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Kahn Brothers13F | |
Kahn Brothers | |
Last update 2023-05-12 | 45 Stocks (0 new) |
Value $695.00 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
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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 |
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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 |
Total 259
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