Kahn Brothers
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| BPBP p.l.c. | 10.70% | 1,959,957 | $74M | trimmed−9% | +0.74 pp | 26 q |
| MRKMerck & Co., Inc. | 10.29% | 671,604 | $71M | trimmed−1% | +0.33 pp | 5 q |
| BMYBristol-Myers Squibb Co. | 8.98% | 900,556 | $62M | trimmed−1% | +0.32 pp | 35 q |
| NYCBFlagstar Bank, National Association | 8.31% | 6,389,144 | $58M | added+7% | +1.56 pp | 35 q |
| AGOAssured Guaranty, LTD | 8.28% | 1,144,153 | $58M | trimmed−7% | −1.81 pp | 25 q |
| CCitigroup Inc. | 8.22% | 1,217,553 | $57M | added+4% | +1.26 pp | 5 q |
| PTENPatterson-UTI Energy Inc | 6.83% | 4,053,287 | $47M | trimmed−9% | −3.08 pp | 35 q |
| unresolvedGlaxosmithkline PLC | 6.54% | 1,277,476 | $45M | added+4% | +0.86 pp | 26 q |
| MBIMBIA Inc. | 6.31% | 4,734,562 | $44M | trimmed−2% | −1.84 pp | 35 q |
| PFEPfizer Inc. | 6.05% | 1,029,662 | $42M | trimmed−1% | −0.95 pp | 35 q |
| VOXXVOXX International Corporation Class A | 5.29% | 2,983,016 | $37M | trimmed−1% | +1.96 pp | 35 q |
| SEBSeaboard Corporation | 5.19% | 9,560 | $36M | trimmed−4% | +0.24 pp | 35 q |
| IDTIDT Corporation Class B | 1.80% | 366,231 | $12M | trimmed−22% | +0.06 pp | 5 q |
| HLNHaleon plc | 1.62% | 1,381,272 | $11M | trimmed−2% | +0.13 pp | 3 q |
| BBBlackBerry Limited | 0.93% | 1,412,945 | $6M | trimmed−1% | +0.32 pp | 35 q |
| VRAYQViewray Inc | 0.81% | 1,620,797 | $6M | trimmed−0% | −0.15 pp | 16 q |
| WEDWebster Financial Corp | 0.64% | 113,021 | $4M | trimmed−3% | −0.09 pp | 5 q |
| GNEGenie Energy Ltd | 0.62% | 310,562 | $4M | trimmed−5% | +0.18 pp | 5 q |
| HOLXHologic Inc | 0.35% | 30,035 | $2M | trimmed−1% | +0.05 pp | 35 q |
| NVSNovartis AG | 0.29% | 21,578 | $2M | held | — | 35 q |
| XOMExxon Mobil Corp | 0.22% | 14,255 | $2M | trimmed−4% | 0.00 pp | 35 q |
| OGNOrganon & Co. | 0.21% | 61,619 | $1M | trimmed−2% | −0.02 pp | 8 q |
| BACBank of America Corporation | 0.16% | 39,739 | $1M | trimmed−8% | −0.03 pp | 26 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.14% | 3,107 | $958,877 | held | — | 16 q |
| CRCrew Energy Inc | 0.14% | 282,780 | $994,000 | held | — | 17 q |
| FBAKFirst Nb Alaska | 0.14% | 4,770 | $949,000 | held | — | 16 q |
| TPHSTrinity Place Hldgs Inc | 0.10% | 1,492,415 | $716,805 | trimmed−0% | −0.05 pp | 35 q |
| VTRSViatris Inc. | 0.10% | 73,637 | $708,014 | trimmed−1% | −0.01 pp | 10 q |
| CVXChevron Corporation | 0.08% | 3,248 | $530,000 | held | — | 35 q |
| PFSProvident Financial Services, Inc. | 0.08% | 27,472 | $527,000 | held | — | 11 q |
| unresolvedJp Morgan Chase | 0.07% | 3,775 | $492,000 | added+36% | +0.02 pp | 13 q |
| PEYUFPeyto Expl & Dev Corp | 0.07% | 52,807 | $473,000 | held | — | 15 q |
| VZVerizon Communications | 0.07% | 13,304 | $517,000 | trimmed−5% | 0.00 pp | 16 q |
| RFLRafael Holdings, Inc. Class B | 0.06% | 279,534 | $433,676 | trimmed−1% | −0.01 pp | 21 q |
| NAVINavient Corporation | 0.05% | 23,286 | $372,343 | held | — | 35 q |
| PEPPepsiCo, Inc. | 0.05% | 1,900 | $346,000 | held | — | 15 q |
| HOPEHope Bancorp, Inc. | 0.04% | 31,000 | $304,000 | held | — | 16 q |
| PGProcter & Gamble Company | 0.04% | 1,900 | $282,607 | trimmed−15% | 0.00 pp | 5 q |
| GBCIGlacier Bancorp Inc | 0.03% | 4,320 | $180,014 | held | — | 3 q |
| ZDGEZedge, Inc. | 0.03% | 120,648 | $235,246 | trimmed−1% | 0.00 pp | 28 q |
| NTPIFNam Tai Property Inc | 0.03% | 85,990 | $181,000 | trimmed−2% | +0.01 pp | 2 q |
| TAT&T Inc. | 0.02% | 6,635 | $127,724 | trimmed−62% | −0.02 pp | 5 q |
| CMCSAComcast Corp | 0.01% | 1,476 | $55,955 | trimmed−82% | −0.03 pp | 35 q |
| unresolvedIdw Media | 0.01% | 69,416 | $50,079 | trimmed−2% | 0.00 pp | 31 q |
| LWAYLifeway Foods Inc | 0.01% | 10,000 | $60,000 | held | — | 16 q |
