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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
-11.91%
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
$555M
AUM Growth
-$96.5M
Cap. Flow
-$5.17M
Cap. Flow %
-0.93%
Top 10 Hldgs %
77.23%
Holding
31
New
–
Increased
6
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
FLG
Flagstar Bank National Association
FLG
+$3.65M
2
PTEN icon
Patterson-UTI
PTEN
+$3.5M
3
C icon
Citigroup
C
+$1.14M
4
GSK icon
GSK
GSK
+$765K
5
XOM icon
ExxonMobil
XOM
+$243K

Top Sells

Rank Stock Value
1
NYT icon
New York Times
NYT
+$5.43M
2
NTP
Nam Tai Property Inc.
NTP
+$2.81M
3
STL
Sterling Bancorp
STL
+$1.57M
4
HOLX
Hologic
HOLX
+$1.15M
5
BP icon
BP
BP
+$1.04M

Sector Composition

Rank Sector Weight
1 Financials 34.36%
2 Healthcare 28.53%
3 Energy 12.89%
4 Technology 8.52%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZDGE icon
26
Zedge
ZDGE
$38M
$334K 0.06%
136,437
-426
-0.3% -$971
CMCSA icon
27
Comcast
CMCSA
$95.3B
$58.6K 0.01%
1,720
– –
1
2

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JF
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AF
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Kahn Brothers's Q4 2018 Portfolio in Review

As of Q4 2018, Kahn Brothers held 31 positions worth $555M, down 15% from $651M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Trading was light in Q4 2018: portfolio turnover was 0%. Kahn Brothers opened no new positions and made no exits, leaving the 31-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 34% of assets, down from 35% a quarter earlier, followed by Healthcare and Energy.

  • Kahn Brothers added most to Flagstar Bank National Association in Q4 2018, an estimated $3.65M increase.
  • Kahn Brothers's biggest Q4 2018 reduction was New York Times, cutting an estimated $5.43M.
  • Kahn Brothers's ten largest holdings make up 77% of its $555M portfolio in Q4 2018.
  • Kahn Brothers opened 0 new positions and closed 0 in Q4 2018.
  • Kahn Brothers's portfolio value fell 15% quarter-over-quarter to $555M.

Based on Kahn Brothers Group's 13F filing for Q4 2018, filed 29 Jan 2019.