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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
+17.16%
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
$640M
AUM Growth
+$85.4M
Cap. Flow
-$15.5M
Cap. Flow %
-2.43%
Top 10 Hldgs %
76.22%
Holding
32
New
1
Increased
3
Reduced
24
Closed
–

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$24.1M
2
PTEN icon
Patterson-UTI
PTEN
+$1.33M
3
GSK icon
GSK
GSK
+$624K

Top Sells

Rank Stock Value
1
NYT icon
New York Times
NYT
+$16.5M
2
HOLX
Hologic
HOLX
+$9.46M
3
MRK icon
Merck
MRK
+$3.71M
4
STL
Sterling Bancorp
STL
+$2.8M
5
BP icon
BP
BP
+$2.03M

Sector Composition

Rank Sector Weight
1 Financials 33.44%
2 Healthcare 29.35%
3 Energy 13.44%
4 Technology 9.78%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZDGE icon
26
Zedge
ZDGE
$38M
$236K 0.04%
132,738
-3,699
-3% -$7.58K
CMCSA icon
27
Comcast
CMCSA
$95.3B
$65.8K 0.01%
1,664
-56
-3% -$2.11K
1
2

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Kahn Brothers's Q1 2019 Portfolio in Review

As of Q1 2019, Kahn Brothers held 32 positions worth $640M, up 15% from $555M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Trading was light in Q1 2019: portfolio turnover was 3.1%. Kahn Brothers opened 1 new position and made no exits, leaving the 32-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 33% of assets, down from 34% a quarter earlier, followed by Healthcare and Energy.

  • Kahn Brothers added most to Bristol-Myers Squibb in Q1 2019, an estimated $24.1M increase.
  • Kahn Brothers's biggest Q1 2019 reduction was New York Times, cutting an estimated $16.5M.
  • Kahn Brothers's ten largest holdings make up 76% of its $640M portfolio in Q1 2019.
  • Kahn Brothers opened 1 new position and closed 0 in Q1 2019.
  • Kahn Brothers's portfolio value rose 15% quarter-over-quarter to $640M.

Based on Kahn Brothers Group's 13F filing for Q1 2019, filed 6 May 2019.