
	Kahn Brothers 13F
	Kahn Brothers

	Last update 2025-05-15	55 Stocks (6 new)
	Value $494.00 Mil	Turnover 9 %
	Countries: Top Holdings: C(12.59%)FLG(9.91%)MRK(8.94%)BAYRY(8.00%)BP(7.86%) SEC Filings 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.

Kahn Brothers Portfolio and Latest Trades

Ticker
Ticker
OGN
BAYRY
AGO
FLG
IDT
BMY
C
GSK
MRK
BP
VOXX Unlock Delisted
HOLX
PFE
DIS
PTEN
SEB
COF
CVX
GNE
WRLC
OBT
AIG
AR
BX
HLN
WEYS
VZ
BAC
NVS
SEIC
CSX
PNC
MBI
CI
XOM
GTX
IDWM
JPM
NAVI
PEG
RFL
TRMLF
TPHS
WBS
ZDGE
C
BP
MRK
FLG
GSK
BMY
PFE
BAYRY
OGN
DIS
IDT
PTEN
GNE
TRMLF
CWEGF Unlock Delisted
AGO
WBS
FBAK
NVS
HLN
HOLX
RFL
VTRS
AAPL
NTPIF
VOXX Unlock Delisted
PIFYF
BAC
XOM
MBI
PNC
SEB
TPHS
VZ
ZDGE
CI
GTX
IDWM
PEP
PEG
MBI
DIS
GSK
BAYRY
VOXX Unlock Delisted
OGN
BP
FLG
MRK
PTEN
SEB
C
AGO
IBM
SEIC

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
OGN	Organon & Co	2025-03-31	Add Add	+2.79%	● 14.29 ($15.38) 16.41	$9.68	-37.06%	Add 59.09%	2,493,384	926,111
BAYRY	Bayer AG	2025-03-31	Add Add	+2.52%	● 4.86 ($5.81) 6.77	$7.54	29.78%	Add 45.88%	6,573,693	2,067,470
AGO	Assured Guaranty Ltd	2025-03-31	Reduce Reduce	-1.95%	● 82.9 ($89.68) 95.47	$87.10	-2.88%	Reduce -35%	185,631	-99,942
FLG	Flagstar Financial Inc	2025-03-31	Add Add	+1.54%	● 8.88 ($11.25) 13.22	$10.60	-5.78%	Add 18.46%	4,216,986	657,285
IDT	IDT Corp	2025-03-31	Add Add	+1.31%	● 45.68 ($48.47) 52.65	$68.32	40.95%	Add 53.02%	365,536	126,655
BMY	Bristol-Myers Squibb Co	2025-03-31	Reduce Reduce	-1.14%	● 53.9 ($58.29) 63.11	$46.29	-20.59%	Reduce -13.45%	597,428	-92,824
C	Citigroup Inc	2025-03-31	Reduce Reduce	-0.46%	● 67.23 ($76.25) 84.63	$85.12	11.63%	Reduce -3.31%	876,803	-29,976
GSK	GSK PLC	2025-03-31	Reduce Reduce	-0.46%	● 32.08 ($36.61) 40.39	$38.40	4.89%	Reduce -7.06%	822,227	-62,481
MRK	Merck & Co Inc	2025-03-31	Reduce Reduce	-0.36%	● 83.01 ($93.37) 101.02	$79.16	-15.22%	Reduce -3.27%	492,275	-16,633
BP	BP PLC	2025-03-31	Reduce Reduce	-0.27%	● 29.93 ($32.64) 35.31	$29.93	-8.30%	Reduce -3.53%	1,149,967	-42,063
VOXX Unlock Delisted	VOXX International Corp	2025-03-31	Sold Out Sold Out	-0.18%	● 7.31 ($7.42) 7.5	$7.50	1.08%	Sold Out	0	-114,676
HOLX	Hologic Inc	2025-03-31	Reduce Reduce	-0.15%	● 60.7 ($66.26) 73.77	$65.15	-1.68%	Reduce -33.23%	19,757	-9,834
PFE	Pfizer Inc	2025-03-31	Reduce Reduce	-0.15%	● 25.01 ($26.17) 27.13	$24.24	-7.37%	Reduce -3.4%	735,189	-25,901
DIS	The Walt Disney Co	2025-03-31	Reduce Reduce	-0.12%	● 96.87 ($107.47) 114	$124.01	15.39%	Reduce -1.37%	348,175	-4,851
PTEN	Patterson-UTI Energy Inc	2025-03-31	Reduce Reduce	-0.11%	● 7.15 ($8.39) 9.45	$5.93	-29.32%	Reduce -2.96%	1,937,260	-59,111
SEB	Seaboard Corp	2025-03-31	Reduce Reduce	-0.10%	● 2422.16 ($2630.43) 2992.67	$2,861.20	8.77%	Reduce -2.14%	8,825	-193
COF	Capital One Financial Corp	2025-03-31	New Buy New Buy	+0.07%	● 163.87 ($188.9) 209.82	$212.76	12.63%	New holding	1,971	1,971
CVX	Chevron Corp	2025-03-31	New Buy New Buy	+0.07%	● 146.71 ($156.54) 167.97	$143.19	-8.53%	New holding	2,053	2,053
GNE	Genie Energy Ltd	2025-03-31	Reduce Reduce	-0.05%	● 13.85 ($14.59) 15.59	$26.88	84.24%	Reduce -6.61%	202,608	-14,336
WRLC	Windrock LD Co	2025-03-31	New Buy New Buy	+0.05%	● 432 ($476.91) 501	$455.00	-4.59%	New holding	569	569
OBT	Orange County Bancorp Inc	2025-03-31	Sold Out Sold Out	-0.05%	● 23.39 ($25.59) 27.29	$25.93	1.33%	Sold Out	0	-8,000
AIG	American International Group Inc	2025-03-31	New Buy New Buy	+0.04%	● 70.5 ($77.72) 86.94	$85.59	10.13%	New holding	2,349	2,349
AR	Antero Resources Corp	2025-03-31	Reduce Reduce	-0.04%	● 33.64 ($38.35) 41.42	$40.28	5.03%	Reduce -17.41%	24,906	-5,250
BX	Blackstone Inc	2025-03-31	New Buy New Buy	+0.04%	● 136.53 ($162.31) 186.74	$149.58	-7.84%	New holding	1,500	1,500
HLN	Haleon PLC	2025-03-31	Reduce Reduce	-0.04%	● 9.01 ($9.84) 10.67	$10.37	5.39%	Reduce -9.22%	184,309	-18,724
WEYS	Weyco Group Inc	2025-03-31	New Buy New Buy	+0.04%	● 28.88 ($33.94) 37.07	$33.19	-2.21%	New holding	7,197	7,197
VZ	Verizon Communications Inc	2025-03-31	Reduce Reduce	-0.03%	● 37.81 ($41.63) 46.49	$43.27	3.94%	Reduce -31.48%	7,863	-3,613
BAC	Bank of America Corp	2025-03-31	Reduce Reduce	-0.02%	● 39.61 ($44.56) 47.74	$47.32	6.19%	Reduce -11.09%	17,275	-2,155
NVS	Novartis AG	2025-03-31	Add Add	+0.02%	● 97.14 ($106.46) 115.57	$121.01	13.67%	Add 3.44%	21,909	728
SEIC	SEI Investments Co	2025-03-31	Add Add	+0.02%	● 72.08 ($80.4) 86.58	$89.86	11.77%	Add 28.15%	6,596	1,449
CSX	CSX Corp	2025-03-31	Reduce Reduce	-0.01%	● 29.11 ($31.76) 33.67	$32.62	2.71%	Reduce -2.19%	48,731	-1,089
PNC	PNC Financial Services Group Inc	2025-03-31	Reduce Reduce	-0.01%	● 168.84 ($188.77) 202.89	$186.42	-1.24%	Reduce -10.52%	1,497	-176
MBI	MBIA Inc	2025-03-31	Sold Out Sold Out	-0.01%	● 4.98 ($6.19) 7.33	$4.34	-29.89%	Sold Out	0	-10,600
CI	The Cigna Group	2025-03-31	Reduce Reduce	0%	● 274.49 ($301.26) 329	$330.58	9.73%	Reduce -4.86%	841	-43
XOM	Exxon Mobil Corp	2025-03-31	Reduce Reduce	0%	● 105.44 ($110.59) 118.93	$107.80	-2.52%	Reduce -1.12%	13,818	-156
GTX	Garrett Motion Inc	2025-03-31	Reduce Reduce	0%	● 8.18 ($9.27) 9.99	$10.50	13.27%	Reduce -6.81%	12,318	-900
IDWM	IDW Media Holdings Inc	2025-03-31	Reduce Reduce	0%	● 0.3 ($0.38) 0.43	$0.65	71.05%	Reduce -5.4%	36,419	-2,079
JPM	JPMorgan Chase & Co	2025-03-31	Reduce Reduce	0%	● 225.19 ($254.94) 279.95	$289.91	13.72%	Reduce -2.88%	2,865	-85
NAVI	Navient Corp	2025-03-31	Reduce Reduce	0%	● 12.63 ($13.66) 14.75	$14.11	3.29%	Reduce -6.36%	20,600	-1,400
PEG	Public Service Enterprise Group Inc	2025-03-31	Reduce Reduce	0%	● 78.2 ($83.43) 90.39	$84.18	0.90%	Reduce -3.32%	4,374	-150
RFL	Rafael Holdings Inc	2025-03-31	Reduce Reduce	0%	● 1.74 ($1.94) 2.13	$1.73	-10.82%	Reduce -3.09%	162,292	-5,169
TRMLF	Tourmaline Oil Corp	2025-03-31	Reduce Reduce	0%	● 44.07 ($46.93) 49.03	$48.21	2.73%	Reduce -0.57%	17,209	-99
TPHS	Trinity Place Holdings Inc	2025-03-31	Reduce Reduce	0%	● 0.04 ($0.06) 0.07	$0.05	-16.67%	Reduce -2.14%	591,466	-12,952
WBS	Webster Financial Corp	2025-03-31	Reduce Reduce	0%	● 47.55 ($55.64) 61.41	$54.60	-1.87%	Reduce -0.74%	32,254	-242
ZDGE	Zedge Inc	2025-03-31	Reduce Reduce	0%	● 2.1 ($2.55) 2.94	$4.01	57.25%	Reduce -3.87%	85,621	-3,444
C	Citigroup Inc	2024-12-31	Reduce Reduce	-3.02%	● 61.31 ($67.49) 72.5	$85.12	26.12%	Reduce -23.58%	906,779	-279,794
BP	BP PLC	2024-12-31	Reduce Reduce	-2.15%	● 28.16 ($30.01) 33.14	$29.93	-0.27%	Reduce -24.98%	1,192,030	-396,850
MRK	Merck & Co Inc	2024-12-31	Reduce Reduce	-1.40%	● 96.31 ($102.91) 112.08	$79.16	-23.08%	Reduce -12.33%	508,908	-71,580
FLG	Flagstar Financial Inc	2024-12-31	Reduce Reduce	-1.25%	● 8.97 ($10.91) 12.39	$10.60	-2.84%	Reduce -15.39%	3,559,701	-647,465
GSK	GSK PLC	2024-12-31	Reduce Reduce	-1.23%	● 33.35 ($35.93) 40.24	$38.40	6.87%	Reduce -16.44%	884,708	-174,124
BMY	Bristol-Myers Squibb Co	2024-12-31	Reduce Reduce	-1.21%	● 51.92 ($55.92) 59.94	$46.29	-17.22%	Reduce -16.45%	690,252	-135,856
PFE	Pfizer Inc	2024-12-31	Reduce Reduce	-1.18%	● 24.8 ($27.1) 30.19	$24.24	-10.55%	Reduce -23.66%	761,090	-235,935
BAYRY	Bayer AG	2024-12-31	Reduce Reduce	-0.95%	● 4.85 ($6.06) 8.39	$7.54	24.42%	Reduce -12.66%	4,506,223	-653,317
OGN	Organon & Co	2024-12-31	Reduce Reduce	-0.88%	● 14.44 ($16.26) 18.78	$9.68	-40.47%	Reduce -14.6%	1,567,273	-267,920
DIS	The Walt Disney Co	2024-12-31	Reduce Reduce	-0.87%	● 92.39 ($105.22) 117.6	$124.01	17.86%	Reduce -12.93%	353,026	-52,419
IDT	IDT Corp	2024-12-31	Reduce Reduce	-0.60%	● 37.94 ($48.12) 53.3	$68.32	41.98%	Reduce -27.66%	238,881	-91,347
PTEN	Patterson-UTI Energy Inc	2024-12-31	Reduce Reduce	-0.33%	● 7.26 ($8.02) 8.7	$5.93	-26.06%	Reduce -11.12%	1,996,371	-249,658
GNE	Genie Energy Ltd	2024-12-31	Reduce Reduce	-0.20%	● 14.47 ($15.68) 16.97	$26.88	71.43%	Reduce -25.17%	216,944	-72,969
TRMLF	Tourmaline Oil Corp	2024-12-31	New Buy New Buy	+0.17%	● 42.04 ($45.74) 49.05	$48.21	5.41%	New holding	17,308	17,308
CWEGF Unlock Delisted	Crew Energy Inc	2024-12-31	Sold Out Sold Out	-0.14%	● 5.37 ($5.44) 5.51	$5.51	1.29%	Sold Out	0	-150,780
AGO	Assured Guaranty Ltd	2024-12-31	Reduce Reduce	-0.13%	● 80.28 ($87.66) 94.69	$87.10	-0.64%	Reduce -3.19%	285,573	-9,412
WBS	Webster Financial Corp	2024-12-31	Add Add	+0.13%	● 44.33 ($55.09) 62.82	$54.60	-0.89%	Add 51.59%	32,496	11,059
FBAK	First National Bank Alaska	2024-12-31	Add Add	+0.08%	● 202.75 ($221.12) 241.25	$257.75	16.57%	Add 31.87%	6,290	1,520
NVS	Novartis AG	2024-12-31	Add Add	+0.08%	● 96.77 ($106.51) 117.18	$121.01	13.61%	Add 20.48%	21,181	3,600
HLN	Haleon PLC	2024-12-31	Reduce Reduce	-0.07%	● 9.23 ($9.77) 10.54	$10.37	6.14%	Reduce -16.09%	203,033	-38,919
HOLX	Hologic Inc	2024-12-31	Add Add	+0.06%	● 70.76 ($78.08) 83.72	$65.15	-16.56%	Add 15.63%	29,591	4,000
RFL	Rafael Holdings Inc	2024-12-31	Reduce Reduce	-0.03%	● 1.59 ($1.9) 2.37	$1.73	-8.95%	Reduce -37.42%	167,461	-100,135
VTRS	Viatris Inc	2024-12-31	Sold Out Sold Out	-0.03%	● 11.32 ($12.3) 13.37	$8.93	-27.40%	Sold Out	0	-13,623
AAPL	Apple Inc	2024-12-31	Add Add	+0.02%	● 221.69 ($235.83) 259.02	$205.17	-13.00%	Add 12.04%	2,792	300
NTPIF	Nam Tai Property Inc	2024-12-31	Reduce Reduce	-0.02%	● 1.5 ($2.23) 4.75	$4.20	88.34%	Reduce -57.52%	36,040	-48,790
VOXX Unlock Delisted	VOXX International Corp	2024-12-31	Add Add	+0.02%	● 6.17 ($7.34) 8.01	$7.50	2.18%	Add 10.47%	114,676	10,868
PIFYF	Pine Cliff Energy Ltd	2024-12-31	Sold Out Sold Out	-0.02%	● 0.54 ($0.64) 0.78	$0.47	-27.25%	Sold Out	0	-129,731
BAC	Bank of America Corp	2024-12-31	Add Add	+0.01%	● 39.23 ($44.07) 47.77	$47.32	7.37%	Add 4.6%	19,430	854
XOM	Exxon Mobil Corp	2024-12-31	Reduce Reduce	-0.01%	● 105.51 ($116.93) 125.37	$107.80	-7.81%	Reduce -2.46%	13,974	-352
MBI	MBIA Inc	2024-12-31	New Buy New Buy	+0.01%	● 3.34 ($5.18) 7.03	$4.34	-16.22%	New holding	10,600	10,600
PNC	PNC Financial Services Group Inc	2024-12-31	Add Add	+0.01%	● 178.39 ($196.85) 215	$186.42	-5.30%	Add 14.59%	1,673	213
SEB	Seaboard Corp	2024-12-31	Reduce Reduce	-0.01%	● 2390.98 ($2742.45) 3142.58	$2,861.20	4.33%	Reduce -0.18%	9,018	-16
TPHS	Trinity Place Holdings Inc	2024-12-31	Reduce Reduce	-0.01%	● 0.03 ($0.04) 0.07	$0.05	25.00%	Reduce -60.36%	604,418	-920,272
VZ	Verizon Communications Inc	2024-12-31	Add Add	+0.01%	● 39.6 ($42.14) 45.05	$43.27	2.68%	Add 5.81%	11,476	630
ZDGE	Zedge Inc	2024-12-31	Reduce Reduce	-0.01%	● 1.94 ($2.9) 3.7	$4.01	38.28%	Reduce -19.14%	89,065	-21,083
CI	The Cigna Group	2024-12-31	Reduce Reduce	0%	● 265.59 ($318.3) 358.58	$330.58	3.86%	Reduce -6.06%	884	-57
GTX	Garrett Motion Inc	2024-12-31	Reduce Reduce	0%	● 7.34 ($8.3) 9.6	$10.50	26.51%	Reduce -7.11%	13,218	-1,011
IDWM	IDW Media Holdings Inc	2024-12-31	Reduce Reduce	0%	● 0.28 ($0.34) 0.39	$0.65	91.18%	Reduce -39.46%	38,498	-25,091
PEP	PepsiCo Inc	2024-12-31	Reduce Reduce	0%	● 151.29 ($163.72) 176.1	$132.04	-19.35%	Reduce -5.26%	1,800	-100
PEG	Public Service Enterprise Group Inc	2024-12-31	Add Add	0%	● 81.87 ($88.47) 94.51	$84.18	-4.85%	Add 0.53%	4,524	24
MBI	MBIA Inc	2024-09-30	Sold Out Sold Out	-5.14%	● 3.31 ($4.13) 5.54	$4.34	5.08%	Sold Out	0	-5,570,263
DIS	The Walt Disney Co	2024-09-30	Add Add	+3.06%	● 85.6 ($92.01) 98.61	$124.01	34.78%	Add 83.54%	405,445	184,542
GSK	GSK PLC	2024-09-30	Reduce Reduce	-1.18%	● 38.21 ($40.91) 44.26	$38.40	-6.14%	Reduce -14.7%	1,058,832	-182,429
BAYRY	Bayer AG	2024-09-30	Add Add	+1.15%	● 6.83 ($7.52) 8.48	$7.54	0.27%	Add 17.95%	5,159,540	785,085
VOXX Unlock Delisted	VOXX International Corp	2024-09-30	Reduce Reduce	-0.88%	● 2.32 ($3.86) 6.51	$7.50	94.30%	Reduce -94.11%	103,808	-1,657,896
OGN	Organon & Co	2024-09-30	Add Add	+0.57%	● 18.65 ($20.73) 23.03	$9.68	-53.30%	Add 10.49%	1,835,193	174,170
BP	BP PLC	2024-09-30	Reduce Reduce	-0.31%	● 30.79 ($33.83) 37.05	$29.93	-11.53%	Reduce -3.14%	1,588,880	-51,522
FLG	Flagstar Financial Inc	2024-09-30	Add Add	+0.26%	● 9.35 ($10.64) 12	$10.60	-0.38%	Add 3.36%	4,207,166	136,636
MRK	Merck & Co Inc	2024-09-30	Reduce Reduce	-0.24%	● 111.15 ($118.8) 128.97	$79.16	-33.37%	Reduce -1.93%	580,488	-11,423
PTEN	Patterson-UTI Energy Inc	2024-09-30	Reduce Reduce	-0.13%	● 7.5 ($9.21) 11	$5.93	-35.61%	Reduce -3.22%	2,246,029	-74,825
SEB	Seaboard Corp	2024-09-30	Reduce Reduce	-0.10%	● 3019.91 ($3120.3) 3300	$2,861.20	-8.30%	Reduce -2.07%	9,034	-191
C	Citigroup Inc	2024-09-30	Reduce Reduce	-0.09%	● 56.11 ($61.84) 67.61	$85.12	37.65%	Reduce -0.69%	1,186,573	-8,279
AGO	Assured Guaranty Ltd	2024-09-30	Reduce Reduce	-0.08%	● 74 ($78.86) 82.52	$87.10	10.45%	Reduce -2.03%	294,985	-6,102
IBM	International Business Machines Corp International Business Machines Corp	2024-09-30	New Buy New Buy	+0.06%	● 175.1 ($196.07) 223.43	$294.78	50.34%	New holding	1,508	1,508
SEIC	SEI Investments Co	2024-09-30	New Buy New Buy	+0.06%	● 63.1 ($66.75) 69.83	$89.86	34.62%	New holding	5,147	5,147

100/Page

Total 282

Kahn Brothers News

Discussions on Kahn Brothers

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.