Kahn Brothers
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+1.02
- trimmed−1.26
Positions
| BPBP p.l.c. | 10.10% | 1,389,605 | $63M | trimmed−2% | +1.02 pp | 7 q |
| unresolvedCitigroup Inc | 10.00% | 939,493 | $63M | trimmed−1% | −0.20 pp | 16 q |
| unresolvedMerck | 8.66% | 897,077 | $54M | trimmed−1% | +0.81 pp | 16 q |
| unresolvedGlaxosmithkline PLC | 7.93% | 1,236,592 | $50M | added0% | +0.27 pp | 7 q |
| NYTNew York Times Co. | 7.41% | 1,796,912 | $47M | trimmed−20% | −1.26 pp | 16 q |
| AGOAssured Guaranty, LTD | 7.15% | 1,257,760 | $45M | added+1% | 0.00 pp | 6 q |
| BBBlackBerry Limited | 7.08% | 4,607,810 | $44M | added+3% | −1.10 pp | 16 q |
| MBIMBIA Inc. | 6.64% | 4,614,060 | $42M | trimmed−0% | −0.18 pp | 16 q |
| NYCBFlagstar Bank, National Association | 5.47% | 3,056,592 | $34M | added+39% | +0.90 pp | 16 q |
| SEBSeaboard Corporation | 4.90% | 7,774 | $31M | trimmed−0% | −0.39 pp | 16 q |
| PTENPatterson-UTI Energy Inc | 3.97% | 1,386,260 | $25M | added+2% | +0.16 pp | 16 q |
| HOLXHologic Inc | 3.86% | 611,027 | $24M | trimmed−7% | −0.06 pp | 16 q |
| STLSterling Bancorp | 3.18% | 849,626 | $20M | trimmed−2% | +0.05 pp | 16 q |
| PFEPfizer Inc. | 3.16% | 546,967 | $20M | trimmed−1% | +0.05 pp | 16 q |
| NTPIFNam Tai Property Inc | 3.16% | 1,815,255 | $20M | trimmed−0% | −0.45 pp | 16 q |
| VOXXVOXX International Corporation Class A | 3.12% | 3,632,862 | $20M | trimmed−1% | +0.23 pp | 16 q |
| TPHSTrinity Place Hldgs Inc | 1.01% | 968,129 | $6M | held | — | 16 q |
| unresolvedIdt Corp Cl B | 0.57% | 638,934 | $4M | trimmed−0% | −0.07 pp | 16 q |
| unresolvedIdw Media | 0.51% | 75,112 | $3M | trimmed−0% | −0.03 pp | 12 q |
| RFLRafael Holdings, Inc. Class B | 0.47% | 319,422 | $3M | trimmed−0% | +0.22 pp | 2 q |
| unresolvedGenie Energy | 0.31% | 398,276 | $2M | trimmed−0% | −0.01 pp | 16 q |
| NVSNovartis AG | 0.28% | 23,210 | $2M | added+5% | 0.00 pp | 16 q |
| XOMExxon Mobil Corp | 0.22% | 16,934 | $1M | held | — | 16 q |
| BMYBristol-Myers Squibb Co. | 0.18% | 19,950 | $1M | added+1% | −0.02 pp | 16 q |
| ORIOld Republic International Corporation | 0.15% | 48,900 | $973,599 | added+2% | −0.01 pp | 16 q |
| BACBank of America Corporation | 0.12% | 26,127 | $736,520 | held | — | 7 q |
| CVXChevron Corporation | 0.10% | 5,048 | $638,219 | held | — | 16 q |
| NAVINavient Corporation | 0.08% | 38,206 | $497,824 | trimmed−2% | 0.00 pp | 16 q |
| ZDGEZedge, Inc. | 0.08% | 137,661 | $517,605 | trimmed−0% | +0.01 pp | 9 q |
| unresolvedAmerican Tel & Tel | 0.06% | 12,584 | $404,072 | added+11% | 0.00 pp | 7 q |
| CMCSAComcast Corp | 0.05% | 9,224 | $302,639 | added+3% | 0.00 pp | 16 q |
