Kahn Brothers

Kahn Brothers

13F
Kahn Brothers
Last update 2024-11-13 53 Stocks (3 new)
Value $581.00 Mil Turnover 5 %
Countries:
Top Holdings: C(12.79%)MRK(11.35%)BP(8.59%)FLG(8.14%)BAYRY(7.53%)
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
AGO 		Assured Guaranty Ltd2024-06-30Reduce
-8.66%
●
73.72 ($78.18) 85.53
$93.41
19.48%
Reduce -68.98%
301,087
-669,493
MBI 		MBIA Inc2024-09-30Sold Out
-5.14%
●
3.31 ($4.13) 5.54
$6.95
68.28%
Sold Out
0
-5,570,263
FLG 		New York Community Bancorp Inc2024-06-30Add
+3.25%
●
7.95 ($9.67) 11.67
$11.93
23.37%
Add 96.54%
4,070,530
5,998,313
OGN 		Organon & Co2024-03-31Add
+3.19%
●
13.78 ($17.16) 18.8
$15.98
-6.88%
Add 3242.41%
1,180,204
1,144,894
DIS 		The Walt Disney Co2024-09-30Add
+3.06%
●
85.6 ($92.01) 98.61
$117.60
27.81%
Add 83.54%
405,445
184,542
BAYRY 		Bayer AG2024-03-31Add
+2.71%
●
6.99 ($8.04) 9.75
$5.05
-37.19%
Add 334.97%
3,099,140
2,386,640
DIS 		The Walt Disney Co2024-06-30Add
+2.12%
●
99.29 ($107.65) 122.82
$117.60
9.24%
Add 135.17%
220,903
126,971
DIS 		The Walt Disney Co2024-03-31New Buy
+1.70%
●
89.29 ($104.45) 122.36
$117.60
12.59%
New holding
93,932
93,932
OGN 		Organon & Co2024-06-30Add
+1.67%
●
17.45 ($19.87) 21.96
$15.98
-19.58%
Add 40.74%
1,661,023
480,819
BAYRY 		Bayer AG2024-06-30Add
+1.51%
●
6.95 ($7.46) 8.02
$5.05
-32.31%
Add 41.15%
4,374,455
1,275,315
PTEN 		Patterson-UTI Energy Inc2024-03-31Reduce
-1.44%
●
9.89 ($11.11) 12.1
$8.46
-23.85%
Reduce -24.22%
2,652,332
-847,666
VOXX 		VOXX International Corp2024-06-30Reduce
-1.32%
●
3.16 ($5.33) 8.31
$7.59
42.40%
Reduce -38.18%
1,761,704
-1,087,822
GSK 		GSK PLC2024-09-30Reduce
-1.18%
●
38.21 ($40.91) 44.26
$34.33
-16.08%
Reduce -14.7%
1,058,832
-182,429
BAYRY 		Bayer AG2024-09-30Add
+1.15%
●
6.83 ($7.52) 8.48
$5.05
-32.85%
Add 17.95%
5,159,540
785,085
BAYRY 		Bayer AG2023-12-31New Buy
+1.04%
●
8.33 ($10.1) 11.87
$5.05
-50.00%
New holding
712,500
712,500
BP 		BP PLC2023-03-31Reduce
-0.95%
●
33.78 ($37.36) 41.02
$29.13
-22.03%
Reduce -9.49%
1,959,957
-205,544
PTEN 		Patterson-UTI Energy Inc2023-03-31Reduce
-0.93%
●
10.7 ($14.6) 17.6
$8.46
-42.05%
Reduce -9.37%
4,053,287
-418,818
VOXX 		VOXX International Corp2024-09-30Reduce
-0.88%
●
2.32 ($3.86) 6.51
$7.59
96.63%
Reduce -94.11%
103,808
-1,657,896
AGO 		Assured Guaranty Ltd2023-06-30Reduce
-0.76%
●
50.27 ($53.1) 55.8
$93.41
75.91%
Reduce -9.2%
1,038,934
-105,219
AGO 		Assured Guaranty Ltd2023-03-31Reduce
-0.71%
●
46.22 ($58.1) 63.15
$93.41
60.77%
Reduce -7.09%
1,144,153
-87,259
BB 		BlackBerry Ltd2024-03-31Sold Out
-0.70%
●
2.47 ($2.92) 3.6
$2.61
-10.62%
Sold Out
0
-1,256,824
BP 		BP PLC2023-06-30Reduce
-0.64%
●
33.71 ($37.02) 40.65
$29.13
-21.31%
Reduce -5.99%
1,842,491
-117,466
PTEN 		Patterson-UTI Energy Inc2024-06-30Reduce
-0.59%
●
9.83 ($10.97) 12.52
$8.46
-22.88%
Reduce -12.5%
2,320,854
-331,478
WBS 		Webster Financial Corp2024-06-30Reduce
-0.58%
●
39.64 ($44.53) 49.54
$62.05
39.34%
Reduce -78.74%
20,822
-77,113
OGN 		Organon & Co2024-09-30Add
+0.57%
●
18.65 ($20.73) 23.03
$15.98
-22.91%
Add 10.49%
1,835,193
174,170
FLG 		New York Community Bancorp Inc2023-03-31Add
+0.55%
●
19.2 ($27.11) 31.23
$11.93
-55.99%
Add 7.15%
2,129,502
426,402
HLN 		Haleon PLC2023-12-31Reduce
-0.50%
●
7.78 ($8.24) 8.62
$9.72
17.96%
Reduce -37.46%
645,675
-386,789
MRK 		Merck & Co Inc2024-06-30Reduce
-0.43%
●
123.8 ($128.81) 132.96
$103.12
-19.94%
Reduce -3.57%
591,911
-21,904
IDT 		IDT Corp2023-03-31Reduce
-0.38%
●
26.85 ($30.78) 34.23
$51.64
67.77%
Reduce -21.9%
366,231
-102,698
PTEN 		Patterson-UTI Energy Inc2023-06-30Reduce
-0.37%
●
9.74 ($11.29) 12.64
$8.46
-25.07%
Reduce -5.37%
3,835,467
-217,820
GSK 		GSK PLC2022-12-31Reduce
-0.36%
●
30 ($33.31) 37.92
$34.33
3.06%
Reduce -5.98%
1,226,906
-78,033
BP 		BP PLC2023-09-30Reduce
-0.36%
●
34.79 ($37.12) 39.48
$29.13
-21.52%
Reduce -3.74%
1,773,634
-68,857
BP 		BP PLC2023-12-31Reduce
-0.36%
●
34.68 ($36.62) 40.81
$29.13
-20.45%
Reduce -3.37%
1,713,854
-59,780
MBI 		MBIA Inc2024-06-30Add
+0.36%
●
5.17 ($5.99) 6.82
$6.95
16.03%
Add 7.6%
5,570,263
393,650
MBI 		MBIA Inc2024-03-31Add
+0.35%
●
5.34 ($6.33) 6.88
$6.95
9.79%
Add 7.18%
5,176,613
347,007
MRK 		Merck & Co Inc2023-06-30Reduce
-0.35%
●
106.39 ($113.43) 118.38
$103.12
-9.09%
Reduce -3.41%
648,671
-22,933
PTEN 		Patterson-UTI Energy Inc2023-09-30Reduce
-0.34%
●
11.99 ($14.63) 15.84
$8.46
-42.17%
Reduce -5.1%
3,639,719
-195,748
C 		Citigroup Inc2023-03-31Add
+0.33%
●
43.11 ($49.07) 52.35
$70.16
42.98%
Add 4.2%
1,217,553
49,021
AGO 		Assured Guaranty Ltd2023-12-31Reduce
-0.33%
●
58.55 ($66.06) 74.83
$93.41
41.40%
Reduce -3.4%
987,372
-34,767
BP 		BP PLC2024-09-30Reduce
-0.31%
●
30.79 ($33.83) 37.05
$29.13
-13.89%
Reduce -3.14%
1,588,880
-51,522
SEB 		Seaboard Corp2023-12-31Reduce
-0.30%
●
3475.98 ($3557.21) 3707
$2,639.89
-25.79%
Reduce -5.39%
8,963
-511
PTEN 		Patterson-UTI Energy Inc2023-12-31Reduce
-0.30%
●
10.73 ($12.16) 13.96
$8.46
-30.43%
Reduce -3.84%
3,499,998
-139,721
HLN 		Haleon PLC2024-06-30Reduce
-0.29%
●
8.01 ($8.36) 8.64
$9.72
16.27%
Reduce -48.1%
246,147
-228,134
HLN 		Haleon PLC2023-09-30Reduce
-0.29%
●
7.85 ($8.33) 8.94
$9.72
16.69%
Reduce -18.73%
1,032,464
-237,974
BMY 		Bristol-Myers Squibb Co2023-06-30Reduce
-0.29%
●
63.71 ($67.09) 70.74
$59.27
-11.66%
Reduce -3.25%
871,244
-29,312
BP 		BP PLC2024-03-31Reduce
-0.27%
●
33.85 ($35.86) 38.26
$29.13
-18.77%
Reduce -2.81%
1,665,620
-48,234
GSK 		GSK PLC2023-03-31Add
+0.26%
●
33.5 ($34.99) 36.43
$34.33
-1.89%
Add 4.12%
1,277,476
50,570
FLG 		Flagstar Financial Inc2024-09-30Add
+0.26%
●
9.35 ($10.64) 12
$11.93
12.12%
Add 3.36%
4,207,166
136,636
MRK 		Merck & Co Inc2024-09-30Reduce
-0.24%
●
111.15 ($118.8) 128.97
$103.12
-13.20%
Reduce -1.93%
580,488
-11,423
PTEN 		Patterson-UTI Energy Inc2022-12-31Reduce
-0.24%
●
12.6 ($16.5) 19.3
$8.46
-48.73%
Reduce -2.86%
4,472,105
-131,457
CSX 		CSX Corp2023-09-30New Buy
+0.24%
●
29.49 ($31.68) 34.34
$36.58
15.47%
New holding
50,428
50,428
FLG 		New York Community Bancorp Inc2023-12-31Reduce
-0.24%
●
27.15 ($29.97) 33.96
$11.93
-60.19%
Reduce -2.13%
2,053,133
-133,885
MRK 		Merck & Co Inc2023-12-31Reduce
-0.23%
●
100.18 ($103.8) 109.02
$103.12
-0.66%
Reduce -2.23%
624,541
-14,252
HLN 		Haleon PLC2024-03-31Reduce
-0.22%
●
8.02 ($8.36) 8.67
$9.72
16.27%
Reduce -26.54%
474,281
-171,394
PFE 		Pfizer Inc2023-06-30Add
+0.20%
●
36.12 ($38.95) 41.79
$25.83
-33.68%
Add 3.54%
1,066,091
36,429
AGO 		Assured Guaranty Ltd2024-03-31Reduce
-0.20%
●
74.2 ($84.26) 95
$93.41
10.86%
Reduce -1.7%
970,580
-16,792
SEB 		Seaboard Corp2023-03-31Reduce
-0.20%
●
3675.16 ($3872.85) 4046.8
$2,639.89
-31.84%
Reduce -3.97%
9,560
-395
BMY 		Bristol-Myers Squibb Co2023-09-30Reduce
-0.20%
●
57.89 ($61.27) 64.73
$59.27
-3.26%
Reduce -2.24%
851,699
-19,545
MRK 		Merck & Co Inc2024-03-31Reduce
-0.18%
●
113.24 ($123.26) 131.95
$103.12
-16.34%
Reduce -1.72%
613,815
-10,726
MRK 		Merck & Co Inc2023-09-30Reduce
-0.17%
●
102.95 ($107.78) 114.33
$103.12
-4.32%
Reduce -1.52%
638,793
-9,878
PFE 		Pfizer Inc2023-12-31Reduce
-0.16%
●
26.13 ($30.23) 33.94
$25.83
-14.56%
Reduce -2.85%
1,025,681
-30,078
BMY 		Bristol-Myers Squibb Co2023-12-31Reduce
-0.16%
●
48.48 ($52.49) 57.85
$59.27
12.92%
Reduce -2.09%
833,916
-17,783
AGO 		Assured Guaranty Ltd2022-12-31Reduce
-0.16%
●
49.43 ($59.28) 66.57
$93.41
57.57%
Reduce -1.7%
1,231,412
-21,264
FRFHF 		Fairfax Financial Holdings Ltd2024-03-31New Buy
+0.16%
●
907.19 ($1028.33) 1141.64
$1,403.66
36.50%
New holding
1,018
1,018
MRK 		Merck & Co Inc2023-03-31Reduce
-0.15%
●
102.94 ($107.97) 114.84
$103.12
-4.49%
Reduce -1.49%
671,604
-10,159
BP 		BP PLC2024-06-30Reduce
-0.14%
●
34.89 ($37.47) 39.65
$29.13
-22.26%
Reduce -1.51%
1,640,402
-25,218
AGO 		Assured Guaranty Ltd2023-09-30Reduce
-0.14%
●
55.11 ($59.38) 62.77
$93.41
57.31%
Reduce -1.62%
1,022,139
-16,795
MBI 		MBIA Inc2023-03-31Reduce
-0.14%
●
8.09 ($11.94) 13.79
$6.95
-41.79%
Reduce -1.72%
4,734,562
-82,720
BRK.B 		Berkshire Hathaway Inc2023-06-30Sold Out
-0.14%
●
308.77 ($326.09) 341
$483.08
48.14%
Sold Out
0
-3,107
BAC 		Bank of America Corp2022-12-31Add
+0.14%
●
29.77 ($34.44) 38.41
$47.77
38.70%
Add 302.21%
43,069
32,361
HLN 		Haleon PLC2023-06-30Reduce
-0.13%
●
8.04 ($8.53) 9
$9.72
13.95%
Reduce -8.02%
1,270,438
-110,834
BMY 		Bristol-Myers Squibb Co2023-03-31Reduce
-0.13%
●
65.71 ($70.53) 74.53
$59.27
-15.96%
Reduce -1.47%
900,556
-13,445
MBI 		MBIA Inc2023-06-30Add
+0.13%
●
7.58 ($9.01) 10.96
$6.95
-22.86%
Add 2.2%
4,838,495
103,933
AR 		Antero Resources Corp2024-03-31New Buy
+0.13%
●
21 ($24.14) 29
$32.48
34.55%
New holding
30,156
30,156
PTEN 		Patterson-UTI Energy Inc2024-09-30Reduce
-0.13%
●
7.5 ($9.21) 11
$8.46
-8.14%
Reduce -3.22%
2,246,029
-74,825
GSK 		GSK PLC2023-12-31Reduce
-0.13%
●
34.17 ($35.9) 37.56
$34.33
-4.37%
Reduce -1.78%
1,259,482
-22,807
MSFT 		Microsoft Corp2024-03-31New Buy
+0.12%
●
367.75 ($404.82) 429.37
$422.99
4.49%
New holding
1,902
1,902
GSK 		GSK PLC2023-09-30Add
+0.11%
●
33.81 ($35.49) 38.07
$34.33
-3.27%
Add 1.49%
1,282,289
18,831
BMY 		Bristol-Myers Squibb Co2022-12-31Reduce
-0.11%
●
68.48 ($75.4) 81.13
$59.27
-21.39%
Reduce -1.09%
914,001
-10,092
SEB 		Seaboard Corp2024-09-30Reduce
-0.10%
●
3019.91 ($3120.3) 3300
$2,639.89
-15.40%
Reduce -2.07%
9,034
-191
FLG 		New York Community Bancorp Inc2023-09-30Reduce
-0.10%
●
33.27 ($36.16) 41.61
$11.93
-67.01%
Reduce -0.93%
2,097,757
-58,773
CWEGF Crew Energy Inc2022-12-31Add
+0.10%
●
3.94 ($4.38) 5.03
$5.51
25.80%
Add 207.37%
282,780
190,780
VOXX 		VOXX International Corp2023-06-30Reduce
-0.10%
●
8.26 ($11.84) 14.7
$7.59
-35.90%
Reduce -1.97%
2,924,166
-58,850
C 		Citigroup Inc2024-09-30Reduce
-0.09%
●
56.11 ($61.84) 67.61
$70.16
13.45%
Reduce -0.69%
1,186,573
-8,279
BB 		BlackBerry Ltd2023-12-31Reduce
-0.09%
●
3.35 ($3.75) 4.4
$2.61
-30.40%
Reduce -8.93%
1,256,824
-123,232
SEB 		Seaboard Corp2024-06-30Add
+0.09%
●
3013.08 ($3217.42) 3408.4
$2,639.89
-17.95%
Add 1.91%
9,225
173
IDT 		IDT Corp2024-06-30Reduce
-0.08%
●
35.41 ($37.6) 41.34
$51.64
37.34%
Reduce -4.06%
331,507
-14,041
AGO 		Assured Guaranty Ltd2024-09-30Reduce
-0.08%
●
74 ($78.86) 82.52
$93.41
18.45%
Reduce -2.03%
294,985
-6,102
C 		Citigroup Inc2024-03-31Reduce
-0.08%
●
51.11 ($55.65) 63.24
$70.16
26.07%
Reduce -0.82%
1,199,446
-9,922
PFS 		Provident Financial Services Inc2023-06-30Sold Out
-0.08%
●
14.9 ($17.04) 19.18
$21.33
25.18%
Sold Out
0
-27,472
PFE 		Pfizer Inc2024-06-30Reduce
-0.08%
●
25.26 ($27.53) 29.6
$25.83
-6.18%
Reduce -1.98%
1,002,430
-20,289
BAC 		Bank of America Corp2024-06-30Reduce
-0.08%
●
34.68 ($38.32) 40.02
$47.77
24.66%
Reduce -44.44%
18,837
-15,064
VOXX 		VOXX International Corp2022-12-31Add
+0.08%
●
6.28 ($9.07) 11.1
$7.59
-16.32%
Add 2.47%
3,014,697
72,525
GSK 		GSK PLC2024-06-30Reduce
-0.08%
●
38.5 ($42.07) 45.78
$34.33
-18.40%
Reduce -0.99%
1,241,261
-12,383
GSK 		GSK PLC2023-06-30Reduce
-0.07%
●
33.6 ($35.86) 38.32
$34.33
-4.27%
Reduce -1.1%
1,263,458
-14,018
C 		Citigroup Inc2023-06-30Reduce
-0.07%
●
44.23 ($46.84) 50.4
$70.16
49.79%
Reduce -0.88%
1,206,806
-10,747
PFE 		Pfizer Inc2023-09-30Reduce
-0.06%
●
32.09 ($35.36) 37.51
$25.83
-26.95%
Reduce -0.97%
1,055,759
-10,332
VOXX 		VOXX International Corp2023-09-30Reduce
-0.06%
●
7.57 ($8.99) 12.8
$7.59
-15.57%
Reduce -1.08%
2,892,612
-31,554
PFE 		Pfizer Inc2023-03-31Reduce
-0.06%
●
39.39 ($43.19) 51.26
$25.83
-40.19%
Reduce -0.83%
1,029,662
-8,644
SEIC 		SEI Investments Co2024-09-30New Buy
+0.06%
●
63.1 ($66.75) 69.83
$82.44
23.51%
New holding
5,147
5,147
100/Page
Total 296
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