Citigroup Inc. by 16.43%. His purchase prices were between $3.63 and $4.97, with an estimated average price of $4.15. The impact to his portfolio due to this purchase was 0.65%. His holdings were 5,478,692 shares as of 06/30/2010.Citigroup Inc., the global financial services company, has some two hundred million customer accounts and does business in more than hundred countries, providing consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citigroup Inc. has a market cap of $108.68 billion; its shares were traded at around $3.75 with and P/S ratio of 1.19.
Added: SLM Corp. (SLM)
Irving Kahn added to his holdings in SLM Corp. by 19.1%. His purchase prices were between $10.24 and $13.58, with an estimated average price of $11.88. The impact to his portfolio due to this purchase was 0.65%. His holdings were 1,735,279 shares as of 06/30/2010.SLM Corporation is the one of nation's largest private sources of funding and servicing support for higher education loans for students and their parents. Slm Corp. has a market cap of $5.56 billion; its shares were traded at around $11.44 with a P/E ratio of 7.94 and P/S ratio of 1.17. Slm Corp. had an annual average earning growth of 9.8% over the past 10 years.
Added: Pfizer Inc (PFE)
Irving Kahn added to his holdings in Pfizer Inc by 5.47%. His purchase prices were between $14.28 and $17.29, with an estimated average price of $15.97. The impact to his portfolio due to this purchase was 0.43%. His holdings were 2,617,223 shares as of 06/30/2010.Pfizer Inc is a research-based, global pharmaceutical company that discovers and develops innovative, value-added products that improve the quality of life of people around the world and help them enjoy longer, healthier, and more productive lives. Pfizer Inc has a market cap of $128.41 billion; its shares were traded at around $15.92 with a P/E ratio of 7.17 and P/S ratio of 2.57. The dividend yield of Pfizer Inc stocks is 4.52%. Pfizer Inc had an annual average earning growth of 1.8% over the past 10 years.
Added: Mbia Inc. (MBI)
Irving Kahn added to his holdings in Mbia Inc. by 6.88%. His purchase prices were between $5.67 and $10.55, with an estimated average price of $7.69. The impact to his portfolio due to this purchase was 0.24%. His holdings were 2,955,060 shares as of 06/30/2010.MBIA Incorporated is engaged in providing financial guaranteeinsurance and investment management and financial services to public finance clients and financial institutions on a global basis. Mbia Inc. has a market cap of $1.86 billion; its shares were traded at around $9.06 with and P/S ratio of 0.63.
Added: Audiovox Corp. (VOXX)
Irving Kahn added to his holdings in Audiovox Corp. by 3.46%. His purchase prices were between $7.38 and $9.73, with an estimated average price of $8.25. The impact to his portfolio due to this purchase was 0.11%. His holdings were 1,955,612 shares as of 06/30/2010.Audiovox Corporation generally markets its products under the well-recognized Audiovox brand name. Audiovox Corp. has a market cap of $132.65 million; its shares were traded at around $6.43 with a P/E ratio of 18.37 and P/S ratio of 0.24.
New Purchase: Bp P.l.c. (BP)
Irving Kahn initiated holdings in Bp P.l.c.. His purchase prices were between $27.02 and $60.57, with an estimated average price of $45.52. The impact to his portfolio due to this purchase was 0.34%. His holdings were 52,194 shares as of 06/30/2010.BP p.l.c. is the holding company of one of the world's largest petroleum and petrochemicals groups. Bp P.l.c. has a market cap of $113.96 billion; its shares were traded at around $36.4 with a P/E ratio of 5.14 and P/S ratio of 0.46. Bp P.l.c. had an annual average earning growth of 20.3% over the past 10 years. GuruFocus rated Bp P.l.c. the business predictability rank of 3-star.
Reduced: Novartis Ag (NVS)
Irving Kahn reduced to his holdings in Novartis Ag by 31.93%. His sale prices were between $43.78 and $53.83, with an estimated average price of $48.99. The impact to his portfolio due to this sale was -0.36%. Irving Kahn still held 104,244 shares as of 06/30/2010.Novartis AG is committed to improving health and well-being through innovative products and services. Novartis Ag has a market cap of $116.11 billion; its shares were traded at around $50.75 with a P/E ratio of 11.08 and P/S ratio of 2.62. The dividend yield of Novartis Ag stocks is 3.26%. Novartis Ag had an annual average earning growth of 14.2% over the past 10 years. GuruFocus rated Novartis Ag the business predictability rank of 5-star.
Sold Out: Usec Inc. (USU)
Irving Kahn sold out his holdings in Usec Inc.. His sale prices were between $4 and $6.42, with an estimated average price of $5.32.USEC Inc., a global energy company, is a world leader in the production andsale of uranium fuel enrichment services for commercial nuclear power plants. Usec Inc. has a market cap of $584.37 million; its shares were traded at around $5.12 with a P/E ratio of 25.6 and P/S ratio of 0.29.
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