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Kahn Brothers13F | |
Kahn Brothers | |
Last update 2023-11-14 | 44 Stocks (2 new) |
Value $641.00 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 |
HLN |
CSX |
BMY |
MRK |
AGO |
GSK |
NYCB |
C |
VOXX |
SEIC |
PFE |
JPM |
MBI |
SEB |
HOPE |
XOM |
CWEGF |
GBCI |
OGN |
HOLX |
BAC |
BB |
IDT |
GNE |
CMCSA |
IDWM |
RFL |
PG |
TPHS |
ZDGE |
VTRS |
VZ |
VRAYQ |
AGO |
BP |
PTEN |
MRK |
BMY |
PFE |
BRK.B |
HLN |
MBI |
VOXX |
PFS |
C |
GSK |
IDT |
CWEGF |
NYCB |
PEYUF |
WBS |
BAC |
GNE |
VRAYQ |
OGN |
XOM |
BB |
RFL |
VZ |
IDWM |
NTPIF |
VTRS |
ZDGE |
BP |
PTEN |
AGO |
NYCB |
IDT |
C |
GSK |
SEB |
MRK |
MBI |
BMY |
PFE |
HLN |
CMCSA |
VOXX |
T |
GNE |
JPM |
WBS |
BAC |
XOM |
PG |
VTRS |
BB |
IDWM |
NTPIF |
TPHS |
OGN |
ZDGE |
RFL |
VZ |
HOLX |
VRAYQ |
GSK |
PTEN |
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 | 2023-09-30 | Reduce | -0.36% | 34.79 ($37.12) 39.48 | $36.07 | -2.83% | 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 | $11.74 | -19.75% | Reduce -5.1% | 3,639,719 | -195,748 | |
HLN | Haleon PLC | 2023-09-30 | Reduce | -0.29% | 7.85 ($8.33) 8.94 | $8.57 | 2.88% | Reduce -18.73% | 1,032,464 | -237,974 | |
CSX | CSX Corp | 2023-09-30 | New Buy | +0.24% | 29.49 ($31.68) 34.34 | $31.85 | 0.54% | New holding | 50,428 | 50,428 | |
BMY | Bristol-Myers Squibb Co | 2023-09-30 | Reduce | -0.20% | 57.89 ($61.27) 64.73 | $48.72 | -20.48% | Reduce -2.24% | 851,699 | -19,545 | |
MRK | Merck & Co Inc | 2023-09-30 | Reduce | -0.17% | 102.95 ($107.78) 114.33 | $101.13 | -6.17% | Reduce -1.52% | 638,793 | -9,878 | |
AGO | Assured Guaranty Ltd | 2023-09-30 | Reduce | -0.14% | 55.11 ($59.38) 62.77 | $67.35 | 13.42% | Reduce -1.62% | 1,022,139 | -16,795 | |
GSK | GSK PLC | 2023-09-30 | Add | +0.11% | 33.81 ($35.49) 38.07 | $35.49 | 0% | 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 | $9.54 | -20.85% | Reduce -0.93% | 6,293,899 | -58,773 | |
C | Citigroup Inc | 2023-09-30 | Add | +0.06% | 40.22 ($43.89) 47.88 | $45.75 | 4.24% | Add 0.74% | 1,215,684 | 8,878 | |
VOXX | VOXX International Corp | 2023-09-30 | Reduce | -0.06% | 7.57 ($8.99) 12.8 | $11.24 | 25.03% | Reduce -1.08% | 2,892,612 | -31,554 | |
SEIC | SEI Investments Co | 2023-09-30 | New Buy | +0.06% | 59 ($61.5) 64.08 | $57.88 | -5.89% | New holding | 6,600 | 6,600 | |
PFE | Pfizer Inc | 2023-09-30 | Reduce | -0.06% | 32.09 ($35.36) 37.51 | $30.08 | -14.93% | Reduce -0.97% | 1,055,759 | -10,332 | |
JPM | JPMorgan Chase & Co | 2023-09-30 | Add | +0.05% | 143.21 ($149.9) 158 | $154.32 | 2.95% | Add 52.98% | 5,775 | 2,000 | |
MBI | MBIA Inc | 2023-09-30 | Reduce | -0.04% | 7.21 ($8.32) 9 | $7.27 | -12.62% | Reduce -0.6% | 4,809,384 | -29,111 | |
SEB | Seaboard Corp | 2023-09-30 | Reduce | -0.04% | 3496.91 ($3633.93) 3850 | $3,502.50 | -3.62% | Reduce -0.9% | 9,474 | -86 | |
HOPE | Hope Bancorp Inc | 2023-09-30 | Sold Out | -0.04% | 8.28 ($9.54) 10.9 | $9.86 | 3.35% | Sold Out | 0 | -31,000 | |
XOM | Exxon Mobil Corp | 2023-09-30 | Add | +0.03% | 100.92 ($109.68) 120.2 | $103.33 | -5.79% | Add 10.62% | 15,437 | 1,482 | |
CWEGF | Crew Energy Inc | 2023-09-30 | Reduce | -0.03% | 4.04 ($4.46) 4.85 | $3.61 | -19.06% | Reduce -23.59% | 145,780 | -45,000 | |
GBCI | Glacier Bancorp Inc | 2023-09-30 | Sold Out | -0.03% | 27.53 ($30.95) 35.28 | $33.83 | 9.31% | Sold Out | 0 | -4,320 | |
OGN | Organon & Co | 2023-09-30 | Reduce | -0.03% | 16.59 ($20.85) 23.77 | $11.41 | -45.28% | Reduce -14.13% | 51,346 | -8,452 | |
HOLX | Hologic Inc | 2023-09-30 | Reduce | -0.02% | 69.24 ($75.57) 81.9 | $70.49 | -6.72% | Reduce -5.14% | 28,491 | -1,544 | |
BAC | Bank of America Corp | 2023-09-30 | Add | +0.02% | 27.17 ($29.59) 32.65 | $30.07 | 1.64% | Add 17.22% | 38,073 | 5,592 | |
BB | BlackBerry Ltd | 2023-09-30 | Reduce | -0.02% | 4.36 ($4.91) 5.6 | $3.74 | -23.83% | Reduce -1.86% | 1,380,056 | -26,189 | |
IDT | IDT Corp | 2023-09-30 | Reduce | -0.02% | 21.96 ($23.54) 26.05 | $29.45 | 25.11% | Reduce -1.15% | 349,063 | -4,052 | |
GNE | Genie Energy Ltd | 2023-09-30 | Reduce | -0.01% | 13.2 ($14.53) 15.97 | $24.09 | 65.79% | Reduce -1.51% | 297,512 | -4,552 | |
CMCSA | Comcast Corp | 2023-09-30 | Add | +0.01% | 41.21 ($44.65) 47.12 | $41.78 | -6.43% | Add 324.93% | 6,272 | 4,796 | |
IDWM | IDW Media Holdings Inc | 2023-09-30 | Reduce | 0% | 0.51 ($0.55) 0.65 | $0.47 | -15.45% | Reduce -0.98% | 67,352 | -664 | |
RFL | Rafael Holdings Inc | 2023-09-30 | Reduce | 0% | 1.9 ($2.15) 2.49 | $1.81 | -15.81% | Reduce -0.74% | 273,210 | -2,026 | |
PG | Procter & Gamble Co | 2023-09-30 | Add | 0% | 145.86 ($152.75) 157.09 | $151.13 | -1.06% | Add 5.26% | 2,000 | 100 | |
TPHS | Trinity Place Holdings Inc | 2023-09-30 | Reduce | 0% | 0.34 ($0.47) 0.64 | $0.20 | -58.43% | Reduce -0.77% | 1,480,940 | -11,475 | |
ZDGE | Zedge Inc | 2023-09-30 | Reduce | 0% | 1.86 ($2.1) 2.38 | $1.80 | -14.29% | Reduce -1.15% | 116,434 | -1,351 | |
VTRS | Viatris Inc | 2023-09-30 | Reduce | 0% | 9.59 ($10.41) 11.35 | $9.13 | -12.30% | Reduce -3.89% | 68,988 | -2,794 | |
VZ | Verizon Communications Inc | 2023-09-30 | Reduce | 0% | 31.46 ($33.79) 37.48 | $37.76 | 11.75% | Reduce -4.17% | 12,779 | -556 | |
VRAYQ | ViewRay Inc | 2023-09-30 | Reduce | 0% | 0.01 ($0.07) 0.43 | $0 | -100.00% | Reduce -0.1% | 2,046,547 | -2,000 | |
AGO | Assured Guaranty Ltd | 2023-06-30 | Reduce | -0.76% | 50.27 ($53.1) 55.8 | $67.35 | 26.84% | Reduce -9.2% | 1,038,934 | -105,219 | |
BP | BP PLC | 2023-06-30 | Reduce | -0.64% | 33.71 ($37.02) 40.65 | $36.07 | -2.57% | Reduce -5.99% | 1,842,491 | -117,466 | |
PTEN | Patterson-UTI Energy Inc | 2023-06-30 | Reduce | -0.37% | 9.74 ($11.29) 12.64 | $11.74 | 3.99% | Reduce -5.37% | 3,835,467 | -217,820 | |
MRK | Merck & Co Inc | 2023-06-30 | Reduce | -0.35% | 106.39 ($113.43) 118.38 | $101.13 | -10.84% | Reduce -3.41% | 648,671 | -22,933 | |
BMY | Bristol-Myers Squibb Co | 2023-06-30 | Reduce | -0.29% | 63.71 ($67.09) 70.74 | $48.72 | -27.38% | Reduce -3.25% | 871,244 | -29,312 | |
PFE | Pfizer Inc | 2023-06-30 | Add | +0.20% | 36.12 ($38.95) 41.79 | $30.08 | -22.77% | Add 3.54% | 1,066,091 | 36,429 | |
BRK.B | Berkshire Hathaway Inc | 2023-06-30 | Sold Out | -0.14% | 308.77 ($326.09) 341 | $358.69 | 10.00% | Sold Out | 0 | -3,107 | |
HLN | Haleon PLC | 2023-06-30 | Reduce | -0.13% | 8.04 ($8.53) 9 | $8.57 | 0.47% | Reduce -8.02% | 1,270,438 | -110,834 | |
MBI | MBIA Inc | 2023-06-30 | Add | +0.13% | 7.58 ($9.01) 10.96 | $7.27 | -19.31% | Add 2.2% | 4,838,495 | 103,933 | |
VOXX | VOXX International Corp | 2023-06-30 | Reduce | -0.10% | 8.26 ($11.84) 14.7 | $11.24 | -5.07% | Reduce -1.97% | 2,924,166 | -58,850 | |
PFS | Provident Financial Services Inc | 2023-06-30 | Sold Out | -0.08% | 14.9 ($17.04) 19.18 | $15.20 | -10.80% | Sold Out | 0 | -27,472 | |
C | Citigroup Inc | 2023-06-30 | Reduce | -0.07% | 44.23 ($46.84) 50.4 | $45.75 | -2.33% | Reduce -0.88% | 1,206,806 | -10,747 | |
GSK | GSK PLC | 2023-06-30 | Reduce | -0.07% | 33.6 ($35.86) 38.32 | $35.49 | -1.03% | Reduce -1.1% | 1,263,458 | -14,018 | |
IDT | IDT Corp | 2023-06-30 | Reduce | -0.06% | 25.48 ($30.93) 34.77 | $29.45 | -4.78% | Reduce -3.58% | 353,115 | -13,116 | |
CWEGF | Crew Energy Inc | 2023-06-30 | Reduce | -0.05% | 3.2 ($3.63) 4.14 | $3.61 | -0.55% | Reduce -32.53% | 190,780 | -92,000 | |
NYCB | New York Community Bancorp Inc | 2023-06-30 | Reduce | -0.05% | 8.67 ($10.1) 11.24 | $9.54 | -5.50% | Reduce -0.57% | 6,352,672 | -36,472 | |
PEYUF | Peyto Exploration & Development Corp | 2023-06-30 | Reduce | -0.05% | 7.98 ($8.67) 9.72 | $9.31 | 7.38% | Reduce -66.28% | 17,807 | -35,000 | |
WBS | Webster Financial Corp | 2023-06-30 | Reduce | -0.04% | 32.24 ($36.96) 40.69 | $44.54 | 20.51% | Reduce -5.85% | 106,412 | -6,609 | |
BAC | Bank of America Corp | 2023-06-30 | Reduce | -0.03% | 26.99 ($28.54) 30.56 | $30.07 | 5.38% | Reduce -18.26% | 32,481 | -7,258 | |
GNE | Genie Energy Ltd | 2023-06-30 | Reduce | -0.02% | 13.15 ($14.8) 16.23 | $24.09 | 62.77% | Reduce -2.74% | 302,064 | -8,498 | |
VRAYQ | ViewRay Inc | 2023-06-30 | Add | +0.02% | 0.35 ($1.07) 3.46 | $0 | -100.00% | Add 26.39% | 2,048,547 | 427,750 | |
OGN | Organon & Co | 2023-06-30 | Reduce | -0.01% | 19.27 ($21.76) 24.63 | $11.41 | -47.56% | Reduce -2.96% | 59,798 | -1,821 | |
XOM | Exxon Mobil Corp | 2023-06-30 | Reduce | 0% | 102.18 ($109.12) 118.34 | $103.33 | -5.31% | Reduce -2.1% | 13,955 | -300 | |
BB | BlackBerry Ltd | 2023-06-30 | Reduce | 0% | 3.88 ($4.84) 5.53 | $3.74 | -22.73% | Reduce -0.47% | 1,406,245 | -6,700 | |
RFL | Rafael Holdings Inc | 2023-06-30 | Reduce | 0% | 1.55 ($2.02) 2.3 | $1.81 | -10.40% | Reduce -1.54% | 275,236 | -4,298 | |
VZ | Verizon Communications Inc | 2023-06-30 | Add | 0% | 34.46 ($37.04) 40.11 | $37.76 | 1.94% | Add 0.23% | 13,335 | 31 | |
IDWM | IDW Media Holdings Inc | 2023-06-30 | Reduce | 0% | 0.39 ($0.55) 0.86 | $0.47 | -15.45% | Reduce -2.02% | 68,016 | -1,400 | |
NTPIF | Nam Tai Property Inc | 2023-06-30 | Reduce | 0% | 1.7 ($3.56) 5.8 | $4.75 | 33.43% | Reduce -0.12% | 85,890 | -100 | |
VTRS | Viatris Inc | 2023-06-30 | Reduce | 0% | 9.02 ($9.55) 10.29 | $9.13 | -4.40% | Reduce -2.52% | 71,782 | -1,855 | |
ZDGE | Zedge Inc | 2023-06-30 | Reduce | 0% | 1.87 ($2.09) 2.41 | $1.80 | -13.88% | Reduce -2.37% | 117,785 | -2,863 | |
BP | BP PLC | 2023-03-31 | Reduce | -0.95% | 33.78 ($37.36) 41.02 | $36.07 | -3.45% | 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 | $11.74 | -19.59% | Reduce -9.37% | 4,053,287 | -418,818 | |
AGO | Assured Guaranty Ltd | 2023-03-31 | Reduce | -0.71% | 46.22 ($58.1) 63.15 | $67.35 | 15.92% | 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 | $9.54 | 5.82% | Add 7.15% | 6,389,144 | 426,402 | |
IDT | IDT Corp | 2023-03-31 | Reduce | -0.38% | 26.85 ($30.78) 34.23 | $29.45 | -4.32% | Reduce -21.9% | 366,231 | -102,698 | |
C | Citigroup Inc | 2023-03-31 | Add | +0.33% | 43.11 ($49.07) 52.35 | $45.75 | -6.77% | Add 4.2% | 1,217,553 | 49,021 | |
GSK | GSK PLC | 2023-03-31 | Add | +0.26% | 33.5 ($34.99) 36.43 | $35.49 | 1.43% | Add 4.12% | 1,277,476 | 50,570 | |
SEB | Seaboard Corp | 2023-03-31 | Reduce | -0.20% | 3675.16 ($3872.85) 4046.8 | $3,502.50 | -9.56% | Reduce -3.97% | 9,560 | -395 | |
MRK | Merck & Co Inc | 2023-03-31 | Reduce | -0.15% | 102.94 ($107.97) 114.84 | $101.13 | -6.34% | Reduce -1.49% | 671,604 | -10,159 | |
MBI | MBIA Inc | 2023-03-31 | Reduce | -0.14% | 8.09 ($11.94) 13.79 | $7.27 | -39.11% | 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 | $48.72 | -30.92% | Reduce -1.47% | 900,556 | -13,445 | |
PFE | Pfizer Inc | 2023-03-31 | Reduce | -0.06% | 39.39 ($43.19) 51.26 | $30.08 | -30.35% | Reduce -0.83% | 1,029,662 | -8,644 | |
HLN | Haleon PLC | 2023-03-31 | Reduce | -0.03% | 7.57 ($7.97) 8.37 | $8.57 | 7.53% | Reduce -2.08% | 1,381,272 | -29,343 | |
CMCSA | Comcast Corp | 2023-03-31 | Reduce | -0.03% | 35.28 ($37.81) 41.11 | $41.78 | 10.50% | Reduce -82.08% | 1,476 | -6,762 | |
VOXX | VOXX International Corp | 2023-03-31 | Reduce | -0.03% | 8.47 ($10.88) 12.33 | $11.24 | 3.31% | Reduce -1.05% | 2,983,016 | -31,681 | |
T | AT&T Inc | 2023-03-31 | Reduce | -0.02% | 18.13 ($19.11) 20.42 | $16.30 | -14.70% | Reduce -61.71% | 6,635 | -10,694 | |
GNE | Genie Energy Ltd | 2023-03-31 | Reduce | -0.02% | 8.96 ($11.4) 13.82 | $24.09 | 111.32% | Reduce -4.7% | 310,562 | -15,315 | |
JPM | JPMorgan Chase & Co | 2023-03-31 | Add | +0.02% | 124.91 ($137.02) 143.8 | $154.32 | 12.63% | Add 36.04% | 3,775 | 1,000 | |
WBS | Webster Financial Corp | 2023-03-31 | Reduce | -0.02% | 37.55 ($48) 55.65 | $44.54 | -7.21% | Reduce -3.4% | 113,021 | -3,972 | |
BAC | Bank of America Corp | 2023-03-31 | Reduce | -0.01% | 26.97 ($33.01) 36.77 | $30.07 | -8.89% | Reduce -7.73% | 39,739 | -3,330 | |
XOM | Exxon Mobil Corp | 2023-03-31 | Reduce | -0.01% | 99.84 ($110.61) 119.17 | $103.33 | -6.58% | Reduce -4.08% | 14,255 | -606 | |
PG | Procter & Gamble Co | 2023-03-31 | Reduce | -0.01% | 136.57 ($142.95) 153.92 | $151.13 | 5.72% | Reduce -15.33% | 1,900 | -344 | |
VTRS | Viatris Inc | 2023-03-31 | Reduce | 0% | 9.2 ($11.09) 12.26 | $9.13 | -17.67% | Reduce -0.72% | 73,637 | -537 | |
BB | BlackBerry Ltd | 2023-03-31 | Reduce | 0% | 3.31 ($3.97) 4.58 | $3.74 | -5.79% | Reduce -0.57% | 1,412,945 | -8,053 | |
IDWM | IDW Media Holdings Inc | 2023-03-31 | Reduce | 0% | 0.67 ($0.93) 1.12 | $0.47 | -50.00% | Reduce -1.71% | 69,416 | -1,208 | |
NTPIF | Nam Tai Property Inc | 2023-03-31 | Reduce | 0% | 1.22 ($1.56) 2.4 | $4.75 | 204.49% | Reduce -1.5% | 85,990 | -1,310 | |
TPHS | Trinity Place Holdings Inc | 2023-03-31 | Reduce | 0% | 0.47 ($0.78) 0.97 | $0.20 | -74.95% | Reduce -0.22% | 1,492,415 | -3,228 | |
OGN | Organon & Co | 2023-03-31 | Reduce | 0% | 21.42 ($26.85) 32.08 | $11.41 | -57.50% | Reduce -1.62% | 61,619 | -1,015 | |
ZDGE | Zedge Inc | 2023-03-31 | Reduce | 0% | 1.74 ($2.43) 3.38 | $1.80 | -25.93% | Reduce -1.01% | 120,648 | -1,230 | |
RFL | Rafael Holdings Inc | 2023-03-31 | Reduce | 0% | 1.55 ($2) 2.35 | $1.81 | -9.50% | Reduce -0.66% | 279,534 | -1,848 | |
VZ | Verizon Communications Inc | 2023-03-31 | Reduce | 0% | 36.54 ($39.44) 42.19 | $37.76 | -4.26% | Reduce -4.66% | 13,304 | -650 | |
HOLX | Hologic Inc | 2023-03-31 | Reduce | 0% | 75.55 ($80.5) 86.16 | $70.49 | -12.43% | Reduce -1.15% | 30,035 | -350 | |
VRAYQ | ViewRay Inc | 2023-03-31 | Reduce | 0% | 3.28 ($4.23) 4.81 | $0 | -100.00% | Reduce -0.16% | 1,620,797 | -2,620 | |
GSK | GSK PLC | 2022-12-31 | Reduce | -0.36% | 30 ($33.31) 37.92 | $35.49 | 6.54% | 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 | $11.74 | -28.85% | Reduce -2.86% | 4,472,105 | -131,457 |
Total 265
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