
	Kahn Brothers 13F
	Kahn Brothers

	Last update 2023-05-12	45 Stocks (0 new)
	Value $695.00 Mil	Turnover 1 %
	Top Holdings: BP(10.70%) MRK(10.29%) BMY(8.98%) NYCB(8.31%) AGO(8.28%) 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 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
Ticker
BP
PTEN
AGO
NYCB
IDT
C
GSK
SEB
MRK
MBI
BMY
PFE
CMCSA
HLN
VOXX
T
GNE
JPM
WBS
BAC
XOM
PG
BB
HOLX
IDWM
NTPIF
OGN
RFL
TPHS
VZ
VTRS
VRAY
ZDGE
GSK
PTEN
AGO
BAC
BMY
CWEGF
VOXX
SEB
BP
BB
C
HLN
MRK
NYCB
PFE
HOLX
NTPIF
NVS
PEYUF
VRAY
WBS
CMCSA
MBI
NAVI
DB
T
XOM
GNE
IDT
IDWM
OGN
RFL
TPHS
VZ
VTRS
ZDGE
GSK
AGO
PTEN
VOXX
C
MRK
NYCB
BP
XOM
BMY
NTPIF
CWEGF
MBI
PFE
WBS
GBCI
SEB
ALC
BB
VRAY
OGN
NAVI
HLN
IDWM
JPM
VTRS
ZDGE
BRK.B
TPHS
IDT
GNE

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
BP	BP PLC	2023-03-31	Reduce	-0.95%	● 33.78 ($37.36) 41.02	$35.65	-4.58%	Reduce -9.49%	1,959,957	-205,544
PTEN	Patterson-UTI Energy Inc	2023-03-31	Reduce	-0.93%	● 10.7 ($14.6) 17.6	$11.04	-24.38%	Reduce -9.37%	4,053,287	-418,818
AGO	Assured Guaranty Ltd	2023-03-31	Reduce	-0.71%	● 46.22 ($58.1) 63.15	$53.38	-8.12%	Reduce -7.09%	1,144,153	-87,259
NYCB	New York Community Bancorp Inc	2023-03-31	Add	+0.55%	● 6.4 ($9.02) 10.41	$10.78	19.51%	Add 7.15%	6,389,144	426,402
IDT	IDT Corp	2023-03-31	Reduce	-0.38%	● 26.85 ($30.78) 34.23	$31.57	2.57%	Reduce -21.9%	366,231	-102,698
C	Citigroup Inc	2023-03-31	Add	+0.33%	● 43.11 ($49.07) 52.35	$46.32	-5.60%	Add 4.2%	1,217,553	49,021
GSK	GSK PLC	2023-03-31	Add	+0.26%	● 33.5 ($34.99) 36.43	$34.11	-2.52%	Add 4.12%	1,277,476	50,570
SEB	Seaboard Corp	2023-03-31	Reduce	-0.20%	● 3675.16 ($3872.85) 4046.8	$3,771.25	-2.62%	Reduce -3.97%	9,560	-395
MRK	Merck & Co Inc	2023-03-31	Reduce	-0.15%	● 102.94 ($107.97) 114.84	$112.52	4.21%	Reduce -1.49%	671,604	-10,159
MBI	MBIA Inc	2023-03-31	Reduce	-0.14%	● 8.09 ($11.94) 13.79	$8.32	-30.32%	Reduce -1.72%	4,734,562	-82,720
BMY	Bristol-Myers Squibb Co	2023-03-31	Reduce	-0.13%	● 65.71 ($70.53) 74.53	$65.66	-6.90%	Reduce -1.47%	900,556	-13,445
PFE	Pfizer Inc	2023-03-31	Reduce	-0.06%	● 39.39 ($43.19) 51.26	$38.36	-11.18%	Reduce -0.83%	1,029,662	-8,644
CMCSA	Comcast Corp	2023-03-31	Reduce	-0.03%	● 35.28 ($37.81) 41.11	$39.19	3.65%	Reduce -82.08%	1,476	-6,762
HLN	Haleon PLC	2023-03-31	Reduce	-0.03%	● 7.57 ($7.97) 8.37	$8.30	4.14%	Reduce -2.08%	1,381,272	-29,343
VOXX	VOXX International Corp	2023-03-31	Reduce	-0.03%	● 8.47 ($10.88) 12.33	$10.37	-4.69%	Reduce -1.05%	2,983,016	-31,681
T	AT&T Inc	2023-03-31	Reduce	-0.02%	● 18.13 ($19.11) 20.42	$15.21	-20.41%	Reduce -61.71%	6,635	-10,694
GNE	Genie Energy Ltd	2023-03-31	Reduce	-0.02%	● 8.96 ($11.4) 13.82	$14.20	24.56%	Reduce -4.7%	310,562	-15,315
JPM	JPMorgan Chase & Co	2023-03-31	Add	+0.02%	● 124.91 ($137.02) 143.8	$140.47	2.52%	Add 36.04%	3,775	1,000
WBS	Webster Financial Corp	2023-03-31	Reduce	-0.02%	● 37.55 ($48) 55.65	$38.47	-19.85%	Reduce -3.4%	113,021	-3,972
BAC	Bank of America Corp	2023-03-31	Reduce	-0.01%	● 26.97 ($33.01) 36.77	$28.71	-13.03%	Reduce -7.73%	39,739	-3,330
XOM	Exxon Mobil Corp	2023-03-31	Reduce	-0.01%	● 99.84 ($110.61) 119.17	$105.76	-4.38%	Reduce -4.08%	14,255	-606
PG	Procter & Gamble Co	2023-03-31	Reduce	-0.01%	● 136.57 ($142.95) 153.92	$146.52	2.50%	Reduce -15.33%	1,900	-344
BB	BlackBerry Ltd	2023-03-31	Reduce	0%	● 3.31 ($3.97) 4.58	$5.31	33.75%	Reduce -0.57%	1,412,945	-8,053
HOLX	Hologic Inc	2023-03-31	Reduce	0%	● 75.55 ($80.5) 86.16	$79.06	-1.79%	Reduce -1.15%	30,035	-350
IDWM	IDW Media Holdings Inc	2023-03-31	Reduce	0%	● 0.67 ($0.93) 1.12	$0.51	-45.16%	Reduce -1.71%	69,416	-1,208
NTPIF	Nam Tai Property Inc	2023-03-31	Reduce	0%	● 1.22 ($1.56) 2.4	$3.99	155.77%	Reduce -1.5%	85,990	-1,310
OGN	Organon & Co	2023-03-31	Reduce	0%	● 21.42 ($26.85) 32.08	$19.76	-26.41%	Reduce -1.62%	61,619	-1,015
RFL	Rafael Holdings Inc	2023-03-31	Reduce	0%	● 1.55 ($2) 2.35	$2.27	13.50%	Reduce -0.66%	279,534	-1,848
TPHS	Trinity Place Holdings Inc	2023-03-31	Reduce	0%	● 0.47 ($0.78) 0.97	$0.56	-28.21%	Reduce -0.22%	1,492,415	-3,228
VZ	Verizon Communications Inc	2023-03-31	Reduce	0%	● 36.54 ($39.44) 42.19	$34.58	-12.32%	Reduce -4.66%	13,304	-650
VTRS	Viatris Inc	2023-03-31	Reduce	0%	● 9.2 ($11.09) 12.26	$9.33	-15.87%	Reduce -0.72%	73,637	-537
VRAY	ViewRay Inc	2023-03-31	Reduce	0%	● 3.28 ($4.23) 4.81	$0.65	-84.54%	Reduce -0.16%	1,620,797	-2,620
ZDGE	Zedge Inc	2023-03-31	Reduce	0%	● 1.74 ($2.43) 3.38	$2.21	-9.05%	Reduce -1.01%	120,648	-1,230
GSK	GSK PLC	2022-12-31	Reduce	-0.36%	● 30 ($33.31) 37.92	$34.11	2.40%	Reduce -5.98%	1,226,906	-78,033
PTEN	Patterson-UTI Energy Inc	2022-12-31	Reduce	-0.24%	● 12.6 ($16.5) 19.3	$11.04	-33.09%	Reduce -2.86%	4,472,105	-131,457
AGO	Assured Guaranty Ltd	2022-12-31	Reduce	-0.16%	● 49.43 ($59.28) 66.57	$53.38	-9.95%	Reduce -1.7%	1,231,412	-21,264
BAC	Bank of America Corp	2022-12-31	Add	+0.14%	● 29.77 ($34.44) 38.41	$28.71	-16.64%	Add 302.21%	43,069	32,361
BMY	Bristol-Myers Squibb Co	2022-12-31	Reduce	-0.11%	● 68.48 ($75.4) 81.13	$65.66	-12.92%	Reduce -1.09%	914,001	-10,092
CWEGF	Crew Energy Inc	2022-12-31	Add	+0.10%	● 3.94 ($4.38) 5.03	$3.78	-13.70%	Add 207.37%	282,780	190,780
VOXX	VOXX International Corp	2022-12-31	Add	+0.08%	● 6.28 ($9.07) 11.1	$10.37	14.33%	Add 2.47%	3,014,697	72,525
SEB	Seaboard Corp	2022-12-31	Add	+0.05%	● 3459.49 ($3770.96) 4049.99	$3,771.25	0.01%	Add 0.99%	9,955	98
BP	BP PLC	2022-12-31	Reduce	-0.04%	● 29.81 ($33.28) 35.9	$35.65	7.12%	Reduce -0.38%	2,165,501	-8,222
BB	BlackBerry Ltd	2022-12-31	Reduce	-0.04%	● 3.18 ($4.44) 5.2	$5.31	19.59%	Reduce -3.79%	1,420,998	-55,970
C	Citigroup Inc	2022-12-31	Add	+0.03%	● 40.45 ($45.43) 50.19	$46.32	1.96%	Add 0.49%	1,168,532	5,741
HLN	Haleon PLC	2022-12-31	Reduce	-0.03%	● 5.96 ($6.8) 8.06	$8.30	22.06%	Reduce -2.21%	1,410,615	-31,935
MRK	Merck & Co Inc	2022-12-31	Reduce	-0.03%	● 87.44 ($102.22) 112.12	$112.52	10.08%	Reduce -0.36%	681,763	-2,492
NYCB	New York Community Bancorp Inc	2022-12-31	Add	+0.03%	● 8.29 ($8.92) 10.06	$10.78	20.85%	Add 0.43%	5,962,742	25,627
PFE	Pfizer Inc	2022-12-31	Reduce	-0.03%	● 41.75 ($47.94) 54.48	$38.36	-19.98%	Reduce -0.39%	1,038,306	-4,047
HOLX	Hologic Inc	2022-12-31	Reduce	-0.02%	● 60.97 ($71.21) 76.99	$79.06	11.02%	Reduce -5%	30,385	-1,600
NTPIF	Nam Tai Property Inc	2022-12-31	New Buy	+0.02%	● 0.99 ($3) 4.22	$3.99	33.00%	New holding	87,300	87,300
NVS	Novartis AG	2022-12-31	Reduce	-0.02%	● 75.31 ($84.23) 92.53	$98.91	17.43%	Reduce -6.5%	21,578	-1,500
PEYUF	Peyto Exploration & Development Corp	2022-12-31	Add	+0.02%	● 8.35 ($9.83) 11.18	$8.35	-15.06%	Add 50.88%	52,807	17,807
VRAY	ViewRay Inc	2022-12-31	Reduce	-0.02%	● 3.65 ($4.35) 4.82	$0.65	-84.97%	Reduce -1.81%	1,623,417	-30,000
WBS	Webster Financial Corp	2022-12-31	Add	+0.02%	● 44.4 ($50.08) 55.4	$38.47	-23.18%	Add 2.12%	116,993	2,429
CMCSA	Comcast Corp	2022-12-31	Add	+0.01%	● 28.68 ($33.08) 36.71	$39.19	18.47%	Add 16.45%	8,238	1,164
MBI	MBIA Inc	2022-12-31	Add	+0.01%	● 9.33 ($11.42) 12.9	$8.32	-27.15%	Add 0.14%	4,817,282	6,808
NAVI	Navient Corp	2022-12-31	Reduce	-0.01%	● 14.45 ($15.82) 17	$16.24	2.65%	Reduce -14.66%	23,286	-4,000
DB	Deutsche Bank AG	2022-12-31	Sold Out	-0.01%	● 7.44 ($9.86) 11.52	$10.60	7.51%	Sold Out	0	-10,000
T	AT&T Inc	2022-12-31	Add	0%	● 14.63 ($17.9) 19.3	$15.21	-15.03%	Add 3.43%	17,329	575
XOM	Exxon Mobil Corp	2022-12-31	Reduce	0%	● 91.92 ($107.14) 114.18	$105.76	-1.29%	Reduce -0.32%	14,861	-48
GNE	Genie Energy Ltd	2022-12-31	Add	0%	● 8.77 ($9.74) 10.88	$14.20	45.79%	Add 0.96%	325,877	3,100
IDT	IDT Corp	2022-12-31	Add	0%	● 23.92 ($26.81) 30	$31.57	17.75%	Add 0.24%	468,929	1,100
IDWM	IDW Media Holdings Inc	2022-12-31	Add	0%	● 0.9 ($1.25) 1.62	$0.51	-59.20%	Add 1.03%	70,624	720
OGN	Organon & Co	2022-12-31	Add	0%	● 23.31 ($25.57) 28.62	$19.76	-22.72%	Add 0.59%	62,634	366
RFL	Rafael Holdings Inc	2022-12-31	Reduce	0%	● 1.73 ($1.85) 2.03	$2.27	22.70%	Reduce -0.28%	281,382	-782
TPHS	Trinity Place Holdings Inc	2022-12-31	Add	0%	● 0.45 ($0.73) 1.04	$0.56	-23.29%	Add 2.63%	1,495,643	38,383
VZ	Verizon Communications Inc	2022-12-31	Reduce	0%	● 35.35 ($37.68) 39.81	$34.58	-8.23%	Reduce -2.17%	13,954	-310
VTRS	Viatris Inc	2022-12-31	Reduce	0%	● 8.72 ($10.45) 11.56	$9.33	-10.72%	Reduce -0.39%	74,174	-288
ZDGE	Zedge Inc	2022-12-31	Add	0%	● 1.67 ($2.16) 2.53	$2.21	2.31%	Add 0.3%	121,878	368
GSK	GSK PLC	2022-09-30	Add	+0.73%	● 28.66 ($36.57) 45.15	$34.11	-6.73%	Add 13.98%	1,304,939	160,011
AGO	Assured Guaranty Ltd	2022-09-30	Reduce	-0.40%	● 46.2 ($53.7) 58.86	$53.38	-0.60%	Reduce -4.01%	1,252,676	-52,322
PTEN	Patterson-UTI Energy Inc	2022-09-30	Reduce	-0.40%	● 10.86 ($14.29) 16.55	$11.04	-22.74%	Reduce -3.9%	4,603,562	-186,805
VOXX	VOXX International Corp	2022-09-30	Add	+0.32%	● 6.21 ($8.59) 10.17	$10.37	20.72%	Add 9.95%	2,942,172	266,160
C	Citigroup Inc	2022-09-30	Add	+0.31%	● 41.67 ($49.4) 54.38	$46.32	-6.23%	Add 4.31%	1,162,791	47,993
MRK	Merck & Co Inc	2022-09-30	Reduce	-0.18%	● 84.53 ($89.27) 94.96	$112.52	26.04%	Reduce -2.11%	684,255	-14,769
NYCB	New York Community Bancorp Inc	2022-09-30	Add	+0.15%	● 8.53 ($9.79) 10.95	$10.78	10.11%	Add 1.97%	5,937,115	114,738
BP	BP PLC	2022-09-30	Reduce	-0.11%	● 26.02 ($29.76) 32.67	$35.65	19.79%	Reduce -1.24%	2,173,723	-27,256
XOM	Exxon Mobil Corp	2022-09-30	Reduce	-0.09%	● 83.14 ($91.3) 100.12	$105.76	15.84%	Reduce -32.87%	14,909	-7,300
BMY	Bristol-Myers Squibb Co	2022-09-30	Reduce	-0.05%	● 66.75 ($72.54) 76.84	$65.66	-9.48%	Reduce -0.51%	924,093	-4,772
NTPIF	Nam Tai Property Inc	2022-09-30	Sold Out	-0.05%	● 4.22 ($4.22) 4.22	$3.99	-5.45%	Sold Out	0	-86,300
CWEGF	Crew Energy Inc	2022-09-30	Reduce	-0.04%	● 3.23 ($4.22) 5.29	$3.78	-10.43%	Reduce -49.45%	92,000	-90,000
MBI	MBIA Inc	2022-09-30	Reduce	-0.04%	● 9.2 ($11.86) 13.25	$8.32	-29.85%	Reduce -0.54%	4,810,474	-25,930
PFE	Pfizer Inc	2022-09-30	Reduce	-0.04%	● 43.76 ($48.59) 53.42	$38.36	-21.05%	Reduce -0.49%	1,042,353	-5,146
WBS	Webster Financial Corp	2022-09-30	Reduce	-0.04%	● 41.78 ($46.28) 50.18	$38.47	-16.88%	Reduce -5.89%	114,564	-7,164
GBCI	Glacier Bancorp Inc	2022-09-30	New Buy	+0.03%	● 47.06 ($50.55) 55.99	$32.71	-35.29%	New holding	4,320	4,320
SEB	Seaboard Corp	2022-09-30	Reduce	-0.03%	● 3389.99 ($3861.57) 4224.99	$3,771.25	-2.34%	Reduce -0.51%	9,857	-51
ALC	Alcon Inc	2022-09-30	Sold Out	-0.03%	● 56.96 ($69.37) 78.09	$79.46	14.55%	Sold Out	0	-3,415
BB	BlackBerry Ltd	2022-09-30	Reduce	-0.02%	● 4.7 ($5.98) 7.02	$5.31	-11.20%	Reduce -1.45%	1,476,968	-21,760
VRAY	ViewRay Inc	2022-09-30	Add	+0.02%	● 2.66 ($3.36) 3.97	$0.65	-80.54%	Add 1.85%	1,653,417	30,000
OGN	Organon & Co	2022-09-30	Reduce	-0.02%	● 23.4 ($30.19) 34.25	$19.76	-34.55%	Reduce -6.45%	62,268	-4,290
NAVI	Navient Corp	2022-09-30	Add	+0.01%	● 13.1 ($15.26) 17.22	$16.24	6.42%	Add 17.18%	27,286	4,000
HLN	Haleon PLC	2022-09-30	Add	+0.01%	● 5.63 ($6.47) 7.5	$8.30	28.28%	Add 0.8%	1,442,550	11,390
IDWM	IDW Media Holdings Inc	2022-09-30	Reduce	0%	● 1.22 ($1.55) 2.04	$0.51	-67.10%	Reduce -0.09%	69,904	-60
JPM	JPMorgan Chase & Co	2022-09-30	Reduce	0%	● 104.5 ($114.76) 123.63	$140.47	22.40%	Reduce -1.77%	2,775	-50
VTRS	Viatris Inc	2022-09-30	Reduce	0%	● 8.48 ($9.84) 11.13	$9.33	-5.18%	Reduce -0.99%	74,462	-747
ZDGE	Zedge Inc	2022-09-30	Reduce	0%	● 2.28 ($2.87) 3.46	$2.21	-23.00%	Reduce -0.09%	121,510	-109
BRK.B	Berkshire Hathaway Inc	2022-09-30	Reduce	0%	● 264.32 ($284.56) 306.65	$329.48	15.79%	Reduce -1.37%	3,107	-43
TPHS	Trinity Place Holdings Inc	2022-09-30	Reduce	0%	● 0.73 ($1.01) 1.19	$0.56	-44.55%	Reduce -0.5%	1,457,260	-7,347
IDT	IDT Corp	2022-09-30	Reduce	0%	● 23.76 ($25.7) 27.8	$31.57	22.84%	Reduce -0.07%	467,829	-337
GNE	Genie Energy Ltd	2022-09-30	Reduce	0%	● 8.59 ($9.69) 11.27	$14.20	46.54%	Reduce -0.1%	322,777	-337

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