Kahn Brothers
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| unresolvedMerck | 11.45% | 1,038,054 | $94M | trimmed−49% | +0.15 pp | 22 q |
| unresolvedCitigroup Inc | 9.76% | 1,007,092 | $80M | trimmed−5% | +0.57 pp | 22 q |
| AGOAssured Guaranty, LTD | 9.07% | 1,526,058 | $75M | trimmed−3% | +0.29 pp | 12 q |
| unresolvedGlaxosmithkline PLC | 9.05% | 1,587,628 | $75M | trimmed−2% | +0.38 pp | 13 q |
| BMYBristol-Myers Squibb Co. | 8.20% | 1,053,732 | $68M | trimmed−2% | +1.38 pp | 22 q |
| NYCBFlagstar Bank, National Association | 7.83% | 5,375,415 | $65M | trimmed−3% | −0.89 pp | 22 q |
| BPBP p.l.c. | 7.43% | 1,623,757 | $61M | trimmed−3% | −0.55 pp | 13 q |
| SEBSeaboard Corporation | 6.61% | 12,832 | $55M | trimmed−3% | −0.64 pp | 22 q |
| MBIMBIA Inc. | 6.09% | 5,401,839 | $50M | trimmed−3% | −0.38 pp | 22 q |
| BBBlackBerry Limited | 4.53% | 5,814,135 | $37M | added+3% | +0.80 pp | 22 q |
| PFEPfizer Inc. | 3.85% | 809,784 | $32M | trimmed−0% | +0.19 pp | 22 q |
| PTENPatterson-UTI Energy Inc | 3.30% | 2,590,839 | $27M | trimmed−4% | +0.40 pp | 22 q |
| NTPIFNam Tai Property Inc | 2.20% | 2,107,563 | $18M | trimmed−4% | −0.28 pp | 22 q |
| VOXXVOXX International Corporation Class A | 2.04% | 3,846,215 | $17M | trimmed−5% | −0.36 pp | 22 q |
| HOLXHologic Inc | 1.86% | 294,571 | $15M | trimmed−5% | −0.10 pp | 22 q |
| NYTNew York Times Co. | 1.21% | 310,174 | $10M | trimmed−9% | −0.01 pp | 22 q |
| STLSterling Bancorp | 0.97% | 378,728 | $8M | trimmed−19% | −0.21 pp | 22 q |
| RFLRafael Holdings, Inc. Class B | 0.93% | 430,603 | $8M | trimmed−1% | −0.21 pp | 8 q |
| unresolvedIdt Corp Cl B | 0.61% | 697,902 | $5M | trimmed−1% | −0.32 pp | 22 q |
| TPHSTrinity Place Hldgs Inc | 0.58% | 1,597,591 | $5M | trimmed−1% | −0.23 pp | 22 q |
| unresolvedGenie Energy | 0.42% | 448,591 | $3M | trimmed−3% | −0.01 pp | 22 q |
| NVSNovartis AG | 0.30% | 25,773 | $2M | held | — | 22 q |
| VRAYQViewray Inc | 0.27% | 533,550 | $2M | added+57% | +0.15 pp | 3 q |
| FBAKFirst Nb Alaska | 0.20% | 6,810 | $2M | held | — | 3 q |
| XOMExxon Mobil Corp | 0.16% | 19,120 | $1M | held | — | 22 q |
| VZVerizon Communications | 0.15% | 19,645 | $1M | trimmed−10% | −0.01 pp | 3 q |
| unresolvedAmerican Tel & Tel | 0.09% | 18,253 | $713,327 | trimmed−1% | 0.00 pp | 13 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.09% | 3,300 | $747,450 | held | — | 3 q |
| unresolvedIdw Media | 0.09% | 96,405 | $727,857 | trimmed−1% | −0.08 pp | 18 q |
| BACBank of America Corporation | 0.08% | 17,763 | $626,316 | held | — | 13 q |
| CVXChevron Corporation | 0.06% | 4,376 | $527,351 | held | — | 22 q |
| HOPEHope Bancorp, Inc. | 0.06% | 31,920 | $474,331 | held | — | 3 q |
| OBTOrange County Bancorp, Inc. | 0.06% | 16,400 | $482,160 | held | — | 3 q |
| unresolvedSb One Banc | 0.06% | 20,245 | $504,500 | held | — | 3 q |
| CMCSAComcast Corp | 0.05% | 8,888 | $399,694 | added+30% | +0.01 pp | 22 q |
| AAPLApple Inc. | 0.04% | 1,023 | $300,404 | added×2.0 | +0.03 pp | 2 q |
| NAVINavient Corporation | 0.04% | 13,680 | $345,912 | added+7% | 0.00 pp | 22 q |
| unresolvedCoal Creek Mining | 0.03% | 813 | $268,290 | trimmed−17% | −0.01 pp | 3 q |
| GBCIGlacier Bancorp Inc | 0.03% | 6,265 | $288,127 | trimmed−57% | −0.04 pp | 3 q |
| KEYKeyCorp | 0.03% | 11,392 | $230,574 | trimmed−8% | 0.00 pp | 2 q |
| PEPPepsiCo, Inc. | 0.03% | 2,100 | $287,007 | held | — | 2 q |
| ZDGEZedge, Inc. | 0.03% | 164,784 | $253,767 | trimmed−3% | −0.01 pp | 15 q |
| ALCAlcon Inc. | 0.03% | 4,756 | $269,047 | trimmed−2% | −0.01 pp | 3 q |
| CRCrew Energy Inc | 0.01% | 189,500 | $80,744 | held | — | 4 q |
| PEYUFPeyto Expl & Dev Corp | 0.01% | 35,000 | $102,575 | held | — | 2 q |
| LWAYLifeway Foods Inc | 0.00% | 10,000 | $19,900 | held | — | 3 q |
| VHIValhi, Inc. | 0.00% | 10,368 | $19,388 | held | — | 3 q |
| EDConsolidated Edison, Inc. | — | −1,674 | — | exited | −0.02 pp | — |
