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.
| Ticker | Put/Call | Company Name | Industry | Value | Shares | Weighting % | Share Change | Change in Share % | Market Cap |
|---|---|---|---|---|---|---|---|---|---|
| C | - | Citigroup Inc | Financials | 102.25M | 876,278 | 18.11% | -382 | -0.04% | 207,430M |
| BAYRY | - | Bayer AG Spons ADR | Health Care | 73.08M | 6,754,291 | 12.94% | -32,962 | -0.49% | 54,173M |
| FLG | - | Flagstar Financial, Inc. | Financials | 52.59M | 4,177,212 | 9.31% | -119,540 | -2.78% | 5,618M |
| MRK | - | Merck & Co. Inc. | Health Care | 45.27M | 430,103 | 8.02% | -3,647 | -0.84% | 301,707M |
| DIS | - | Walt Disney | Communication Services | 44.87M | 394,369 | 7.95% | -155 | -0.04% | 190,267M |
| GOOG | - | Alphabet Inc Class C | Communication Services | 42.49M | 135,416 | 7.52% | 694 | 0.52% | 3,665,633M |
| BP | - | BP PLC | Energy | 36.06M | 1,038,402 | 6.39% | -47,205 | -4.35% | 98,457M |
| SEB | - | Seaboard Corp | Industrials | 32.38M | 7,285 | 5.73% | -439 | -5.68% | 4,718M |
| OGN | - | Organon & Co | Health Care | 26.02M | 3,629,451 | 4.61% | 12,606 | 0.35% | 1,951M |
| IDT | - | Idt Corp Class B | Communication Services | 20.07M | 392,011 | 3.55% | -346 | -0.09% | 1,219M |
| PFE | - | Pfizer | Health Care | 13.79M | 553,950 | 2.44% | -153,194 | -21.66% | 155,703M |
| SEG | - | Seaport Entmt Group Inc Com | Real Estate | 11.59M | 586,170 | 2.05% | 2,806 | 0.48% | 259M |
| BMY | - | Bristol-Myers Squibb | Health Care | 10.91M | 202,196 | 1.93% | -70,138 | -25.75% | 121,333M |
| PTEN | - | Patterson Uti Energy | Energy | 10.64M | 1,742,013 | 1.88% | -143,447 | -7.61% | 3,094M |
| GSK | - | GSK PLC ADR | Health Care | 8.76M | 178,696 | 1.55% | -82,141 | -31.49% | 122,786M |
| MBI | - | M B I A Inc | Financials | 7.37M | 1,028,784 | 1.30% | -1,010 | -0.10% | 307M |
| GNE | - | Genie Energy LTD Class B | Utilities | 2.62M | 190,312 | 0.46% | -1,560 | -0.81% | 383M |
| XOM | - | ExxonMobil | Energy | 2.43M | 20,217 | 0.43% | 2,274 | 12.67% | 634,473M |
| FRFHF | - | Fairfax Finl HLDGS LTD Sub VTG | Financials | 1.94M | 1,018 | 0.34% | 0 | - | 38,766M |
| NVS | - | Novartis AG Sponsored ADR | Health Care | 1.89M | 13,678 | 0.33% | -648 | -4.52% | 319,517M |
| WBS | - | Webster Finl Co | Financials | 1.88M | 29,833 | 0.33% | -340 | -1.13% | 11,683M |
| CSX | - | CSX Corp Com | Industrials | 1.36M | 37,531 | 0.24% | -3,200 | -7.86% | 76,660M |
| MSFT | - | Microsoft | Information Technology | 1.16M | 2,392 | 0.20% | 487 | 25.56% | 2,969,829M |
| JPM | - | JPMorgan Chase | Financials | 1.12M | 3,468 | 0.20% | 800 | 29.99% | 844,800M |
| AAPL | - | Apple Inc Com | Information Technology | 0.84M | 3,092 | 0.15% | 100 | 3.34% | 3,877,901M |
| HLN | - | Haleon PLC | Health Care | 0.66M | 65,321 | 0.12% | -2,706 | -3.98% | 49,964M |
| BAC | - | Bank Of America Corp | Financials | 0.58M | 10,484 | 0.10% | -642 | -5.77% | 390,318M |
| SEIC | - | Sei Invt Co Pa PV $0.01 | Financials | 0.54M | 6,596 | 0.10% | 0 | - | 9,926M |
| PNC | - | PNC Finl SVCS Group Inc Com | Financials | 0.47M | 2,257 | 0.08% | 800 | 54.91% | 94,282M |
| DB | - | Deutsche Bank AG Namen Akt | Financials | 0.39M | 10,000 | 0.07% | 0 | - | 69,192M |
| IBM | - | Intl Business Machines | Information Technology | 0.36M | 1,228 | 0.06% | -280 | -18.57% | 242,920M |
| PEG | - | Public SVC Enterprise Group Inc Com | Utilities | 0.36M | 4,424 | 0.06% | 800 | 22.08% | 42,161M |
| BX | - | Blackstone Inc Com | Financials | 0.35M | 2,300 | 0.06% | 800 | 53.33% | 163,726M |
| AM | - | Antero Midstream Corp Com | Energy | 0.34M | 18,856 | 0.06% | 0 | - | 9,987M |
| VZ | - | Verizon | Communication Services | 0.33M | 8,147 | 0.06% | 910 | 12.57% | 202,869M |
| NVDA | - | Nvidia Corp Com | Information Technology | 0.32M | 1,740 | 0.06% | 0 | - | 4,560,802M |
| CVX | - | Chevron Corp. | Energy | 0.31M | 2,003 | 0.05% | 0 | - | 366,192M |
| AGO | - | Assured Guaranty LTD F | Financials | 0.28M | 3,110 | 0.05% | 520 | 20.08% | 4,146M |
| ZDGE | - | Zedge Inc 00500 Class B | Communication Services | 0.27M | 82,558 | 0.05% | -346 | -0.42% | 43M |
| NAVI | - | Navient Corp | Financials | 0.27M | 20,600 | 0.05% | 0 | - | 932M |
| PG | - | Procter & Gamble | Consumer Staples | 0.27M | 1,867 | 0.05% | 100 | 5.66% | 366,353M |
| PEP | - | Pepsico Inc Com | Consumer Staples | 0.26M | 1,800 | 0.05% | 0 | - | 224,203M |
| BN | - | Brookfield Corp VTG SHS CL A | Financials | 0.23M | 5,070 | 0.04% | 1,690 | 50.00% | 106,643M |
| OBT | - | Orange CNTY Bancorp Inc Com | Financials | 0.23M | 8,000 | 0.04% | 0 | - | 467M |
| AXP | - | American Express Co Com | Financials | 0.23M | 610 | 0.04% | -540 | -46.96% | 238,499M |
| AR | - | Antero Res Corp Com | Energy | 0.22M | 6,242 | 0.04% | -11,600 | -65.02% | 10,437M |
| CMCSA | - | Comcast Corp New CL A | Communication Services | 0.21M | 7,025 | 0.04% | 645 | 10.11% | 115,329M |
| RFL | - | Rafael Holdings Inc Class B | Real Estate | 0.07M | 59,246 | 0.01% | -99,428 | -62.66% | 64M |
