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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's Portfolio
Kahn Brothers Current Holdings
| Ticker |
|---|
| Ticker |
DIS |
FRFHF |
AR |
MSFT |
AAPL |
CI |
PNC |
AM |
EGLE |
GBCI |
PEG |
GTX |
PIFYF |
OGN |
BAYRY |
MBI |
SEB |
NYCB |
TPHS |
CSX |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
DIS | The Walt Disney Co | 93,932 | 11,493.27 | New Holding | 1.70 | +1.70% | 0.01 | -8.58% | +13.86% | 187,354.13 | Media - Diversified | |
FRFHF | Fairfax Financial Holdings Ltd | 1,018 | 1,098.00 | New Holding | 0.16 | +0.16% | 0 | +9.91% | +26.34% | 26,540.11 | Insurance | |
AR | Antero Resources Corp | 30,156 | 875.00 | New Holding | 0.13 | +0.13% | 0.01 | +46.05% | +51.46% | 10,666.90 | Oil & Gas | |
MSFT | Microsoft Corp | 1,902 | 800.68 | New Holding | 0.12 | +0.12% | 0 | +4.25% | +12.92% | 3,144,459.94 | Software | |
AAPL | Apple Inc | 2,492 | 427.00 | New Holding | 0.06 | +0.06% | 0 | +3.41% | -1.12% | 2,909,182.04 | Hardware | |
CI | The Cigna Group | 1,101 | 400.33 | New Holding | 0.06 | +0.06% | 0 | +1.63% | +15.12% | 97,516.92 | Healthcare Plans | |
PNC | PNC Financial Services Group Inc | 1,925 | 311.00 | New Holding | 0.05 | +0.05% | 0 | +8.92% | +6.33% | 64,198.34 | Banks | |
AM | Antero Midstream Corp | 17,806 | 250.00 | New Holding | 0.04 | +0.04% | 0 | +20.24% | +21.20% | 7,059.81 | Oil & Gas | |
EGLE | Eagle Bulk Shipping Inc | 4,460 | 279.00 | New Holding | 0.04 | +0.04% | 0.04 | +15.28% | +14.07% | 693.16 | Transportation | |
GBCI | Glacier Bancorp Inc | 6,264 | 252.00 | New Holding | 0.04 | +0.04% | 0.01 | +2.21% | -4.77% | 4,430.09 | Banks | |
PEG | Public Service Enterprise Group Inc | 4,500 | 301.00 | New Holding | 0.04 | +0.04% | 0 | +26.14% | +22.94% | 37,082.09 | Utilities - Regulated | |
GTX | Garrett Motion Inc | 21,481 | 214.00 | New Holding | 0.03 | +0.03% | 0.01 | +1.59% | -0.83% | 2,167.25 | Vehicles & Parts | |
PIFYF | Pine Cliff Energy Ltd | 129,731 | 96.00 | New Holding | 0.01 | +0.01% | 0.04 | -15.81% | -24.87% | 265.99 | Oil & Gas | |
OGN | Organon & Co | 1,180,204 | 22,187.58 | +3,242.41% | 3.29 | +3.19% | 0.46 | +19.69% | +54.55% | 5,567.75 | Drug Manufacturers | |
BAYRY | Bayer AG | 3,099,140 | 23,739.22 | +334.97% | 3.52 | +2.71% | 0.08 | +5.54% | -12.87% | 31,496.55 | Drug Manufacturers | |
MBI | MBIA Inc | 5,176,613 | 34,993.45 | +7.18% | 5.19 | +0.35% | 10.09 | -12.70% | -2.29% | 305.61 | Insurance | |
SEB | Seaboard Corp | 9,052 | 29,182.64 | +0.99% | 4.33 | +0.04% | 0.93 | -2.60% | -4.90% | 3,292.59 | Conglomerates | |
NYCB | New York Community Bancorp Inc | 6,213,289 | 20,006.59 | +0.86% | 2.97 | +0.03% | 0.76 | -25.66% | -63.80% | 3,012.03 | Banks | |
TPHS | Trinity Place Holdings Inc | 1,525,684 | 229.01 | +0.24% | 0.03 | 0% | 2.38 | -28.27% | +23.87% | 8.81 | Real Estate | |
CSX | CSX Corp | 50,320 | 1,865.00 | 0% | 0.28 | 0% | 0 | -8.18% | -2.01% | 66,154.74 | Transportation |
Total 56
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