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KB

Kahn Brothers Kahn Brothers Group

AUM $633M
1-Year Est. Return 39.01%
 

Kahn Brothers Group is a value investment firm founded in the tradition of Benjamin Graham and long associated with the Kahn family of investors. The firm is known for deep-value security analysis, patience, and a multi-decade orientation to intrinsic value. Its filings are followed by classic value investors seeking Graham-and-Dodd style managers still active in public markets.

This Fund
S&P 500
This Quarter Est. Return
+0.66%
1 Year Est. Return
+39.01%
3 Year Est. Return
+53.42%
5 Year Est. Return
+78.45%
10 Year Est. Return
+355.66%
AUM
$648M
AUM Growth
–
Cap. Flow
+$657M
Cap. Flow %
101.45%
Top 10 Hldgs %
77.62%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$74M
2
C icon
Citigroup
C
+$65.4M
3
MRK icon
Merck
MRK
+$56.9M
4
FLG
Flagstar Bank National Association
FLG
+$54.1M
5
NYT icon
New York Times
NYT
+$53M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 33.79%
2 Healthcare 25%
3 Communication Services 9.35%
4 Energy 6.74%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$431B
$733K 0.11%
+57,021
New +$727K
IBM icon
27
IBM
IBM
$222B
$627K 0.1%
+3,434
New +$669K
STR
28
DELISTED
QUESTAR CORP
STR
$380K 0.06%
+15,950
New +$392K
GE icon
29
GE Aerospace
GE
$361B
$348K 0.05%
+3,130
New +$347K
TCF
30
DELISTED
TCF Financial Corporation
TCF
$345K 0.05%
+24,364
New +$351K
NEU icon
31
NewMarket
NEU
$8.62B
$303K 0.05%
+1,155
New +$312K
KEY icon
32
KeyCorp
KEY
$23.3B
$287K 0.04%
+26,036
New +$268K
AF
33
DELISTED
Astoria Financial Corporation
AF
$191K 0.03%
+17,685
New +$175K
TRV icon
34
Travelers Companies
TRV
$75.8B
$160K 0.02%
+2,000
New +$168K
VOLV
35
DELISTED
VOLVO A B ADR-B
VOLV
$133K 0.02%
+10,000
New +$133K
CITZ
36
DELISTED
CFS BANCORP INC
CITZ
$90.3K 0.01%
+90,276
New +$890K
ABK
37
DELISTED
Ambac Financial Group
ABK
$3.8K ﹤0.01%
+100,000
New +$3.8K
FPFC
38
DELISTED
FIRST PL FINL CORP DEL
FPFC
$64 ﹤0.01%
+13,426
New +$64
1
2

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Kahn Brothers's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Kahn Brothers, which disclosed 47 positions worth $648M. Its ten largest holdings account for 78% of the portfolio.

Its largest position is Pfizer: 2,678,870 shares worth $71.2M.

By sector, the portfolio is most concentrated in Financials at 34% of assets, followed by Healthcare and Communication Services.

  • Kahn Brothers's largest Q2 2013 buy was Pfizer: 2,678,870 shares worth $71.2M.
  • Kahn Brothers's ten largest holdings make up 78% of its $648M portfolio in Q2 2013.
  • Kahn Brothers disclosed 47 positions in Q2 2013, its first 13F filing on record.

Based on Kahn Brothers Group's 13F filing for Q2 2013, filed 9 Aug 2013.