Kahn Brothers
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| PFEPfizer Inc. | 10.64% | 1,811,016 | $63M | trimmed−4% | +0.53 pp | 3 q |
| unresolvedMerck | 10.00% | 1,029,815 | $59M | trimmed−2% | −0.31 pp | 3 q |
| unresolvedCitigroup Inc | 9.84% | 1,131,041 | $58M | trimmed−5% | −1.26 pp | 3 q |
| NYTNew York Times Co. | 9.30% | 4,002,423 | $55M | trimmed−3% | −0.11 pp | 3 q |
| NYCBFlagstar Bank, National Association | 9.15% | 3,239,116 | $54M | trimmed−4% | −0.17 pp | 3 q |
| HOLXHologic Inc | 7.69% | 1,377,802 | $46M | trimmed−3% | +5.65 pp | 3 q |
| SEBSeaboard Corporation | 6.24% | 8,948 | $37M | trimmed−9% | −0.86 pp | 3 q |
| unresolvedBp PLC | 5.99% | 906,887 | $35M | added+5% | +0.29 pp | 3 q |
| ORIOld Republic International Corporation | 4.73% | 1,873,882 | $28M | trimmed−5% | −0.22 pp | 3 q |
| BBBlackBerry Limited | 3.56% | 2,359,528 | $21M | added+28% | +0.07 pp | 3 q |
| PTENPatterson-UTI Energy Inc | 3.11% | 979,823 | $18M | added+10% | +0.56 pp | 3 q |
| MBIMBIA Inc. | 3.08% | 1,961,392 | $18M | trimmed−1% | −0.18 pp | 3 q |
| STLSterling Bancorp | 2.43% | 1,072,309 | $14M | trimmed−16% | −0.75 pp | 3 q |
| VOXXVOXX International Corporation Class A | 2.42% | 1,561,046 | $14M | trimmed−8% | −0.15 pp | 3 q |
| NAVINavient Corporation | 2.08% | 606,580 | $12M | trimmed−29% | −1.08 pp | 3 q |
| NTPIFNam Tai Property Inc | 1.95% | 2,914,901 | $12M | trimmed−1% | −0.46 pp | 3 q |
| unresolvedIdt Corp Cl B | 1.49% | 495,670 | $9M | trimmed−6% | −0.36 pp | 3 q |
| TPHSTrinity Place Hldgs Inc | 1.38% | 1,155,216 | $8M | trimmed−1% | −0.02 pp | 3 q |
| unresolvedStraight Path Comm | 0.84% | 250,172 | $5M | trimmed−6% | −0.03 pp | 3 q |
| unresolvedGenie Energy | 0.57% | 427,708 | $3M | trimmed−7% | +0.08 pp | 3 q |
| NVSNovartis AG | 0.52% | 30,968 | $3M | held | — | 3 q |
| unresolvedGlaxosmithkline | 0.45% | 58,200 | $3M | added+14% | +0.07 pp | 3 q |
| BMYBristol-Myers Squibb Co. | 0.31% | 28,400 | $2M | held | — | 3 q |
| XOMExxon Mobil Corp | 0.25% | 17,684 | $2M | held | — | 3 q |
| unresolvedSlm Corp | 0.25% | 159,122 | $1M | trimmed−78% | −1.00 pp | 3 q |
| CMCSAComcast Corp | 0.23% | 24,510 | $1M | trimmed−4% | −0.02 pp | 3 q |
| unresolvedFirst Niagara Finl Gp Inc | 0.20% | 132,333 | $1M | trimmed−1% | +0.01 pp | 3 q |
| IBMInternational Business Machines Corporation | 0.19% | 7,158 | $1M | held | — | 3 q |
| unresolvedMonsanto | 0.17% | 8,704 | $979,554 | trimmed−2% | −0.01 pp | 3 q |
| unresolvedLandmark Savings Bank | 0.14% | 33,624 | $858,421 | trimmed−33% | −0.04 pp | 3 q |
| unresolvedBank of America Corp | 0.13% | 49,877 | $767,607 | trimmed−2% | −0.03 pp | 3 q |
| CVXChevron Corporation | 0.11% | 5,988 | $628,620 | held | — | 3 q |
| unresolvedCtm Media Cl A | 0.11% | 7,922 | $649,604 | trimmed−5% | −0.01 pp | 3 q |
| unresolvedAmerican Tel & Tel | 0.07% | 11,883 | $387,980 | trimmed−1% | 0.00 pp | 3 q |
| NEUNewMarket Corporation | 0.07% | 880 | $420,464 | held | — | 3 q |
| unresolvedGeneral Electric Co | 0.06% | 15,000 | $372,150 | held | — | 3 q |
| unresolvedQuestar Corp | 0.06% | 15,950 | $380,567 | held | — | 3 q |
| FL8Flushing Financial Corp | 0.05% | 15,519 | $311,466 | held | — | 3 q |
| unresolvedAstec Indus | 0.04% | 5,000 | $214,400 | trimmed−58% | −0.04 pp | 3 q |
| unresolvedAstoria Financial | 0.04% | 17,685 | $229,021 | held | — | 3 q |
| KEYKeyCorp | 0.03% | 14,524 | $205,659 | trimmed−4% | −0.01 pp | 3 q |
| unresolvedVolvo | 0.02% | 10,000 | $120,940 | held | — | 3 q |
| unresolvedU S G Corp | — | −19,000 | — | exited | −0.09 pp | — |
| unresolvedPhi Inc Non-voting | — | −6,500 | — | exited | −0.04 pp | — |
