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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
+2.2%
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
$628M
AUM Growth
-$8.83M
Cap. Flow
-$11.9M
Cap. Flow %
-1.9%
Top 10 Hldgs %
75.47%
Holding
32
New
1
Increased
7
Reduced
21
Closed
1

Top Buys

Rank Stock Value
1
AGO icon
Assured Guaranty
AGO
+$6.26M
2
FLG
Flagstar Bank National Association
FLG
+$4.18M
3
GSK icon
GSK
GSK
+$3.41M
4
RFL icon
Rafael Holdings
RFL
+$1.54M
5
MBI icon
MBIA
MBI
+$289K

Top Sells

Rank Stock Value
1
NYT icon
New York Times
NYT
+$14.9M
2
STRP
Straight Path Communications Inc.
STRP
+$3.26M
3
C icon
Citigroup
C
+$2.51M
4
HOLX
Hologic
HOLX
+$1.36M
5
BB icon
BlackBerry
BB
+$1.09M

Sector Composition

Rank Sector Weight
1 Financials 32.25%
2 Healthcare 23.01%
3 Energy 13.18%
4 Technology 11.13%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZDGE icon
26
Zedge
ZDGE
$37.9M
$442K 0.07%
138,264
-543
-0.4% -$1.72K
CMCSA icon
27
Comcast
CMCSA
$96.1B
$305K 0.05%
8,924
-680
-7% -$26.4K
STRP
28
DELISTED
Straight Path Communications Inc.
STRP
– –
-17,950
Closed -$3.26M
1
2

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Kahn Brothers's Q1 2018 Portfolio in Review

As of Q1 2018, Kahn Brothers held 32 positions worth $628M, down 1.4% from $637M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Kahn Brothers's Q1 2018 filing shows 1 new, 7 increased, 21 reduced and 1 closed positions. Its largest new stake was Rafael Holdings: 324,811 shares worth $1.55M. The largest sale was New York Times, an estimated $14.9M.

By sector, the portfolio is most concentrated in Financials at 32% of assets, up from 30% a quarter earlier, followed by Healthcare and Energy.

  • Kahn Brothers's largest Q1 2018 buy was Rafael Holdings: 324,811 shares worth $1.55M.
  • Kahn Brothers added most to Assured Guaranty in Q1 2018, an estimated $6.26M increase.
  • Kahn Brothers's biggest Q1 2018 reduction was New York Times, cutting an estimated $14.9M.
  • Kahn Brothers fully exited Straight Path Communications Inc. in Q1 2018, selling an estimated $3.26M.
  • Kahn Brothers's ten largest holdings make up 75% of its $628M portfolio in Q1 2018.
  • Kahn Brothers opened 1 new position and closed 1 in Q1 2018.
  • Kahn Brothers's portfolio value fell 1.4% quarter-over-quarter to $628M.

Based on Kahn Brothers Group's 13F filing for Q1 2018, filed 1 May 2018.