
	Kahn Brothers 13F
	Kahn Brothers

	Last update 2024-08-14	52 Stocks (1 new)
	Value $595.00 Mil	Turnover 9 %
	Countries: Top Holdings: C(12.74%)MRK(12.32%)BP(9.95%)GSK(8.03%)NYCB(6.61%) Portfolio Report

Kahn Brothers Profile

Kahn Brothers Group is an investment firm serving institutional and high-net-worth clients. The firm provides investment management through its registered investment advisor, Kahn Brothers Advisors LLC, and brokerage services through Kahn Brothers LLC, Member New York Stock Exchange.
Kahn Brothers Group was founded in 1978 by Irving Kahn, Thomas Graham Kahn and Alan Kahn. The firm's executive team has over one hundred years of aggregate experience in the investment business. The firm’s founding chairman, Irving Kahn, began his career in the value investing business shortly before the stock market crash of 1929. In the 1930s, he served as Benjamin Graham's teaching assistant at Columbia Business School. Irving Kahn passed away in February 2015.

Kahn Brothers Investing Philosophy

Kahn Brothers employs a bottom-up stock selection approach and invests in undervalued equity securities that are usually out of favor in the market. The firm selects securities one at a time based on assets, operating performance and long-term fundamental business prospects. Kahn Brothers follows Benjamin Graham's investment philosophies.

Kahn Brothers Portfolio and Latest Trades

Ticker
Ticker
AGO
NYCB
DIS
OGN
BAYRY
VOXX
PTEN
WBS
MRK
MBI
HLN
BP
SEB
BAC
GSK
IDT
PFE
BMY
C
NVS
OBT
EGLE
GBCI
CI
VTRS
GTX
HOLX
JPM
PG
CSX
XOM
GNE
IDWM
MSFT
NAVI
PNC
RFL
VZ
ZDGE
OGN
BAYRY
DIS
PTEN
BB
MBI
BP
HLN
AGO
MRK
FRFHF
AR
MSFT
C
AAPL
CI
JPM
PNC
VOXX
AM
BAC
EGLE
GBCI
NVS
PEG
SEB
CMCSA
T
GTX
GSK
NYCB
VTRS
WBS
BMY
CVX
XOM
HOLX
VZ
GNE
IDT
PFE
PIFYF
IDWM
NTPIF
NAVI
RFL
TPHS
ZDGE
BAYRY
HLN
BP
AGO
PTEN
SEB
NYCB
MRK
BMY
PFE
GSK
BB
SEIC

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
AGO	Assured Guaranty Ltd	2024-06-30	Reduce	-8.66%	● 73.72 ($78.18) 85.53	$81.07	3.70%	Reduce -68.98%	301,087	-669,493
NYCB	New York Community Bancorp Inc	2024-06-30	Add	+3.25%	● 7.95 ($9.67) 11.67	$11.44	18.30%	Add 96.54%	4,070,530	5,998,313
DIS	The Walt Disney Co	2024-06-30	Add	+2.12%	● 99.29 ($107.65) 122.82	$93.75	-12.91%	Add 135.17%	220,903	126,971
OGN	Organon & Co	2024-06-30	Add	+1.67%	● 17.45 ($19.87) 21.96	$19.49	-1.91%	Add 40.74%	1,661,023	480,819
BAYRY	Bayer AG	2024-06-30	Add	+1.51%	● 6.95 ($7.46) 8.02	$7.99	7.10%	Add 41.15%	4,374,455	1,275,315
VOXX	VOXX International Corp	2024-06-30	Reduce	-1.32%	● 3.16 ($5.33) 8.31	$6.02	12.95%	Reduce -38.18%	1,761,704	-1,087,822
PTEN	Patterson-UTI Energy Inc	2024-06-30	Reduce	-0.59%	● 9.83 ($10.97) 12.52	$8.37	-23.70%	Reduce -12.5%	2,320,854	-331,478
WBS	Webster Financial Corp	2024-06-30	Reduce	-0.58%	● 39.64 ($44.53) 49.54	$48.03	7.86%	Reduce -78.74%	20,822	-77,113
MRK	Merck & Co Inc	2024-06-30	Reduce	-0.43%	● 123.8 ($128.81) 132.96	$117.17	-9.04%	Reduce -3.57%	591,911	-21,904
MBI	MBIA Inc	2024-06-30	Add	+0.36%	● 5.17 ($5.99) 6.82	$3.72	-37.90%	Add 7.6%	5,570,263	393,650
HLN	Haleon PLC	2024-06-30	Reduce	-0.29%	● 8.01 ($8.36) 8.64	$10.52	25.84%	Reduce -48.1%	246,147	-228,134
BP	BP PLC	2024-06-30	Reduce	-0.14%	● 34.89 ($37.47) 39.65	$32.64	-12.89%	Reduce -1.51%	1,640,402	-25,218
SEB	Seaboard Corp	2024-06-30	Add	+0.09%	● 3013.08 ($3217.42) 3408.4	$3,300.00	2.57%	Add 1.91%	9,225	173
BAC	Bank of America Corp	2024-06-30	Reduce	-0.08%	● 34.68 ($38.32) 40.02	$40.27	5.09%	Reduce -44.44%	18,837	-15,064
GSK	GSK PLC	2024-06-30	Reduce	-0.08%	● 38.5 ($42.07) 45.78	$40.80	-3.02%	Reduce -0.99%	1,241,261	-12,383
IDT	IDT Corp	2024-06-30	Reduce	-0.08%	● 35.41 ($37.6) 41.34	$39.01	3.75%	Reduce -4.06%	331,507	-14,041
PFE	Pfizer Inc	2024-06-30	Reduce	-0.08%	● 25.26 ($27.53) 29.6	$29.42	6.87%	Reduce -1.98%	1,002,430	-20,289
BMY	Bristol-Myers Squibb Co	2024-06-30	Reduce	-0.04%	● 40.25 ($44.75) 52.99	$49.41	10.41%	Reduce -0.57%	827,258	-4,733
C	Citigroup Inc	2024-06-30	Reduce	-0.04%	● 57.02 ($61.66) 64.74	$62.14	0.78%	Reduce -0.38%	1,194,852	-4,594
NVS	Novartis AG	2024-06-30	Add	+0.04%	● 92.57 ($100.38) 107.37	$115.94	15.50%	Add 14.07%	17,581	2,168
OBT	Orange County Bancorp Inc	2024-06-30	New Buy	+0.04%	● 43.05 ($47.02) 52.88	$59.73	27.03%	New holding	4,000	4,000
EGLE	Eagle Bulk Shipping Inc	2024-06-30	Sold Out	-0.04%	● 61.77 ($62.38) 63.05	$62.60	0.35%	Sold Out	0	-4,460
GBCI	Glacier Bancorp Inc	2024-06-30	Sold Out	-0.04%	● 34.82 ($37.16) 39.65	$46.24	24.43%	Sold Out	0	-6,264
CI	The Cigna Group	2024-06-30	Reduce	-0.03%	● 330.57 ($344.84) 364.08	$356.14	3.28%	Reduce -56.77%	476	-625
VTRS	Viatris Inc	2024-06-30	Reduce	-0.03%	● 10.05 ($11.05) 12.02	$11.39	3.08%	Reduce -57.86%	14,155	-19,435
GTX	Garrett Motion Inc	2024-06-30	Reduce	-0.01%	● 8.35 ($9.24) 10	$8.10	-12.34%	Reduce -43.07%	12,229	-9,252
HOLX	Hologic Inc	2024-06-30	Reduce	-0.01%	● 71.43 ($74.96) 78.41	$81.39	8.58%	Reduce -3.4%	25,591	-900
JPM	JPMorgan Chase & Co	2024-06-30	Reduce	-0.01%	● 180.08 ($195.5) 204.79	$211.09	7.97%	Reduce -13.19%	3,357	-510
PG	Procter & Gamble Co	2024-06-30	Reduce	-0.01%	● 155.33 ($163.48) 168.56	$174.22	6.57%	Reduce -15%	1,700	-300
CSX	CSX Corp	2024-06-30	Reduce	0%	● 32.18 ($33.96) 36.78	$34.92	2.83%	Reduce -0.99%	49,820	-500
XOM	Exxon Mobil Corp	2024-06-30	Add	0%	● 108.36 ($116.47) 122.2	$115.27	-1.03%	Add 1.12%	14,326	159
GNE	Genie Energy Ltd	2024-06-30	Reduce	0%	● 14.22 ($15.21) 16.16	$16.80	10.45%	Reduce -0.69%	291,665	-2,025
IDWM	IDW Media Holdings Inc	2024-06-30	Reduce	0%	● 0.31 ($0.39) 0.48	$0.33	-15.38%	Reduce -2.6%	63,940	-1,704
MSFT	Microsoft Corp	2024-06-30	Reduce	0%	● 389.33 ($422.32) 452.85	$435.27	3.07%	Reduce -3.94%	1,827	-75
NAVI	Navient Corp	2024-06-30	Reduce	0%	● 13.99 ($15.45) 17.23	$15.87	2.72%	Reduce -1.88%	22,000	-421
PNC	PNC Financial Services Group Inc	2024-06-30	Reduce	0%	● 146.54 ($155) 161.4	$186.36	20.23%	Reduce -9.61%	1,740	-185
RFL	Rafael Holdings Inc	2024-06-30	Reduce	0%	● 1.42 ($1.6) 1.82	$1.72	7.50%	Reduce -0.62%	268,684	-1,679
VZ	Verizon Communications Inc	2024-06-30	Reduce	0%	● 38.6 ($40.3) 42.84	$44.33	10.00%	Reduce -2.47%	9,774	-248
ZDGE	Zedge Inc	2024-06-30	Reduce	0%	● 2.31 ($2.7) 3.39	$3.18	17.78%	Reduce -3.46%	110,870	-3,974
OGN	Organon & Co	2024-03-31	Add	+3.19%	● 13.78 ($17.16) 18.8	$19.49	13.58%	Add 3242.41%	1,180,204	1,144,894
BAYRY	Bayer AG	2024-03-31	Add	+2.71%	● 6.99 ($8.04) 9.75	$7.99	-0.62%	Add 334.97%	3,099,140	2,386,640
DIS	The Walt Disney Co	2024-03-31	New Buy	+1.70%	● 89.29 ($104.45) 122.36	$93.75	-10.24%	New holding	93,932	93,932
PTEN	Patterson-UTI Energy Inc	2024-03-31	Reduce	-1.44%	● 9.89 ($11.11) 12.1	$8.37	-24.66%	Reduce -24.22%	2,652,332	-847,666
BB	BlackBerry Ltd	2024-03-31	Sold Out	-0.70%	● 2.47 ($2.92) 3.6	$2.38	-18.49%	Sold Out	0	-1,256,824
MBI	MBIA Inc	2024-03-31	Add	+0.35%	● 5.34 ($6.33) 6.88	$3.72	-41.23%	Add 7.18%	5,176,613	347,007
BP	BP PLC	2024-03-31	Reduce	-0.27%	● 33.85 ($35.86) 38.26	$32.64	-8.98%	Reduce -2.81%	1,665,620	-48,234
HLN	Haleon PLC	2024-03-31	Reduce	-0.22%	● 8.02 ($8.36) 8.67	$10.52	25.84%	Reduce -26.54%	474,281	-171,394
AGO	Assured Guaranty Ltd	2024-03-31	Reduce	-0.20%	● 74.2 ($84.26) 95	$81.07	-3.79%	Reduce -1.7%	970,580	-16,792
MRK	Merck & Co Inc	2024-03-31	Reduce	-0.18%	● 113.24 ($123.26) 131.95	$117.17	-4.94%	Reduce -1.72%	613,815	-10,726
FRFHF	Fairfax Financial Holdings Ltd	2024-03-31	New Buy	+0.16%	● 907.19 ($1028.33) 1141.64	$1,244.92	21.06%	New holding	1,018	1,018
AR	Antero Resources Corp	2024-03-31	New Buy	+0.13%	● 21 ($24.14) 29	$27.44	13.67%	New holding	30,156	30,156
MSFT	Microsoft Corp	2024-03-31	New Buy	+0.12%	● 367.75 ($404.82) 429.37	$435.27	7.52%	New holding	1,902	1,902
C	Citigroup Inc	2024-03-31	Reduce	-0.08%	● 51.11 ($55.65) 63.24	$62.14	11.66%	Reduce -0.82%	1,199,446	-9,922
AAPL	Apple Inc	2024-03-31	New Buy	+0.06%	● 169 ($181.83) 195.18	$228.29	25.55%	New holding	2,492	2,492
CI	The Cigna Group	2024-03-31	New Buy	+0.06%	● 297.82 ($329.18) 363.34	$356.14	8.19%	New holding	1,101	1,101
JPM	JPMorgan Chase & Co	2024-03-31	Reduce	-0.05%	● 167.09 ($180.44) 200.3	$211.09	16.99%	Reduce -33.03%	3,867	-1,907
PNC	PNC Financial Services Group Inc	2024-03-31	New Buy	+0.05%	● 144.85 ($150.72) 161.6	$186.36	23.65%	New holding	1,925	1,925
VOXX	VOXX International Corp	2024-03-31	Reduce	-0.05%	● 7.55 ($8.6) 10.85	$6.02	-30.00%	Reduce -0.97%	2,849,526	-28,038
AM	Antero Midstream Corp	2024-03-31	New Buy	+0.04%	● 11.68 ($12.79) 14.06	$14.81	15.79%	New holding	17,806	17,806
BAC	Bank of America Corp	2024-03-31	Reduce	-0.04%	● 31.73 ($34.33) 37.92	$40.27	17.30%	Reduce -17.28%	33,901	-7,084
EGLE	Eagle Bulk Shipping Inc	2024-03-31	New Buy	+0.04%	● 53.32 ($58.37) 64.54	$62.60	7.25%	New holding	4,460	4,460
GBCI	Glacier Bancorp Inc	2024-03-31	New Buy	+0.04%	● 35.3 ($38.74) 41.92	$46.24	19.36%	New holding	6,264	6,264
NVS	Novartis AG	2024-03-31	Reduce	-0.04%	● 95.27 ($102.53) 108.47	$115.94	13.08%	Reduce -14.67%	15,413	-2,650
PEG	Public Service Enterprise Group Inc	2024-03-31	New Buy	+0.04%	● 56.98 ($61.24) 66.78	$86.76	41.67%	New holding	4,500	4,500
SEB	Seaboard Corp	2024-03-31	Add	+0.04%	● 3158 ($3441.13) 3720	$3,300.00	-4.10%	Add 0.99%	9,052	89
CMCSA	Comcast Corp	2024-03-31	Sold Out	-0.04%	● 41.24 ($43.14) 46.73	$40.13	-6.98%	Sold Out	0	-6,410
T	AT&T Inc	2024-03-31	Sold Out	-0.04%	● 16.23 ($17.08) 18.04	$21.54	26.11%	Sold Out	0	-16,737
GTX	Garrett Motion Inc	2024-03-31	New Buy	+0.03%	● 8.28 ($9.2) 10.03	$8.10	-11.96%	New holding	21,481	21,481
GSK	GSK PLC	2024-03-31	Reduce	-0.03%	● 37.51 ($41.24) 43.58	$40.80	-1.07%	Reduce -0.46%	1,253,644	-5,838
NYCB	New York Community Bancorp Inc	2024-03-31	Add	+0.03%	● 8.19 ($18.66) 31.77	$11.44	-38.69%	Add 0.86%	2,070,889	53,275
VTRS	Viatris Inc	2024-03-31	Reduce	-0.03%	● 11.27 ($12.05) 13.53	$11.39	-5.48%	Reduce -35.84%	33,590	-18,766
WBS	Webster Financial Corp	2024-03-31	Reduce	-0.03%	● 45.43 ($48.9) 52.56	$48.03	-1.78%	Reduce -3.1%	97,935	-3,138
BMY	Bristol-Myers Squibb Co	2024-03-31	Reduce	-0.02%	● 47.98 ($50.94) 54.4	$49.41	-3.00%	Reduce -0.23%	831,991	-1,925
CVX	Chevron Corp	2024-03-31	Reduce	-0.02%	● 141.82 ($150.9) 157.74	$145.68	-3.46%	Reduce -26.47%	1,800	-648
XOM	Exxon Mobil Corp	2024-03-31	Reduce	-0.02%	● 96.8 ($104.63) 116.24	$115.27	10.17%	Reduce -6.94%	14,167	-1,056
HOLX	Hologic Inc	2024-03-31	Reduce	-0.02%	● 71.33 ($74.39) 77.96	$81.39	9.41%	Reduce -7.02%	26,491	-2,000
VZ	Verizon Communications Inc	2024-03-31	Reduce	-0.02%	● 37.9 ($40.34) 42.49	$44.33	9.89%	Reduce -25.19%	10,022	-3,375
GNE	Genie Energy Ltd	2024-03-31	Reduce	-0.01%	● 14.74 ($19.21) 29.21	$16.80	-12.55%	Reduce -0.73%	293,690	-2,150
IDT	IDT Corp	2024-03-31	Reduce	-0.01%	● 32.58 ($35.73) 38.41	$39.01	9.18%	Reduce -0.44%	345,548	-1,544
PFE	Pfizer Inc	2024-03-31	Reduce	-0.01%	● 25.89 ($27.75) 29.73	$29.42	6.02%	Reduce -0.29%	1,022,719	-2,962
PIFYF	Pine Cliff Energy Ltd	2024-03-31	New Buy	+0.01%	● 0.71 ($0.9) 1.1	$0.73	-18.60%	New holding	129,731	129,731
IDWM	IDW Media Holdings Inc	2024-03-31	Reduce	0%	● 0.33 ($0.44) 0.56	$0.33	-25.00%	Reduce -0.74%	65,644	-488
NTPIF	Nam Tai Property Inc	2024-03-31	Reduce	0%	● 4 ($4.45) 5	$3.00	-32.58%	Reduce -0.23%	85,330	-200
NAVI	Navient Corp	2024-03-31	Reduce	0%	● 15.75 ($16.85) 18.49	$15.87	-5.82%	Reduce -3.71%	22,421	-865
RFL	Rafael Holdings Inc	2024-03-31	Reduce	0%	● 1.66 ($1.77) 1.92	$1.72	-2.82%	Reduce -0.63%	270,363	-1,703
TPHS	Trinity Place Holdings Inc	2024-03-31	Add	0%	● 0.08 ($0.17) 0.26	$0.03	-82.29%	Add 0.24%	1,525,684	3,659
ZDGE	Zedge Inc	2024-03-31	Reduce	0%	● 2.22 ($3.16) 4.74	$3.18	0.63%	Reduce -0.98%	114,844	-1,133
BAYRY	Bayer AG	2023-12-31	New Buy	+1.04%	● 8.33 ($10.1) 11.87	$7.99	-20.89%	New holding	712,500	712,500
HLN	Haleon PLC	2023-12-31	Reduce	-0.50%	● 7.78 ($8.24) 8.62	$10.52	27.67%	Reduce -37.46%	645,675	-386,789
BP	BP PLC	2023-12-31	Reduce	-0.36%	● 34.68 ($36.62) 40.81	$32.64	-10.87%	Reduce -3.37%	1,713,854	-59,780
AGO	Assured Guaranty Ltd	2023-12-31	Reduce	-0.33%	● 58.55 ($66.06) 74.83	$81.07	22.72%	Reduce -3.4%	987,372	-34,767
PTEN	Patterson-UTI Energy Inc	2023-12-31	Reduce	-0.30%	● 10.73 ($12.16) 13.96	$8.37	-31.17%	Reduce -3.84%	3,499,998	-139,721
SEB	Seaboard Corp	2023-12-31	Reduce	-0.30%	● 3475.98 ($3557.21) 3707	$3,300.00	-7.23%	Reduce -5.39%	8,963	-511
NYCB	New York Community Bancorp Inc	2023-12-31	Reduce	-0.24%	● 27.15 ($29.97) 33.96	$11.44	-61.83%	Reduce -2.13%	2,053,133	-133,885
MRK	Merck & Co Inc	2023-12-31	Reduce	-0.23%	● 100.18 ($103.8) 109.02	$117.17	12.88%	Reduce -2.23%	624,541	-14,252
BMY	Bristol-Myers Squibb Co	2023-12-31	Reduce	-0.16%	● 48.48 ($52.49) 57.85	$49.41	-5.87%	Reduce -2.09%	833,916	-17,783
PFE	Pfizer Inc	2023-12-31	Reduce	-0.16%	● 26.13 ($30.23) 33.94	$29.42	-2.68%	Reduce -2.85%	1,025,681	-30,078
GSK	GSK PLC	2023-12-31	Reduce	-0.13%	● 34.17 ($35.9) 37.56	$40.80	13.65%	Reduce -1.78%	1,259,482	-22,807
BB	BlackBerry Ltd	2023-12-31	Reduce	-0.09%	● 3.35 ($3.75) 4.4	$2.38	-36.53%	Reduce -8.93%	1,256,824	-123,232
SEIC	SEI Investments Co	2023-12-31	Sold Out	-0.06%	● 52.9 ($58.34) 64.59	$68.10	16.73%	Sold Out	0	-6,600

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