
	Kahn Brothers 13F
	Kahn Brothers

	Last update 2023-02-15	45 Stocks (1 new)
	Value $760.00 Mil	Turnover 1 %
	Top Holdings: AGO(10.09%) MRK(9.96%) BP(9.96%) PTEN(9.91%) BMY(8.66%) 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
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
IDW
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
IDW
JPM
VTRS
ZDGE
BRK.B
TPHS
IDT
GNE
RFL
PTEN
NYCB
C
VOXX
VRAY
AGO
XOM
MRK
PFE
BP
BMY
NRIM
GSK
VTRS
BB
MBI
T
CMCSA
NAVI
WBD
PG
JPM
NVS
VZ
OGN
ALC
TPHS
ZDGE
GNE
WBS
NTPIF
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
GSK	GSK PLC	2022-12-31	Reduce	-0.36%	● 30 ($33.31) 37.92	$34.38	3.21%	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	$10.83	-34.36%	Reduce -2.86%	4,472,105	-131,457
AGO	Assured Guaranty Ltd	2022-12-31	Reduce	-0.16%	● 49.43 ($59.28) 66.57	$46.92	-20.85%	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	$27.14	-21.20%	Add 302.21%	43,069	32,361
BMY	Bristol-Myers Squibb Co	2022-12-31	Reduce	-0.11%	● 68.48 ($75.4) 81.13	$67.68	-10.24%	Reduce -1.09%	914,001	-10,092
CWEGF	Crew Energy Inc	2022-12-31	Add	+0.10%	● 3.94 ($4.38) 5.03	$3.39	-22.60%	Add 207.37%	282,780	190,780
VOXX	VOXX International Corp	2022-12-31	Add	+0.08%	● 6.28 ($9.07) 11.1	$12.10	33.41%	Add 2.47%	3,014,697	72,525
SEB	Seaboard Corp	2022-12-31	Add	+0.05%	● 3459.49 ($3770.96) 4049.99	$3,775.89	0.13%	Add 0.99%	9,955	98
BP	BP PLC	2022-12-31	Reduce	-0.04%	● 29.81 ($33.28) 35.9	$35.88	7.81%	Reduce -0.38%	2,165,501	-8,222
BB	BlackBerry Ltd	2022-12-31	Reduce	-0.04%	● 3.18 ($4.44) 5.2	$3.84	-13.51%	Reduce -3.79%	1,420,998	-55,970
C	Citigroup Inc	2022-12-31	Add	+0.03%	● 40.45 ($45.43) 50.19	$43.11	-5.11%	Add 0.49%	1,168,532	5,741
HLN	Haleon PLC	2022-12-31	Reduce	-0.03%	● 5.96 ($6.8) 8.06	$8.17	20.15%	Reduce -2.21%	1,410,615	-31,935
MRK	Merck & Co Inc	2022-12-31	Reduce	-0.03%	● 87.44 ($102.22) 112.12	$104.80	2.52%	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	$8.95	0.34%	Add 0.43%	5,962,742	25,627
PFE	Pfizer Inc	2022-12-31	Reduce	-0.03%	● 41.75 ($47.94) 54.48	$40.39	-15.75%	Reduce -0.39%	1,038,306	-4,047
HOLX	Hologic Inc	2022-12-31	Reduce	-0.02%	● 60.97 ($71.21) 76.99	$79.20	11.22%	Reduce -5%	30,385	-1,600
NTPIF	Nam Tai Property Inc	2022-12-31	New Buy	+0.02%	● 0.99 ($3) 4.22	$1.50	-50.00%	New holding	87,300	87,300
NVS	Novartis AG	2022-12-31	Reduce	-0.02%	● 75.31 ($84.23) 92.53	$83.59	-0.76%	Reduce -6.5%	21,578	-1,500
PEYUF	Peyto Exploration & Development Corp	2022-12-31	Add	+0.02%	● 8.35 ($9.83) 11.18	$8.85	-9.95%	Add 50.88%	52,807	17,807
VRAY	ViewRay Inc	2022-12-31	Reduce	-0.02%	● 3.65 ($4.35) 4.82	$3.36	-22.76%	Reduce -1.81%	1,623,417	-30,000
WBS	Webster Financial Corp	2022-12-31	Add	+0.02%	● 44.4 ($50.08) 55.4	$38.62	-22.88%	Add 2.12%	116,993	2,429
CMCSA	Comcast Corp	2022-12-31	Add	+0.01%	● 28.68 ($33.08) 36.71	$35.92	8.59%	Add 16.45%	8,238	1,164
MBI	MBIA Inc	2022-12-31	Add	+0.01%	● 9.33 ($11.42) 12.9	$8.20	-28.20%	Add 0.14%	4,817,282	6,808
NAVI	Navient Corp	2022-12-31	Reduce	-0.01%	● 14.45 ($15.82) 17	$15.28	-3.41%	Reduce -14.66%	23,286	-4,000
DB	Deutsche Bank AG	2022-12-31	Sold Out	-0.01%	● 7.44 ($9.86) 11.52	$9.35	-5.17%	Sold Out	0	-10,000
T	AT&T Inc	2022-12-31	Add	0%	● 14.63 ($17.9) 19.3	$18.61	3.97%	Add 3.43%	17,329	575
XOM	Exxon Mobil Corp	2022-12-31	Reduce	0%	● 91.92 ($107.14) 114.18	$103.53	-3.37%	Reduce -0.32%	14,861	-48
GNE	Genie Energy Ltd	2022-12-31	Add	0%	● 8.77 ($9.74) 10.88	$11.65	19.61%	Add 0.96%	325,877	3,100
IDT	IDT Corp	2022-12-31	Add	0%	● 23.92 ($26.81) 30	$32.59	21.56%	Add 0.24%	468,929	1,100
IDW	IDW Media Holdings Inc	2022-12-31	Add	0%	● 0.9 ($1.25) 1.62	$0.70	-44.00%	Add 1.03%	70,624	720
OGN	Organon & Co	2022-12-31	Add	0%	● 23.31 ($25.57) 28.62	$21.86	-14.51%	Add 0.59%	62,634	366
RFL	Rafael Holdings Inc	2022-12-31	Reduce	0%	● 1.73 ($1.85) 2.03	$1.67	-9.73%	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	$37.66	-0.05%	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	$1.90	-12.04%	Add 0.3%	121,878	368
GSK	GSK PLC	2022-09-30	Add	+0.73%	● 28.66 ($36.57) 45.15	$34.38	-5.99%	Add 13.98%	1,304,939	160,011
AGO	Assured Guaranty Ltd	2022-09-30	Reduce	-0.40%	● 46.2 ($53.7) 58.86	$46.92	-12.63%	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	$10.83	-24.21%	Reduce -3.9%	4,603,562	-186,805
VOXX	VOXX International Corp	2022-09-30	Add	+0.32%	● 6.21 ($8.59) 10.17	$12.10	40.86%	Add 9.95%	2,942,172	266,160
C	Citigroup Inc	2022-09-30	Add	+0.31%	● 41.67 ($49.4) 54.38	$43.11	-12.73%	Add 4.31%	1,162,791	47,993
MRK	Merck & Co Inc	2022-09-30	Reduce	-0.18%	● 84.53 ($89.27) 94.96	$104.80	17.40%	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	$8.95	-8.58%	Add 1.97%	5,937,115	114,738
BP	BP PLC	2022-09-30	Reduce	-0.11%	● 26.02 ($29.76) 32.67	$35.88	20.56%	Reduce -1.24%	2,173,723	-27,256
XOM	Exxon Mobil Corp	2022-09-30	Reduce	-0.09%	● 83.14 ($91.3) 100.12	$103.53	13.40%	Reduce -32.87%	14,909	-7,300
BMY	Bristol-Myers Squibb Co	2022-09-30	Reduce	-0.05%	● 66.75 ($72.54) 76.84	$67.68	-6.70%	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	$1.50	-64.45%	Sold Out	0	-86,300
CWEGF	Crew Energy Inc	2022-09-30	Reduce	-0.04%	● 3.23 ($4.22) 5.29	$3.39	-19.67%	Reduce -49.45%	92,000	-90,000
MBI	MBIA Inc	2022-09-30	Reduce	-0.04%	● 9.2 ($11.86) 13.25	$8.20	-30.86%	Reduce -0.54%	4,810,474	-25,930
PFE	Pfizer Inc	2022-09-30	Reduce	-0.04%	● 43.76 ($48.59) 53.42	$40.39	-16.88%	Reduce -0.49%	1,042,353	-5,146
WBS	Webster Financial Corp	2022-09-30	Reduce	-0.04%	● 41.78 ($46.28) 50.18	$38.62	-16.55%	Reduce -5.89%	114,564	-7,164
GBCI	Glacier Bancorp Inc	2022-09-30	New Buy	+0.03%	● 47.06 ($50.55) 55.99	$42.49	-15.94%	New holding	4,320	4,320
SEB	Seaboard Corp	2022-09-30	Reduce	-0.03%	● 3389.99 ($3861.57) 4224.99	$3,775.89	-2.22%	Reduce -0.51%	9,857	-51
ALC	Alcon Inc	2022-09-30	Sold Out	-0.03%	● 56.96 ($69.37) 78.09	$67.49	-2.71%	Sold Out	0	-3,415
BB	BlackBerry Ltd	2022-09-30	Reduce	-0.02%	● 4.7 ($5.98) 7.02	$3.84	-35.79%	Reduce -1.45%	1,476,968	-21,760
VRAY	ViewRay Inc	2022-09-30	Add	+0.02%	● 2.66 ($3.36) 3.97	$3.36	0%	Add 1.85%	1,653,417	30,000
OGN	Organon & Co	2022-09-30	Reduce	-0.02%	● 23.4 ($30.19) 34.25	$21.86	-27.59%	Reduce -6.45%	62,268	-4,290
NAVI	Navient Corp	2022-09-30	Add	+0.01%	● 13.1 ($15.26) 17.22	$15.28	0.13%	Add 17.18%	27,286	4,000
HLN	Haleon PLC	2022-09-30	Add	+0.01%	● 5.63 ($6.47) 7.5	$8.17	26.28%	Add 0.8%	1,442,550	11,390
IDW	IDW Media Holdings Inc	2022-09-30	Reduce	0%	● 1.22 ($1.55) 2.04	$0.70	-54.84%	Reduce -0.09%	69,904	-60
JPM	JPMorgan Chase & Co	2022-09-30	Reduce	0%	● 104.5 ($114.76) 123.63	$124.91	8.84%	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	$1.90	-33.80%	Reduce -0.09%	121,510	-109
BRK.B	Berkshire Hathaway Inc	2022-09-30	Reduce	0%	● 264.32 ($284.56) 306.65	$298.92	5.05%	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	$32.59	26.81%	Reduce -0.07%	467,829	-337
GNE	Genie Energy Ltd	2022-09-30	Reduce	0%	● 8.59 ($9.69) 11.27	$11.65	20.23%	Reduce -0.1%	322,777	-337
RFL	Rafael Holdings Inc	2022-09-30	Add	0%	● 1.8 ($2.14) 2.63	$1.67	-21.96%	Add 0.53%	282,164	1,499
PTEN	Patterson-UTI Energy Inc	2022-06-30	Reduce	-1.97%	● 14.3 ($16.77) 19.81	$10.83	-35.42%	Reduce -17.34%	4,790,367	-1,004,840
NYCB	New York Community Bancorp Inc	2022-06-30	Add	+1.09%	● 8.65 ($9.6) 10.72	$8.95	-6.77%	Add 17.78%	5,822,377	879,008
C	Citigroup Inc	2022-06-30	Add	+0.89%	● 45.69 ($50.08) 54.09	$43.11	-13.92%	Add 14.67%	1,114,798	142,651
VOXX	VOXX International Corp	2022-06-30	Add	+0.44%	● 6.16 ($8.25) 9.97	$12.10	46.67%	Add 15.02%	2,676,012	349,542
VRAY	ViewRay Inc	2022-06-30	Add	+0.16%	● 2.42 ($3.02) 4.05	$3.36	11.26%	Add 38.42%	1,623,417	450,555
AGO	Assured Guaranty Ltd	2022-06-30	Reduce	-0.15%	● 52.71 ($57.8) 65.09	$46.92	-18.82%	Reduce -1.4%	1,304,998	-18,495
XOM	Exxon Mobil Corp	2022-06-30	Add	+0.08%	● 82.26 ($90.08) 104.59	$103.53	14.93%	Add 45.5%	22,209	6,945
MRK	Merck & Co Inc	2022-06-30	Add	+0.06%	● 82.05 ($88.55) 94.64	$104.80	18.35%	Add 0.65%	699,024	4,489
PFE	Pfizer Inc	2022-06-30	Add	+0.04%	● 46.53 ($50.97) 55.17	$40.39	-20.76%	Add 0.53%	1,047,499	5,517
BP	BP PLC	2022-06-30	Reduce	-0.03%	● 27.36 ($30.62) 34.19	$35.88	17.18%	Reduce -0.39%	2,200,979	-8,670
BMY	Bristol-Myers Squibb Co	2022-06-30	Add	+0.03%	● 72.62 ($76.11) 79.98	$67.68	-11.08%	Add 0.34%	928,865	3,137
NRIM	Northrim BanCorp Inc	2022-06-30	Sold Out	-0.03%	● 38.69 ($41.1) 43.73	$46.99	14.33%	Sold Out	0	-4,736
GSK	GSK PLC	2022-06-30	Add	+0.02%	● 42.4 ($45.4) 48.17	$34.38	-24.27%	Add 0.32%	1,144,928	4,496
VTRS	Viatris Inc	2022-06-30	Reduce	-0.02%	● 9.95 ($10.96) 12.27	$9.33	-14.87%	Reduce -13.31%	75,209	-11,551
BB	BlackBerry Ltd	2022-06-30	Reduce	-0.01%	● 4.89 ($5.96) 7.46	$3.84	-35.57%	Reduce -0.41%	1,498,728	-6,127
MBI	MBIA Inc	2022-06-30	Add	+0.01%	● 11.55 ($13.19) 15.95	$8.20	-37.83%	Add 0.15%	4,836,404	7,159
T	AT&T Inc	2022-06-30	Add	+0.01%	● 17.84 ($19.91) 21.32	$18.61	-6.53%	Add 15.17%	16,754	2,207
CMCSA	Comcast Corp	2022-06-30	Add	+0.01%	● 37.91 ($42.94) 48.11	$35.92	-16.35%	Add 31.05%	7,074	1,676
NAVI	Navient Corp	2022-06-30	Reduce	-0.01%	● 12.63 ($15.58) 17.65	$15.28	-1.93%	Reduce -16.2%	23,286	-4,500
WBD	Warner Bros.Discovery Inc	2022-06-30	Sold Out	-0.01%	● 13.17 ($18.65) 26	$14.00	-24.93%	Sold Out	0	-3,519
PG	Procter & Gamble Co	2022-06-30	Add	+0.01%	● 132.36 ($150.34) 163.65	$146.72	-2.41%	Add 40.25%	2,244	644
JPM	JPMorgan Chase & Co	2022-06-30	Reduce	-0.01%	● 112.61 ($124.09) 136.32	$124.91	0.66%	Reduce -10.32%	2,825	-325
NVS	Novartis AG	2022-06-30	Add	+0.01%	● 80.52 ($87.73) 93.75	$83.59	-4.72%	Add 3.13%	23,078	700
VZ	Verizon Communications Inc	2022-06-30	Reduce	-0.01%	● 46.23 ($50.59) 55.01	$37.66	-25.56%	Reduce -9.23%	14,264	-1,450
OGN	Organon & Co	2022-06-30	Reduce	0%	● 31.66 ($35.02) 38.9	$21.86	-37.58%	Reduce -1.26%	66,558	-846
ALC	Alcon Inc	2022-06-30	Add	0%	● 64.25 ($73.06) 81.25	$67.49	-7.62%	Add 7.56%	3,415	240
TPHS	Trinity Place Holdings Inc	2022-06-30	Add	0%	● 0.96 ($1.32) 1.9	$0.56	-57.58%	Add 0.04%	1,464,607	625
ZDGE	Zedge Inc	2022-06-30	Add	0%	● 2.82 ($4.96) 6.36	$1.90	-61.69%	Add 0.02%	121,619	22
GNE	Genie Energy Ltd	2022-06-30	Add	0%	● 6.28 ($7.36) 9.16	$11.65	58.29%	Add 0.02%	323,114	68
WBS	Webster Financial Corp	2022-06-30	Reduce	0%	● 42.15 ($48.29) 56.12	$38.62	-20.02%	Reduce -0.38%	121,728	-468
NTPIF	Nam Tai Property Inc	2022-06-30	Add	0%	● 4.08 ($5.21) 7.77	$1.50	-71.21%	Add 0.82%	86,300	700
SEB	Seaboard Corp	2022-06-30	Reduce	0%	● 3598.63 ($4036.46) 4300.01	$3,775.89	-6.46%	Reduce -0.05%	9,908	-5

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