Irving Kahn
Kahn Brothers
Value
560.9M
Stocks
48 Stocks (1 new)
Turnover
0.0%
CIK
1039565
Top Holdings
C(18.23%) BAYRY(13.03%) FLG(9.38%) MRK(8.07%) DIS(8.00%)
About Investor
Established investor leading Kahn Brothers, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Irving Kahn Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| C | - | Citigroup Inc | Financials | 102.3M | 876.3K | 18.1% | -382 | 0.0% | 207,429.6M |
| BAYRY | - | Bayer AG Spons ADR | Health Care | 73.1M | 6.8M | 12.9% | -32,962 | -0.5% | 54,173.2M |
| FLG | - | Flagstar Financial, Inc. | Financials | 52.6M | 4.2M | 9.3% | -119,540 | -2.8% | 5,617.8M |
| MRK | - | Merck & Co. Inc. | Health Care | 45.3M | 430.1K | 8.0% | -3,647 | -0.8% | 301,707.2M |
| DIS | - | Walt Disney | Communication Services | 44.9M | 394.4K | 7.9% | -155 | 0.0% | 190,267.2M |
| GOOG | - | Alphabet Inc Class C | Communication Services | 42.5M | 135.4K | 7.5% | 694 | 0.5% | 3,665,633.0M |
| BP | - | BP PLC | Energy | 36.1M | 1.0M | 6.4% | -47,205 | -4.3% | 98,457.4M |
| SEB | - | Seaboard Corp | Industrials | 32.4M | 7.3K | 5.7% | -439 | -5.7% | 4,717.9M |
| OGN | - | Organon & Co | Health Care | 26.0M | 3.6M | 4.6% | 12,606 | 0.3% | 1,951.2M |
| IDT | - | Idt Corp Class B | Communication Services | 20.1M | 392.0K | 3.6% | -346 | -0.1% | 1,219.2M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
XOM
Exxonmobil
|
- | $261.5K | 2K | 12.7% | 0.43% | Increased |
|
JPM
Jpmorgan Chase
|
- | $192.3K | 800 | 30.0% | 0.20% | Increased |
|
OGN
Organon & Co
|
- | $186.4K | 13K | 0.3% | 4.61% | Increased |
|
MSFT
Microsoft
|
- | $181.8K | 487 | 25.6% | 0.20% | Increased |
|
PNC
Pnc Finl Svcs G...
|
- | $135.7K | 800 | 54.9% | 0.08% | Increased |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
BMY
Bristol-myers S...
|
- | $4.1M | 70K | -25.8% | 1.93% | Decreased |
|
PFE
Pfizer
|
- | $3.6M | 153K | -21.7% | 2.44% | Decreased |
|
GSK
Gsk Plc Adr
|
- | $3.1M | 82K | -31.5% | 1.55% | Decreased |
|
BP
Bp Plc
|
- | $1.5M | 47K | -4.3% | 6.39% | Decreased |
|
FLG
Flagstar Financ...
|
- | $1.4M | 120K | -2.8% | 9.31% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Health Care | 39.6% | 32.2% | -7.4% |
| Financials | 26.7% | 30.4% | +3.7% |
| Communication Services | 16.9% | 19.3% | +2.4% |
| Real Estate | 0.1% | 2.1% | +2.0% |
| Energy | 9.9% | 8.9% | -1.0% |
| Industrials | 5.3% | 6.0% | +0.8% |
| Utilities | 1.1% | 0.5% | -0.6% |
