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Kahn Brothers13F | |
| Kahn Brothers | |
| Last update 2024-11-13 | 53 Stocks (3 new) |
| Value $581.00 Mil | Turnover 5 % |
| 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 |
SEIC |
DB |
IBM |
CI |
DIS |
BAYRY |
GTX |
PEYUF |
VZ |
OGN |
AM |
CWEGF |
FLG |
WBS |
MSFT |
FBAK |
NAVI |
VRAYQ |
PEG |
PG |
| 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 |
SEIC | SEI Investments Co | 5,147 | 356 | New Holding | 0.06 | +0.06% | 0 | +22.49% | +30.95% | 10651.722 | Asset Management | |
DB | Deutsche Bank AG | 10,000 | 173 | New Holding | 0.03 | +0.03% | 0 | +4.74% | +29.17% | 32999.505 | Banks | |
IBM | International Business Machines Corp | 1,508 | 333.75 | New Holding | 0.06 | +0.06% | 0 | +15.23% | +44.07% | 210273.554 | Software | |
CI | The Cigna Group | 941 | 326 | +97.69% | 0.06 | +0.03% | 0 | -6.08% | +14.18% | 93959.95 | Healthcare Plans | |
DIS | The Walt Disney Co | 405,445 | 39000.07 | +83.54% | 6.72 | +3.06% | 0.02 | +30.80% | +30.70% | 212731.04 | Media - Diversified | |
BAYRY | Bayer AG | 5,159,540 | 43701.5 | +17.95% | 7.53 | +1.15% | 0.13 | -33.12% | -44.20% | 20159.361 | Drug Manufacturers | |
GTX | Garrett Motion Inc | 14,229 | 116 | +16.35% | 0.02 | 0% | 0.01 | +1.44% | -12.31% | 1811.008 | Vehicles & Parts | |
PEYUF | Peyto Exploration & Development Corp | 19,807 | 226 | +11.23% | 0.04 | 0% | 0.01 | +11.65% | +41.48% | 2333.875 | Oil & Gas | |
VZ | Verizon Communications Inc | 10,846 | 487 | +10.97% | 0.08 | +0.01% | 0 | +9.17% | +25.45% | 186654.829 | Telecommunication Services | |
OGN | Organon & Co | 1,835,193 | 35107.59 | +10.49% | 6.05 | +0.57% | 0.71 | -27.61% | +16.91% | 4087.142 | Drug Manufacturers | |
AM | Antero Midstream Corp | 18,856 | 284 | +5.90% | 0.05 | 0% | 0 | +10.05% | +35.96% | 7686.744 | Oil & Gas | |
CWEGF | Crew Energy Inc | 150,780 | 801 | +3.43% | 0.14 | 0% | 0.1 | +68.65% | +60.03% | 861.544 | Oil & Gas | |
FLG | Flagstar Financial Inc | 4,207,166 | 47246.65 | +3.36% | 8.14 | +0.26% | 1.01 | +10.74% | -60.43% | 4968.925 | Banks | |
WBS | Webster Financial Corp | 21,437 | 999 | +2.95% | 0.17 | 0% | 0.01 | +31.71% | +25.84% | 10589.732 | Banks | |
MSFT | Microsoft Corp | 1,839 | 791.79 | +0.66% | 0.14 | 0% | 0 | +2.71% | +13.45% | 3148374.613 | Software | |
FBAK | First National Bank Alaska | 4,770 | 975 | 0% | 0.17 | 0% | 0.15 | +12.00% | +17.77% | 697.506 | Banks | |
NAVI | Navient Corp | 22,000 | 342.98 | 0% | 0.06 | 0% | 0.02 | -3.98% | -13.67% | 1672.723 | Credit Services | |
VRAYQ | ViewRay Inc | 353,744 | 0 | 0% | 0 | 0% | 0.19 | 0% | -90.00% | 0 | Medical Devices & Instruments | |
PEG | Public Service Enterprise Group Inc | 4,500 | 401 | 0% | 0.07 | 0% | 0 | +18.16% | +58.10% | 46982.657 | Utilities - Regulated | |
PG | Procter & Gamble Co | 1,700 | 294 | 0% | 0.05 | 0% | 0 | +6.05% | +25.37% | 422164.78 | Consumer Packaged Goods |
Total 55
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