Kahn Brothers
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MBIMBIA Inc. | 10.80% | 4,978,900 | $79M | added0% | +1.81 pp | 30 q |
| AGOAssured Guaranty, LTD | 9.90% | 1,435,845 | $72M | added0% | +0.46 pp | 20 q |
| unresolvedGlaxosmithkline PLC | 8.71% | 1,438,569 | $63M | added+6% | +1.43 pp | 21 q |
| PFEPfizer Inc. | 8.26% | 1,017,928 | $60M | added+4% | +2.32 pp | 30 q |
| BPBP p.l.c. | 8.20% | 2,240,889 | $60M | trimmed−2% | −0.58 pp | 21 q |
| NYCBFlagstar Bank, National Association | 8.18% | 4,877,639 | $60M | added+2% | −0.51 pp | 30 q |
| BMYBristol-Myers Squibb Co. | 7.89% | 921,603 | $57M | added+5% | +0.61 pp | 30 q |
| unresolvedMerck | 7.47% | 709,224 | $54M | added0% | 0.00 pp | 30 q |
| unresolvedCitigroup Inc | 7.41% | 893,788 | $54M | added+7% | −0.82 pp | 30 q |
| PTENPatterson-UTI Energy Inc | 6.91% | 5,956,377 | $50M | trimmed−0% | −0.64 pp | 30 q |
| SEBSeaboard Corporation | 5.43% | 10,048 | $40M | trimmed−0% | −0.39 pp | 30 q |
| unresolvedIdt Corp Cl B | 2.87% | 472,349 | $21M | added0% | +0.08 pp | 30 q |
| VOXXVOXX International Corporation Class A | 2.83% | 2,023,059 | $21M | added+4% | −0.32 pp | 30 q |
| STLSterling Bancorp | 0.96% | 270,498 | $7M | trimmed−1% | 0.00 pp | 30 q |
| VRAYQViewray Inc | 0.70% | 920,200 | $5M | added+63% | +0.13 pp | 11 q |
| TPHSTrinity Place Hldgs Inc | 0.37% | 1,473,462 | $3M | added+9% | 0.00 pp | 30 q |
| HOLXHologic Inc | 0.34% | 32,539 | $2M | trimmed−9% | −0.03 pp | 30 q |
| OGNOrganon & Co. | 0.29% | 68,870 | $2M | trimmed−2% | −0.03 pp | 3 q |
| NVSNovartis AG | 0.27% | 22,378 | $2M | added+10% | +0.04 pp | 30 q |
| unresolvedGenie Energy | 0.25% | 332,810 | $2M | trimmed−1% | −0.06 pp | 30 q |
| BBBlackBerry Limited | 0.20% | 1,543,947 | $1M | trimmed−10% | −2.16 pp | 30 q |
| RFLRafael Holdings, Inc. Class B | 0.20% | 283,007 | $1M | trimmed−9% | −1.15 pp | 16 q |
| VTRSViatris Inc. | 0.16% | 88,280 | $1M | added0% | −0.01 pp | 5 q |
| FBAKFirst Nb Alaska | 0.15% | 4,770 | $1M | held | — | 11 q |
| ZDGEZedge, Inc. | 0.15% | 123,179 | $1M | added+1% | −0.08 pp | 23 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.13% | 3,250 | $971,750 | held | — | 11 q |
| XOMExxon Mobil Corp | 0.13% | 15,564 | $952,361 | held | — | 30 q |
| VZVerizon Communications | 0.11% | 15,714 | $816,499 | trimmed−3% | −0.01 pp | 11 q |
| PFSProvident Financial Services, Inc. | 0.09% | 27,472 | $665,372 | held | — | 6 q |
| BACBank of America Corporation | 0.07% | 10,708 | $476,399 | held | — | 21 q |
| unresolvedJp Morgan Chase | 0.07% | 3,150 | $498,803 | trimmed−11% | −0.01 pp | 8 q |
| NAVINavient Corporation | 0.07% | 23,286 | $494,129 | held | — | 30 q |
| CRCrew Energy Inc | 0.06% | 182,000 | $410,306 | held | — | 12 q |
| HOPEHope Bancorp, Inc. | 0.06% | 31,000 | $456,010 | held | — | 11 q |
| unresolvedAmerican Tel & Tel | 0.05% | 14,578 | $358,619 | trimmed−2% | −0.01 pp | 21 q |
| CVXChevron Corporation | 0.05% | 3,348 | $392,888 | trimmed−15% | −0.01 pp | 30 q |
| PEPPepsiCo, Inc. | 0.05% | 1,900 | $330,049 | held | — | 10 q |
| NTPIFNam Tai Property Inc | 0.05% | 37,900 | $382,411 | added0% | −0.07 pp | 30 q |
| CMCSAComcast Corp | 0.04% | 5,398 | $271,681 | held | — | 30 q |
| PEYUFPeyto Expl & Dev Corp | 0.04% | 35,000 | $261,874 | held | — | 10 q |
| unresolvedIdw Media | 0.02% | 72,621 | $145,242 | added0% | −0.01 pp | 26 q |
| DBDeutsche Bank Aktiengesellschaft | 0.02% | 10,000 | $125,000 | held | — | 6 q |
| LWAYLifeway Foods Inc | 0.01% | 10,000 | $46,000 | held | — | 11 q |
