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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
+4.11%
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
$655M
AUM Growth
-$1.21M
Cap. Flow
-$17.8M
Cap. Flow %
-2.72%
Top 10 Hldgs %
72.82%
Holding
34
New
–
Increased
9
Reduced
22
Closed
–

Top Buys

Rank Stock Value
1
VOXX
VOXX International Corporation Class A
VOXX
+$10.1M
2
PTEN icon
Patterson-UTI
PTEN
+$6.7M
3
AGO icon
Assured Guaranty
AGO
+$5.32M
4
STL
Sterling Bancorp
STL
+$69.8K
5
NTP
Nam Tai Property Inc.
NTP
+$66.6K

Top Sells

Rank Stock Value
1
STRP
Straight Path Communications Inc.
STRP
+$21M
2
NYT icon
New York Times
NYT
+$6.01M
3
HOLX
Hologic
HOLX
+$2.73M
4
SEB icon
Seaboard Corp
SEB
+$1.66M
5
C icon
Citigroup
C
+$1.49M

Sector Composition

Rank Sector Weight
1 Financials 29.79%
2 Healthcare 22.99%
3 Energy 12.67%
4 Technology 12.4%
5 Communication Services 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
26
Chevron
CVX
$403B
$476K 0.07%
4,048
– –
ZDGE icon
27
Zedge
ZDGE
$38M
$267K 0.04%
138,918
-16,318
-11% -$31.8K
AF
28
DELISTED
Astoria Financial Corporation
AF
$240K 0.04%
11,185
– –
IBM icon
29
IBM
IBM
$222B
$7.25K ﹤0.01%
52
-3,424
-99% -$477K
1
2

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Kahn Brothers's Q3 2017 Portfolio in Review

As of Q3 2017, Kahn Brothers held 34 positions worth $655M, down 0.19% from $656M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Trading was light in Q3 2017: portfolio turnover was 0%. Kahn Brothers opened no new positions and made no exits, leaving the 34-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 30% of assets, up from 29% a quarter earlier, followed by Healthcare and Energy.

  • Kahn Brothers added most to VOXX International Corporation Class A in Q3 2017, an estimated $10.1M increase.
  • Kahn Brothers's biggest Q3 2017 reduction was Straight Path Communications Inc., cutting an estimated $21M.
  • Kahn Brothers's ten largest holdings make up 73% of its $655M portfolio in Q3 2017.
  • Kahn Brothers opened 0 new positions and closed 0 in Q3 2017.
  • Kahn Brothers's portfolio value fell 0.19% quarter-over-quarter to $655M.

Based on Kahn Brothers Group's 13F filing for Q3 2017, filed 3 Nov 2017.