Kahn Brothers

Kahn Brothers

13F
Kahn Brothers
Last update 2024-05-15 53 Stocks (13 new)
Value $674.00 Mil Turnover 9 %
Countries:
Top Holdings: AGO(12.56%)MRK(12.01%)C(11.25%)BP(9.31%)GSK(7.97%)
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.
Summary Stock Picks Current Portfolio

Kahn Brothers Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
OGN 		Organon & Co2024-03-31Add
+3.19%
●
13.78 ($17.16) 18.8
$21.52
25.41%
Add 3242.41%
1,180,204
1,144,894
BAYRY 		Bayer AG2024-03-31Add
+2.71%
●
6.99 ($8.04) 9.75
$7.77
-3.36%
Add 334.97%
3,099,140
2,386,640
DIS 		The Walt Disney Co2024-03-31New Buy
+1.70%
●
89.29 ($104.45) 122.36
$103.37
-1.03%
New holding
93,932
93,932
PTEN 		Patterson-UTI Energy Inc2024-03-31Reduce
-1.44%
●
9.89 ($11.11) 12.1
$11.06
-0.45%
Reduce -24.22%
2,652,332
-847,666
BB 		BlackBerry Ltd2024-03-31Sold Out
-0.70%
●
2.47 ($2.92) 3.6
$3.03
3.77%
Sold Out
0
-1,256,824
MBI 		MBIA Inc2024-03-31Add
+0.35%
●
5.34 ($6.33) 6.88
$5.93
-6.32%
Add 7.18%
5,176,613
347,007
BP 		BP PLC2024-03-31Reduce
-0.27%
●
33.85 ($35.86) 38.26
$37.11
3.49%
Reduce -2.81%
1,665,620
-48,234
HLN 		Haleon PLC2024-03-31Reduce
-0.22%
●
8.02 ($8.36) 8.67
$8.37
0.12%
Reduce -26.54%
474,281
-171,394
AGO 		Assured Guaranty Ltd2024-03-31Reduce
-0.20%
●
74.2 ($84.26) 95
$77.35
-8.20%
Reduce -1.7%
970,580
-16,792
MRK 		Merck & Co Inc2024-03-31Reduce
-0.18%
●
113.24 ($123.26) 131.95
$130.88
6.18%
Reduce -1.72%
613,815
-10,726
FRFHF 		Fairfax Financial Holdings Ltd2024-03-31New Buy
+0.16%
●
907.19 ($1028.33) 1141.64
$1,144.26
11.27%
New holding
1,018
1,018
AR 		Antero Resources Corp2024-03-31New Buy
+0.13%
●
21 ($24.14) 29
$34.15
41.47%
New holding
30,156
30,156
MSFT 		Microsoft Corp2024-03-31New Buy
+0.12%
●
367.75 ($404.82) 429.37
$420.93
3.98%
New holding
1,902
1,902
C 		Citigroup Inc2024-03-31Reduce
-0.08%
●
51.11 ($55.65) 63.24
$64.14
15.26%
Reduce -0.82%
1,199,446
-9,922
AAPL 		Apple Inc2024-03-31New Buy
+0.06%
●
169 ($181.83) 195.18
$189.87
4.42%
New holding
2,492
2,492
CI 		The Cigna Group2024-03-31New Buy
+0.06%
●
297.82 ($329.18) 363.34
$339.26
3.06%
New holding
1,101
1,101
JPM 		JPMorgan Chase & Co2024-03-31Reduce
-0.05%
●
167.09 ($180.44) 200.3
$202.47
12.21%
Reduce -33.03%
3,867
-1,907
PNC 		PNC Financial Services Group Inc2024-03-31New Buy
+0.05%
●
144.85 ($150.72) 161.6
$160.89
6.75%
New holding
1,925
1,925
VOXX 		VOXX International Corp2024-03-31Reduce
-0.05%
●
7.55 ($8.6) 10.85
$4.00
-53.49%
Reduce -0.97%
2,849,526
-28,038
AM 		Antero Midstream Corp2024-03-31New Buy
+0.04%
●
11.68 ($12.79) 14.06
$14.75
15.32%
New holding
17,806
17,806
BAC 		Bank of America Corp2024-03-31Reduce
-0.04%
●
31.73 ($34.33) 37.92
$39.22
14.24%
Reduce -17.28%
33,901
-7,084
EGLE Eagle Bulk Shipping Inc2024-03-31New Buy
+0.04%
●
53.32 ($58.37) 64.54
$62.60
7.25%
New holding
4,460
4,460
GBCI 		Glacier Bancorp Inc2024-03-31New Buy
+0.04%
●
35.3 ($38.74) 41.92
$38.80
0.15%
New holding
6,264
6,264
NVS 		Novartis AG2024-03-31Reduce
-0.04%
●
95.27 ($102.53) 108.47
$102.69
0.16%
Reduce -14.67%
15,413
-2,650
PEG 		Public Service Enterprise Group Inc2024-03-31New Buy
+0.04%
●
56.98 ($61.24) 66.78
$74.22
21.20%
New holding
4,500
4,500
SEB 		Seaboard Corp2024-03-31Add
+0.04%
●
3158 ($3441.13) 3720
$3,317.76
-3.59%
Add 0.99%
9,052
89
CMCSA 		Comcast Corp2024-03-31Sold Out
-0.04%
●
41.24 ($43.14) 46.73
$39.37
-8.74%
Sold Out
0
-6,410
T 		AT&T Inc2024-03-31Sold Out
-0.04%
●
16.23 ($17.08) 18.04
$17.30
1.29%
Sold Out
0
-16,737
GTX 		Garrett Motion Inc2024-03-31New Buy
+0.03%
●
8.28 ($9.2) 10.03
$9.47
2.93%
New holding
21,481
21,481
GSK 		GSK PLC2024-03-31Reduce
-0.03%
●
37.51 ($41.24) 43.58
$44.88
8.83%
Reduce -0.46%
1,253,644
-5,838
NYCB 		New York Community Bancorp Inc2024-03-31Add
+0.03%
●
2.73 ($6.16) 10.59
$3.67
-40.42%
Add 0.86%
6,213,289
53,275
VTRS 		Viatris Inc2024-03-31Reduce
-0.03%
●
11.27 ($12.05) 13.53
$11.03
-8.51%
Reduce -35.84%
33,590
-18,766
WBS 		Webster Financial Corp2024-03-31Reduce
-0.03%
●
45.43 ($48.9) 52.56
$46.34
-5.24%
Reduce -3.1%
97,935
-3,138
BMY 		Bristol-Myers Squibb Co2024-03-31Reduce
-0.02%
●
47.98 ($50.94) 54.4
$44.11
-13.41%
Reduce -0.23%
831,991
-1,925
CVX 		Chevron Corp2024-03-31Reduce
-0.02%
●
141.82 ($150.9) 157.74
$161.09
6.75%
Reduce -26.47%
1,800
-648
XOM 		Exxon Mobil Corp2024-03-31Reduce
-0.02%
●
96.8 ($104.63) 116.24
$117.87
12.65%
Reduce -6.94%
14,167
-1,056
HOLX 		Hologic Inc2024-03-31Reduce
-0.02%
●
71.33 ($74.39) 77.96
$74.95
0.75%
Reduce -7.02%
26,491
-2,000
VZ 		Verizon Communications Inc2024-03-31Reduce
-0.02%
●
37.9 ($40.34) 42.49
$40.25
-0.22%
Reduce -25.19%
10,022
-3,375
GNE 		Genie Energy Ltd2024-03-31Reduce
-0.01%
●
14.74 ($19.21) 29.21
$15.52
-19.21%
Reduce -0.73%
293,690
-2,150
IDT 		IDT Corp2024-03-31Reduce
-0.01%
●
32.58 ($35.73) 38.41
$39.91
11.70%
Reduce -0.44%
345,548
-1,544
PFE 		Pfizer Inc2024-03-31Reduce
-0.01%
●
25.89 ($27.75) 29.73
$28.92
4.22%
Reduce -0.29%
1,022,719
-2,962
PIFYF 		Pine Cliff Energy Ltd2024-03-31New Buy
+0.01%
●
0.71 ($0.9) 1.1
$0.74
-17.88%
New holding
129,731
129,731
IDWM 		IDW Media Holdings Inc2024-03-31Reduce
0%
●
0.33 ($0.44) 0.56
$0.37
-15.91%
Reduce -0.74%
65,644
-488
NTPIF 		Nam Tai Property Inc2024-03-31Reduce
0%
●
4 ($4.45) 5
$4.45
0%
Reduce -0.23%
85,330
-200
NAVI 		Navient Corp2024-03-31Reduce
0%
●
15.75 ($16.85) 18.49
$15.54
-7.77%
Reduce -3.71%
22,421
-865
RFL 		Rafael Holdings Inc2024-03-31Reduce
0%
●
1.66 ($1.77) 1.92
$1.59
-10.17%
Reduce -0.63%
270,363
-1,703
TPHS 		Trinity Place Holdings Inc2024-03-31Add
0%
●
0.08 ($0.17) 0.26
$0.14
-17.53%
Add 0.24%
1,525,684
3,659
ZDGE 		Zedge Inc2024-03-31Reduce
0%
●
2.22 ($3.16) 4.74
$2.94
-6.96%
Reduce -0.98%
114,844
-1,133
BAYRY 		Bayer AG2023-12-31New Buy
+1.04%
●
8.33 ($10.1) 11.87
$7.77
-23.07%
New holding
712,500
712,500
HLN 		Haleon PLC2023-12-31Reduce
-0.50%
●
7.78 ($8.24) 8.62
$8.37
1.58%
Reduce -37.46%
645,675
-386,789
BP 		BP PLC2023-12-31Reduce
-0.36%
●
34.68 ($36.62) 40.81
$37.11
1.34%
Reduce -3.37%
1,713,854
-59,780
AGO 		Assured Guaranty Ltd2023-12-31Reduce
-0.33%
●
58.55 ($66.06) 74.83
$77.35
17.09%
Reduce -3.4%
987,372
-34,767
PTEN 		Patterson-UTI Energy Inc2023-12-31Reduce
-0.30%
●
10.73 ($12.16) 13.96
$11.06
-9.05%
Reduce -3.84%
3,499,998
-139,721
SEB 		Seaboard Corp2023-12-31Reduce
-0.30%
●
3475.98 ($3557.21) 3707
$3,317.76
-6.73%
Reduce -5.39%
8,963
-511
NYCB 		New York Community Bancorp Inc2023-12-31Reduce
-0.24%
●
9.05 ($10) 11.32
$3.67
-63.30%
Reduce -2.13%
6,160,014
-133,885
MRK 		Merck & Co Inc2023-12-31Reduce
-0.23%
●
100.18 ($103.8) 109.02
$130.88
26.09%
Reduce -2.23%
624,541
-14,252
BMY 		Bristol-Myers Squibb Co2023-12-31Reduce
-0.16%
●
48.48 ($52.49) 57.85
$44.11
-15.96%
Reduce -2.09%
833,916
-17,783
PFE 		Pfizer Inc2023-12-31Reduce
-0.16%
●
26.13 ($30.23) 33.94
$28.92
-4.33%
Reduce -2.85%
1,025,681
-30,078
GSK 		GSK PLC2023-12-31Reduce
-0.13%
●
34.17 ($35.9) 37.56
$44.88
25.01%
Reduce -1.78%
1,259,482
-22,807
BB 		BlackBerry Ltd2023-12-31Reduce
-0.09%
●
3.35 ($3.75) 4.4
$3.03
-19.20%
Reduce -8.93%
1,256,824
-123,232
SEIC 		SEI Investments Co2023-12-31Sold Out
-0.06%
●
52.9 ($58.34) 64.59
$68.33
17.12%
Sold Out
0
-6,600
NVS 		Novartis AG2023-12-31Reduce
-0.05%
●
92.27 ($96.35) 100.97
$102.69
6.58%
Reduce -16.29%
18,063
-3,515
C 		Citigroup Inc2023-12-31Reduce
-0.04%
●
38.24 ($44.27) 51.52
$64.14
44.88%
Reduce -0.52%
1,209,368
-6,316
OGN 		Organon & Co2023-12-31Reduce
-0.04%
●
10.95 ($13.6) 17.32
$21.52
58.24%
Reduce -31.23%
35,310
-16,036
VTRS 		Viatris Inc2023-12-31Reduce
-0.03%
●
8.77 ($9.58) 10.85
$11.03
15.08%
Reduce -24.11%
52,356
-16,632
WBS 		Webster Financial Corp2023-12-31Reduce
-0.03%
●
36.81 ($43.21) 53.17
$46.34
7.24%
Reduce -5.02%
101,073
-5,339
T 		AT&T Inc2023-12-31Add
+0.02%
●
14.32 ($15.79) 17.22
$17.30
9.56%
Add 152.25%
16,737
10,102
BAC 		Bank of America Corp2023-12-31Add
+0.02%
●
25.17 ($29.12) 33.94
$39.22
34.68%
Add 7.65%
40,985
2,912
CVX 		Chevron Corp2023-12-31Reduce
-0.02%
●
141.77 ($151.24) 169.1
$161.09
6.51%
Reduce -24.63%
2,448
-800
MBI 		MBIA Inc2023-12-31Add
+0.02%
●
6.1 ($8.04) 14.24
$5.93
-26.24%
Add 0.42%
4,829,606
20,222
VOXX 		VOXX International Corp2023-12-31Reduce
-0.02%
●
7.28 ($9.91) 11.45
$4.00
-59.64%
Reduce -0.52%
2,877,564
-15,048
SDZNY 		Sandoz Group AG2023-12-31Sold Out
-0.02%
●
25.82 ($29.4) 32.55
$35.99
22.41%
Sold Out
0
-4,316
IDT 		IDT Corp2023-12-31Reduce
-0.01%
●
21.98 ($29.47) 34.09
$39.91
35.43%
Reduce -0.56%
347,092
-1,971
CMCSA 		Comcast Corp2023-12-31Add
0%
●
39.15 ($42.86) 44.7
$39.37
-8.14%
Add 2.2%
6,410
138
CSX 		CSX Corp2023-12-31Reduce
0%
●
29.24 ($31.85) 34.95
$33.93
6.53%
Reduce -0.21%
50,320
-108
XOM 		Exxon Mobil Corp2023-12-31Reduce
0%
●
98.05 ($105.1) 115.83
$117.87
12.15%
Reduce -1.39%
15,223
-214
GNE 		Genie Energy Ltd2023-12-31Reduce
0%
●
14.58 ($22.98) 30.61
$15.52
-32.46%
Reduce -0.56%
295,840
-1,672
IDWM 		IDW Media Holdings Inc2023-12-31Reduce
0%
●
0.4 ($0.49) 0.6
$0.37
-24.49%
Reduce -1.81%
66,132
-1,220
JPM 		JPMorgan Chase & Co2023-12-31Reduce
0%
●
135.69 ($151.54) 170.3
$202.47
33.61%
Reduce -0.02%
5,774
-1
NTPIF 		Nam Tai Property Inc2023-12-31Reduce
0%
●
3.05 ($4.28) 5
$4.45
3.97%
Reduce -0.42%
85,530
-360
RFL 		Rafael Holdings Inc2023-12-31Reduce
0%
●
1.45 ($1.79) 1.97
$1.59
-11.17%
Reduce -0.42%
272,066
-1,144
TPHS 		Trinity Place Holdings Inc2023-12-31Add
0%
●
0.11 ($0.28) 0.43
$0.14
-49.93%
Add 2.77%
1,522,025
41,085
VZ 		Verizon Communications Inc2023-12-31Add
0%
●
30.67 ($35.38) 38.65
$40.25
13.76%
Add 4.84%
13,397
618
ZDGE 		Zedge Inc2023-12-31Reduce
0%
●
1.72 ($2) 2.42
$2.94
47.00%
Reduce -0.39%
115,977
-457
BP 		BP PLC2023-09-30Reduce
-0.36%
●
34.79 ($37.12) 39.48
$37.11
-0.03%
Reduce -3.74%
1,773,634
-68,857
PTEN 		Patterson-UTI Energy Inc2023-09-30Reduce
-0.34%
●
11.99 ($14.63) 15.84
$11.06
-24.40%
Reduce -5.1%
3,639,719
-195,748
HLN 		Haleon PLC2023-09-30Reduce
-0.29%
●
7.85 ($8.33) 8.94
$8.37
0.48%
Reduce -18.73%
1,032,464
-237,974
CSX 		CSX Corp2023-09-30New Buy
+0.24%
●
29.49 ($31.68) 34.34
$33.93
7.10%
New holding
50,428
50,428
BMY 		Bristol-Myers Squibb Co2023-09-30Reduce
-0.20%
●
57.89 ($61.27) 64.73
$44.11
-28.01%
Reduce -2.24%
851,699
-19,545
MRK 		Merck & Co Inc2023-09-30Reduce
-0.17%
●
102.95 ($107.78) 114.33
$130.88
21.43%
Reduce -1.52%
638,793
-9,878
AGO 		Assured Guaranty Ltd2023-09-30Reduce
-0.14%
●
55.11 ($59.38) 62.77
$77.35
30.26%
Reduce -1.62%
1,022,139
-16,795
GSK 		GSK PLC2023-09-30Add
+0.11%
●
33.81 ($35.49) 38.07
$44.88
26.46%
Add 1.49%
1,282,289
18,831
NYCB 		New York Community Bancorp Inc2023-09-30Reduce
-0.10%
●
11.09 ($12.06) 13.87
$3.67
-69.57%
Reduce -0.93%
6,293,899
-58,773
C 		Citigroup Inc2023-09-30Add
+0.06%
●
40.22 ($43.89) 47.88
$64.14
46.14%
Add 0.74%
1,215,684
8,878
PFE 		Pfizer Inc2023-09-30Reduce
-0.06%
●
32.09 ($35.36) 37.51
$28.92
-18.21%
Reduce -0.97%
1,055,759
-10,332
SEIC 		SEI Investments Co2023-09-30New Buy
+0.06%
●
59 ($61.5) 64.08
$68.33
11.11%
New holding
6,600
6,600
VOXX 		VOXX International Corp2023-09-30Reduce
-0.06%
●
7.57 ($8.99) 12.8
$4.00
-55.51%
Reduce -1.08%
2,892,612
-31,554
JPM 		JPMorgan Chase & Co2023-09-30Add
+0.05%
●
143.21 ($149.9) 158
$202.47
35.07%
Add 52.98%
5,775
2,000
MBI 		MBIA Inc2023-09-30Reduce
-0.04%
●
7.21 ($8.32) 9
$5.93
-28.73%
Reduce -0.6%
4,809,384
-29,111
SEB 		Seaboard Corp2023-09-30Reduce
-0.04%
●
3496.91 ($3633.93) 3850
$3,317.76
-8.70%
Reduce -0.9%
9,474
-86
100/Page
Total 285
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