Kahn Brothers
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| unresolvedMerck | 10.80% | 831,385 | $69M | trimmed−5% | −0.22 pp | 19 q |
| BPBP p.l.c. | 9.37% | 1,370,997 | $60M | trimmed−3% | −0.20 pp | 10 q |
| unresolvedCitigroup Inc | 8.95% | 920,627 | $57M | trimmed−3% | +0.06 pp | 19 q |
| AGOAssured Guaranty, LTD | 8.60% | 1,239,520 | $55M | trimmed−2% | −0.11 pp | 9 q |
| unresolvedGlaxosmithkline PLC | 8.33% | 1,276,550 | $53M | added+1% | −0.36 pp | 10 q |
| NYCBFlagstar Bank, National Association | 7.75% | 4,286,931 | $50M | trimmed−1% | +0.41 pp | 19 q |
| BBBlackBerry Limited | 7.19% | 4,561,825 | $46M | trimmed−1% | +1.31 pp | 19 q |
| MBIMBIA Inc. | 6.56% | 4,412,482 | $42M | trimmed−3% | −0.73 pp | 19 q |
| SEBSeaboard Corporation | 4.90% | 7,325 | $31M | trimmed−5% | 0.00 pp | 19 q |
| BMYBristol-Myers Squibb Co. | 3.76% | 504,350 | $24M | added×25.3 | +3.57 pp | 19 q |
| PTENPatterson-UTI Energy Inc | 3.74% | 1,709,129 | $24M | added+6% | +0.74 pp | 19 q |
| PFEPfizer Inc. | 3.54% | 533,589 | $23M | trimmed−0% | −0.67 pp | 19 q |
| NYTNew York Times Co. | 3.45% | 672,512 | $22M | trimmed−45% | −1.49 pp | 19 q |
| NTPIFNam Tai Property Inc | 2.89% | 1,876,529 | $18M | trimmed−1% | −0.08 pp | 19 q |
| HOLXHologic Inc | 2.57% | 340,444 | $16M | trimmed−38% | −1.51 pp | 19 q |
| VOXXVOXX International Corporation Class A | 2.55% | 3,537,757 | $16M | trimmed−2% | −0.03 pp | 19 q |
| STLSterling Bancorp | 1.32% | 452,549 | $8M | trimmed−24% | −0.46 pp | 19 q |
| unresolvedIdt Corp Cl B | 0.65% | 631,154 | $4M | trimmed−1% | −0.06 pp | 19 q |
| RFLRafael Holdings, Inc. Class B | 0.62% | 312,035 | $4M | trimmed−2% | +0.17 pp | 5 q |
| TPHSTrinity Place Hldgs Inc | 0.59% | 951,732 | $4M | held | — | 19 q |
| unresolvedGenie Energy | 0.52% | 391,274 | $3M | trimmed−1% | +0.09 pp | 19 q |
| NVSNovartis AG | 0.34% | 22,744 | $2M | held | — | 19 q |
| unresolvedIdw Media | 0.28% | 72,722 | $2M | trimmed−2% | −0.19 pp | 15 q |
| XOMExxon Mobil Corp | 0.25% | 19,574 | $2M | trimmed−1% | +0.01 pp | 19 q |
| ORIOld Republic International Corporation | 0.16% | 48,900 | $1M | held | — | 19 q |
| CVXChevron Corporation | 0.08% | 4,148 | $510,951 | held | — | 19 q |
| unresolvedAmerican Tel & Tel | 0.06% | 12,587 | $394,728 | trimmed−0% | −0.01 pp | 10 q |
| BACBank of America Corporation | 0.05% | 12,098 | $333,784 | trimmed−48% | −0.05 pp | 10 q |
| NAVINavient Corporation | 0.05% | 25,456 | $294,526 | trimmed−33% | −0.01 pp | 19 q |
| ZDGEZedge, Inc. | 0.04% | 132,738 | $236,273 | trimmed−3% | −0.02 pp | 12 q |
| CMCSAComcast Corp | 0.01% | 1,664 | $65,807 | trimmed−3% | 0.00 pp | 19 q |
| CRCrew Energy Inc | 0.00% | 7,500 | $6,315 | new | 0.00 pp | new |
