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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
-1.32%
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
$460M
AUM Growth
-$120M
Cap. Flow
-$86.2M
Cap. Flow %
-18.73%
Top 10 Hldgs %
78.69%
Holding
55
New
2
Increased
10
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
WBS
Webster Financial
WBS
+$607K
2
NVS icon
Novartis
NVS
+$384K
3
HOLX
Hologic
HOLX
+$312K
4
VOXX
VOXX International Corporation Class A
VOXX
+$79.6K
5
AAPL icon
Apple
AAPL
+$70.7K

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$18.9M
2
BP icon
BP
BP
+$11.9M
3
BMY icon
Bristol-Myers Squibb
BMY
+$7.59M
4
MRK icon
Merck
MRK
+$7.38M
5
FLG
Flagstar Bank National Association
FLG
+$7.06M

Sector Composition

Rank Sector Weight
1 Healthcare 41.6%
2 Financials 27.87%
3 Energy 11.85%
4 Communication Services 11.11%
5 Consumer Staples 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.59T
$775K 0.17%
1,839
– –
AAPL icon
27
Apple
AAPL
$4.51T
$699K 0.15%
2,792
+300
+12% +$70.7K
VZ icon
28
Verizon
VZ
$205B
$459K 0.1%
11,476
+630
+6% +$26.6K
SEIC icon
29
SEI Investments
SEIC
$13.1B
$425K 0.09%
5,147
– –
PEG icon
30
Public Service Enterprise Group
PEG
$36.2B
$382K 0.08%
4,524
+24
+0.5% +$2.12K
IBM icon
31
IBM
IBM
$222B
$331K 0.07%
1,508
– –
PNC icon
32
PNC Financial Services
PNC
$97B
$323K 0.07%
1,673
+213
+15% +$41.9K
NAVI icon
33
Navient
NAVI
$886M
$292K 0.06%
22,000
– –
AM icon
34
Antero Midstream
AM
$10.5B
$285K 0.06%
18,856
– –
PG icon
35
Procter & Gamble
PG
$336B
$285K 0.06%
1,700
– –
RFL icon
36
Rafael Holdings
RFL
$112M
$277K 0.06%
169,805
-101,537
-37% -$190K
PEP icon
37
PepsiCo
PEP
$196B
$274K 0.06%
1,800
-100
-5% -$16.4K
ZDGE icon
38
Zedge
ZDGE
$38M
$261K 0.06%
89,065
-21,083
-19% -$61.3K
LWAY icon
39
Lifeway Foods
LWAY
$392M
$248K 0.05%
10,000
– –
CI icon
40
Cigna
CI
$73.3B
$244K 0.05%
884
-57
-6% -$18.2K
OBT icon
41
Orange County Bancorp
OBT
$509M
$222K 0.05%
8,000
– –
NTP
42
DELISTED
Nam Tai Property Inc.
NTP
$171K 0.04%
36,040
-48,790
-58% -$231K
DB icon
43
Deutsche Bank
DB
$71.1B
$170K 0.04%
10,000
– –
GTX icon
44
Garrett Motion
GTX
$4.96B
$119K 0.03%
13,218
-1,011
-7% -$8.39K
MBI icon
45
MBIA
MBI
$250M
$68.5K 0.01%
+10,600
New +$54.7K
TPHS
46
DELISTED
Trinity Place Holdings Inc.com
TPHS
$40.3K 0.01%
604,418
-920,272
-60% -$61.4K
IDW
47
DELISTED
IDW Media Holdings
IDW
$11.5K ﹤0.01%
38,498
-25,091
-39% -$7.49K
VTRS icon
48
Viatris
VTRS
$18.7B
– –
-13,623
Closed -$159K
VRAY
49
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
353,744
– –
1
2

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DCM
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JF
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AF
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GWI
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PRP
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KNW
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Kahn Brothers's Q4 2024 Portfolio in Review

As of Q4 2024, Kahn Brothers held 55 positions worth $460M, down 21% from $581M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Kahn Brothers withdrew a net $86.2M in Q4 2024, closing 3 positions and reducing 25 holdings. Its most notable exit was Viatris, an estimated $159K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 42% of assets, down from 46% a quarter earlier, followed by Financials and Energy.

Against the trend, Kahn Brothers opened a new position in MBIA worth $68.5K.

  • Kahn Brothers's largest Q4 2024 buy was MBIA: 10,600 shares worth $68.5K.
  • Kahn Brothers added most to Webster Financial in Q4 2024, an estimated $607K increase.
  • Kahn Brothers's biggest Q4 2024 reduction was Citigroup, cutting an estimated $18.9M.
  • Kahn Brothers fully exited Viatris in Q4 2024, selling an estimated $159K.
  • Kahn Brothers's ten largest holdings make up 79% of its $460M portfolio in Q4 2024.
  • Kahn Brothers opened 2 new positions and closed 3 in Q4 2024.
  • Kahn Brothers's portfolio value fell 21% quarter-over-quarter to $460M.

Based on Kahn Brothers Group's 13F filing for Q4 2024, filed 14 Feb 2025.