Kahn Brothers13F | |
Kahn Brothers | |
Last update 2024-05-15 | 53 Stocks (13 new) |
Value $674.00 Mil | Turnover 9 % |
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 |
OGN |
BAYRY |
DIS |
PTEN |
BB |
MBI |
BP |
HLN |
AGO |
MRK |
FRFHF |
AR |
MSFT |
C |
AAPL |
CI |
JPM |
PNC |
VOXX |
AM |
BAC |
EGLE |
GBCI |
NVS |
PEG |
SEB |
CMCSA |
T |
GTX |
GSK |
NYCB |
VTRS |
WBS |
BMY |
CVX |
XOM |
HOLX |
VZ |
GNE |
IDT |
PFE |
PIFYF |
IDWM |
NTPIF |
NAVI |
RFL |
TPHS |
ZDGE |
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 |
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
OGN | Organon & Co | 2024-03-31 | Add | +3.19% | 13.78 ($17.16) 18.8 | $20.35 | 18.59% | Add 3242.41% | 1,180,204 | 1,144,894 | |
BAYRY | Bayer AG | 2024-03-31 | Add | +2.71% | 6.99 ($8.04) 9.75 | $7.04 | -12.44% | Add 334.97% | 3,099,140 | 2,386,640 | |
DIS | The Walt Disney Co | 2024-03-31 | New Buy | +1.70% | 89.29 ($104.45) 122.36 | $101.52 | -2.81% | New holding | 93,932 | 93,932 | |
PTEN | Patterson-UTI Energy Inc | 2024-03-31 | Reduce | -1.44% | 9.89 ($11.11) 12.1 | $9.91 | -10.80% | Reduce -24.22% | 2,652,332 | -847,666 | |
BB | BlackBerry Ltd | 2024-03-31 | Sold Out | -0.70% | 2.47 ($2.92) 3.6 | $2.30 | -21.23% | Sold Out | 0 | -1,256,824 | |
MBI | MBIA Inc | 2024-03-31 | Add | +0.35% | 5.34 ($6.33) 6.88 | $5.55 | -12.32% | Add 7.18% | 5,176,613 | 347,007 | |
BP | BP PLC | 2024-03-31 | Reduce | -0.27% | 33.85 ($35.86) 38.26 | $35.11 | -2.09% | Reduce -2.81% | 1,665,620 | -48,234 | |
HLN | Haleon PLC | 2024-03-31 | Reduce | -0.22% | 8.02 ($8.36) 8.67 | $8.37 | 0.12% | Reduce -26.54% | 474,281 | -171,394 | |
AGO | Assured Guaranty Ltd | 2024-03-31 | Reduce | -0.20% | 74.2 ($84.26) 95 | $77.59 | -7.92% | Reduce -1.7% | 970,580 | -16,792 | |
MRK | Merck & Co Inc | 2024-03-31 | Reduce | -0.18% | 113.24 ($123.26) 131.95 | $127.50 | 3.44% | Reduce -1.72% | 613,815 | -10,726 | |
FRFHF | Fairfax Financial Holdings Ltd | 2024-03-31 | New Buy | +0.16% | 907.19 ($1028.33) 1141.64 | $1,106.83 | 7.63% | New holding | 1,018 | 1,018 | |
AR | Antero Resources Corp | 2024-03-31 | New Buy | +0.13% | 21 ($24.14) 29 | $32.55 | 34.84% | New holding | 30,156 | 30,156 | |
MSFT | Microsoft Corp | 2024-03-31 | New Buy | +0.12% | 367.75 ($404.82) 429.37 | $448.37 | 10.76% | New holding | 1,902 | 1,902 | |
C | Citigroup Inc | 2024-03-31 | Reduce | -0.08% | 51.11 ($55.65) 63.24 | $60.06 | 7.92% | Reduce -0.82% | 1,199,446 | -9,922 | |
AAPL | Apple Inc | 2024-03-31 | New Buy | +0.06% | 169 ($181.83) 195.18 | $216.67 | 19.16% | New holding | 2,492 | 2,492 | |
CI | The Cigna Group | 2024-03-31 | New Buy | +0.06% | 297.82 ($329.18) 363.34 | $333.90 | 1.43% | New holding | 1,101 | 1,101 | |
JPM | JPMorgan Chase & Co | 2024-03-31 | Reduce | -0.05% | 167.09 ($180.44) 200.3 | $194.98 | 8.06% | Reduce -33.03% | 3,867 | -1,907 | |
PNC | PNC Financial Services Group Inc | 2024-03-31 | New Buy | +0.05% | 144.85 ($150.72) 161.6 | $152.78 | 1.37% | New holding | 1,925 | 1,925 | |
VOXX | VOXX International Corp | 2024-03-31 | Reduce | -0.05% | 7.55 ($8.6) 10.85 | $3.52 | -59.07% | Reduce -0.97% | 2,849,526 | -28,038 | |
AM | Antero Midstream Corp | 2024-03-31 | New Buy | +0.04% | 11.68 ($12.79) 14.06 | $14.38 | 12.43% | New holding | 17,806 | 17,806 | |
BAC | Bank of America Corp | 2024-03-31 | Reduce | -0.04% | 31.73 ($34.33) 37.92 | $39.51 | 15.09% | Reduce -17.28% | 33,901 | -7,084 | |
EGLE | Eagle Bulk Shipping Inc | 2024-03-31 | New Buy | +0.04% | 53.32 ($58.37) 64.54 | $62.60 | 7.25% | New holding | 4,460 | 4,460 | |
GBCI | Glacier Bancorp Inc | 2024-03-31 | New Buy | +0.04% | 35.3 ($38.74) 41.92 | $36.00 | -7.07% | New holding | 6,264 | 6,264 | |
NVS | Novartis AG | 2024-03-31 | Reduce | -0.04% | 95.27 ($102.53) 108.47 | $104.93 | 2.34% | Reduce -14.67% | 15,413 | -2,650 | |
PEG | Public Service Enterprise Group Inc | 2024-03-31 | New Buy | +0.04% | 56.98 ($61.24) 66.78 | $73.07 | 19.32% | New holding | 4,500 | 4,500 | |
SEB | Seaboard Corp | 2024-03-31 | Add | +0.04% | 3158 ($3441.13) 3720 | $3,068.00 | -10.84% | Add 0.99% | 9,052 | 89 | |
CMCSA | Comcast Corp | 2024-03-31 | Sold Out | -0.04% | 41.24 ($43.14) 46.73 | $37.31 | -13.51% | Sold Out | 0 | -6,410 | |
T | AT&T Inc | 2024-03-31 | Sold Out | -0.04% | 16.23 ($17.08) 18.04 | $17.67 | 3.45% | Sold Out | 0 | -16,737 | |
GTX | Garrett Motion Inc | 2024-03-31 | New Buy | +0.03% | 8.28 ($9.2) 10.03 | $8.53 | -7.28% | New holding | 21,481 | 21,481 | |
GSK | GSK PLC | 2024-03-31 | Reduce | -0.03% | 37.51 ($41.24) 43.58 | $40.66 | -1.41% | Reduce -0.46% | 1,253,644 | -5,838 | |
NYCB | New York Community Bancorp Inc | 2024-03-31 | Add | +0.03% | 2.73 ($6.16) 10.59 | $3.18 | -48.38% | Add 0.86% | 6,213,289 | 53,275 | |
VTRS | Viatris Inc | 2024-03-31 | Reduce | -0.03% | 11.27 ($12.05) 13.53 | $10.11 | -16.10% | Reduce -35.84% | 33,590 | -18,766 | |
WBS | Webster Financial Corp | 2024-03-31 | Reduce | -0.03% | 45.43 ($48.9) 52.56 | $40.56 | -17.06% | Reduce -3.1% | 97,935 | -3,138 | |
BMY | Bristol-Myers Squibb Co | 2024-03-31 | Reduce | -0.02% | 47.98 ($50.94) 54.4 | $40.97 | -19.57% | Reduce -0.23% | 831,991 | -1,925 | |
CVX | Chevron Corp | 2024-03-31 | Reduce | -0.02% | 141.82 ($150.9) 157.74 | $153.19 | 1.52% | Reduce -26.47% | 1,800 | -648 | |
XOM | Exxon Mobil Corp | 2024-03-31 | Reduce | -0.02% | 96.8 ($104.63) 116.24 | $108.36 | 3.56% | Reduce -6.94% | 14,167 | -1,056 | |
HOLX | Hologic Inc | 2024-03-31 | Reduce | -0.02% | 71.33 ($74.39) 77.96 | $71.43 | -3.98% | Reduce -7.02% | 26,491 | -2,000 | |
VZ | Verizon Communications Inc | 2024-03-31 | Reduce | -0.02% | 37.9 ($40.34) 42.49 | $39.46 | -2.18% | Reduce -25.19% | 10,022 | -3,375 | |
GNE | Genie Energy Ltd | 2024-03-31 | Reduce | -0.01% | 14.74 ($19.21) 29.21 | $14.29 | -25.61% | Reduce -0.73% | 293,690 | -2,150 | |
IDT | IDT Corp | 2024-03-31 | Reduce | -0.01% | 32.58 ($35.73) 38.41 | $36.14 | 1.15% | Reduce -0.44% | 345,548 | -1,544 | |
PFE | Pfizer Inc | 2024-03-31 | Reduce | -0.01% | 25.89 ($27.75) 29.73 | $26.98 | -2.77% | Reduce -0.29% | 1,022,719 | -2,962 | |
PIFYF | Pine Cliff Energy Ltd | 2024-03-31 | New Buy | +0.01% | 0.71 ($0.9) 1.1 | $0.76 | -15.83% | New holding | 129,731 | 129,731 | |
IDWM | IDW Media Holdings Inc | 2024-03-31 | Reduce | 0% | 0.33 ($0.44) 0.56 | $0.39 | -11.36% | Reduce -0.74% | 65,644 | -488 | |
NTPIF | Nam Tai Property Inc | 2024-03-31 | Reduce | 0% | 4 ($4.45) 5 | $4.00 | -10.11% | Reduce -0.23% | 85,330 | -200 | |
NAVI | Navient Corp | 2024-03-31 | Reduce | 0% | 15.75 ($16.85) 18.49 | $14.27 | -15.31% | Reduce -3.71% | 22,421 | -865 | |
RFL | Rafael Holdings Inc | 2024-03-31 | Reduce | 0% | 1.66 ($1.77) 1.92 | $1.48 | -16.38% | Reduce -0.63% | 270,363 | -1,703 | |
TPHS | Trinity Place Holdings Inc | 2024-03-31 | Add | 0% | 0.08 ($0.17) 0.26 | $0.13 | -24.71% | Add 0.24% | 1,525,684 | 3,659 | |
ZDGE | Zedge Inc | 2024-03-31 | Reduce | 0% | 2.22 ($3.16) 4.74 | $2.68 | -15.19% | Reduce -0.98% | 114,844 | -1,133 | |
BAYRY | Bayer AG | 2023-12-31 | New Buy | +1.04% | 8.33 ($10.1) 11.87 | $7.04 | -30.30% | New holding | 712,500 | 712,500 | |
HLN | Haleon PLC | 2023-12-31 | Reduce | -0.50% | 7.78 ($8.24) 8.62 | $8.37 | 1.58% | Reduce -37.46% | 645,675 | -386,789 | |
BP | BP PLC | 2023-12-31 | Reduce | -0.36% | 34.68 ($36.62) 40.81 | $35.11 | -4.12% | Reduce -3.37% | 1,713,854 | -59,780 | |
AGO | Assured Guaranty Ltd | 2023-12-31 | Reduce | -0.33% | 58.55 ($66.06) 74.83 | $77.59 | 17.45% | Reduce -3.4% | 987,372 | -34,767 | |
PTEN | Patterson-UTI Energy Inc | 2023-12-31 | Reduce | -0.30% | 10.73 ($12.16) 13.96 | $9.91 | -18.50% | Reduce -3.84% | 3,499,998 | -139,721 | |
SEB | Seaboard Corp | 2023-12-31 | Reduce | -0.30% | 3475.98 ($3557.21) 3707 | $3,068.00 | -13.75% | Reduce -5.39% | 8,963 | -511 | |
NYCB | New York Community Bancorp Inc | 2023-12-31 | Reduce | -0.24% | 9.05 ($10) 11.32 | $3.18 | -68.20% | Reduce -2.13% | 6,160,014 | -133,885 | |
MRK | Merck & Co Inc | 2023-12-31 | Reduce | -0.23% | 100.18 ($103.8) 109.02 | $127.50 | 22.83% | Reduce -2.23% | 624,541 | -14,252 | |
BMY | Bristol-Myers Squibb Co | 2023-12-31 | Reduce | -0.16% | 48.48 ($52.49) 57.85 | $40.97 | -21.95% | Reduce -2.09% | 833,916 | -17,783 | |
PFE | Pfizer Inc | 2023-12-31 | Reduce | -0.16% | 26.13 ($30.23) 33.94 | $26.98 | -10.75% | Reduce -2.85% | 1,025,681 | -30,078 | |
GSK | GSK PLC | 2023-12-31 | Reduce | -0.13% | 34.17 ($35.9) 37.56 | $40.66 | 13.26% | Reduce -1.78% | 1,259,482 | -22,807 | |
BB | BlackBerry Ltd | 2023-12-31 | Reduce | -0.09% | 3.35 ($3.75) 4.4 | $2.30 | -38.67% | 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 | $64.72 | 10.94% | Sold Out | 0 | -6,600 | |
NVS | Novartis AG | 2023-12-31 | Reduce | -0.05% | 92.27 ($96.35) 100.97 | $104.93 | 8.91% | Reduce -16.29% | 18,063 | -3,515 | |
C | Citigroup Inc | 2023-12-31 | Reduce | -0.04% | 38.24 ($44.27) 51.52 | $60.06 | 35.67% | Reduce -0.52% | 1,209,368 | -6,316 | |
OGN | Organon & Co | 2023-12-31 | Reduce | -0.04% | 10.95 ($13.6) 17.32 | $20.35 | 49.63% | Reduce -31.23% | 35,310 | -16,036 | |
VTRS | Viatris Inc | 2023-12-31 | Reduce | -0.03% | 8.77 ($9.58) 10.85 | $10.11 | 5.53% | Reduce -24.11% | 52,356 | -16,632 | |
WBS | Webster Financial Corp | 2023-12-31 | Reduce | -0.03% | 36.81 ($43.21) 53.17 | $40.56 | -6.13% | Reduce -5.02% | 101,073 | -5,339 | |
T | AT&T Inc | 2023-12-31 | Add | +0.02% | 14.32 ($15.79) 17.22 | $17.67 | 11.91% | Add 152.25% | 16,737 | 10,102 | |
BAC | Bank of America Corp | 2023-12-31 | Add | +0.02% | 25.17 ($29.12) 33.94 | $39.51 | 35.68% | Add 7.65% | 40,985 | 2,912 | |
CVX | Chevron Corp | 2023-12-31 | Reduce | -0.02% | 141.77 ($151.24) 169.1 | $153.19 | 1.29% | Reduce -24.63% | 2,448 | -800 | |
MBI | MBIA Inc | 2023-12-31 | Add | +0.02% | 6.1 ($8.04) 14.24 | $5.55 | -30.97% | Add 0.42% | 4,829,606 | 20,222 | |
VOXX | VOXX International Corp | 2023-12-31 | Reduce | -0.02% | 7.28 ($9.91) 11.45 | $3.52 | -64.48% | 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 | $35.80 | 21.77% | Sold Out | 0 | -4,316 | |
IDT | IDT Corp | 2023-12-31 | Reduce | -0.01% | 21.98 ($29.47) 34.09 | $36.14 | 22.63% | Reduce -0.56% | 347,092 | -1,971 | |
CMCSA | Comcast Corp | 2023-12-31 | Add | 0% | 39.15 ($42.86) 44.7 | $37.31 | -12.95% | Add 2.2% | 6,410 | 138 | |
CSX | CSX Corp | 2023-12-31 | Reduce | 0% | 29.24 ($31.85) 34.95 | $32.61 | 2.39% | Reduce -0.21% | 50,320 | -108 | |
XOM | Exxon Mobil Corp | 2023-12-31 | Reduce | 0% | 98.05 ($105.1) 115.83 | $108.36 | 3.10% | Reduce -1.39% | 15,223 | -214 | |
GNE | Genie Energy Ltd | 2023-12-31 | Reduce | 0% | 14.58 ($22.98) 30.61 | $14.29 | -37.82% | 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 | $194.98 | 28.67% | Reduce -0.02% | 5,774 | -1 | |
NTPIF | Nam Tai Property Inc | 2023-12-31 | Reduce | 0% | 3.05 ($4.28) 5 | $4.00 | -6.54% | Reduce -0.42% | 85,530 | -360 | |
RFL | Rafael Holdings Inc | 2023-12-31 | Reduce | 0% | 1.45 ($1.79) 1.97 | $1.48 | -17.32% | Reduce -0.42% | 272,066 | -1,144 | |
TPHS | Trinity Place Holdings Inc | 2023-12-31 | Add | 0% | 0.11 ($0.28) 0.43 | $0.13 | -54.29% | Add 2.77% | 1,522,025 | 41,085 | |
VZ | Verizon Communications Inc | 2023-12-31 | Add | 0% | 30.67 ($35.38) 38.65 | $39.46 | 11.53% | Add 4.84% | 13,397 | 618 | |
ZDGE | Zedge Inc | 2023-12-31 | Reduce | 0% | 1.72 ($2) 2.42 | $2.68 | 34.00% | Reduce -0.39% | 115,977 | -457 | |
BP | BP PLC | 2023-09-30 | Reduce | -0.36% | 34.79 ($37.12) 39.48 | $35.11 | -5.41% | 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 | $9.91 | -32.26% | Reduce -5.1% | 3,639,719 | -195,748 | |
HLN | Haleon PLC | 2023-09-30 | Reduce | -0.29% | 7.85 ($8.33) 8.94 | $8.37 | 0.48% | Reduce -18.73% | 1,032,464 | -237,974 | |
CSX | CSX Corp | 2023-09-30 | New Buy | +0.24% | 29.49 ($31.68) 34.34 | $32.61 | 2.94% | New holding | 50,428 | 50,428 | |
BMY | Bristol-Myers Squibb Co | 2023-09-30 | Reduce | -0.20% | 57.89 ($61.27) 64.73 | $40.97 | -33.13% | Reduce -2.24% | 851,699 | -19,545 | |
MRK | Merck & Co Inc | 2023-09-30 | Reduce | -0.17% | 102.95 ($107.78) 114.33 | $127.50 | 18.30% | Reduce -1.52% | 638,793 | -9,878 | |
AGO | Assured Guaranty Ltd | 2023-09-30 | Reduce | -0.14% | 55.11 ($59.38) 62.77 | $77.59 | 30.67% | Reduce -1.62% | 1,022,139 | -16,795 | |
GSK | GSK PLC | 2023-09-30 | Add | +0.11% | 33.81 ($35.49) 38.07 | $40.66 | 14.57% | 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 | $3.18 | -73.63% | Reduce -0.93% | 6,293,899 | -58,773 | |
C | Citigroup Inc | 2023-09-30 | Add | +0.06% | 40.22 ($43.89) 47.88 | $60.06 | 36.84% | Add 0.74% | 1,215,684 | 8,878 | |
PFE | Pfizer Inc | 2023-09-30 | Reduce | -0.06% | 32.09 ($35.36) 37.51 | $26.98 | -23.70% | Reduce -0.97% | 1,055,759 | -10,332 | |
SEIC | SEI Investments Co | 2023-09-30 | New Buy | +0.06% | 59 ($61.5) 64.08 | $64.72 | 5.24% | New holding | 6,600 | 6,600 | |
VOXX | VOXX International Corp | 2023-09-30 | Reduce | -0.06% | 7.57 ($8.99) 12.8 | $3.52 | -60.85% | Reduce -1.08% | 2,892,612 | -31,554 | |
JPM | JPMorgan Chase & Co | 2023-09-30 | Add | +0.05% | 143.21 ($149.9) 158 | $194.98 | 30.07% | Add 52.98% | 5,775 | 2,000 | |
MBI | MBIA Inc | 2023-09-30 | Reduce | -0.04% | 7.21 ($8.32) 9 | $5.55 | -33.29% | Reduce -0.6% | 4,809,384 | -29,111 | |
SEB | Seaboard Corp | 2023-09-30 | Reduce | -0.04% | 3496.91 ($3633.93) 3850 | $3,068.00 | -15.57% | Reduce -0.9% | 9,474 | -86 |
Total 285
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