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Irving Kahn — Institutional Investor Profile | Buyside Digest

Irving Kahn

✓ Verified

Institutional Investor • Kahn Brothers

Value

$561M

Stocks

42 Stocks

Turnover

100.0%

CIK

0001039565EDGAR ↗

Top Holdings

C.PR.R(18.61%) BAYRY(14.20%) FLG(9.68%) GOOG(6.79%) Z(5.93%)

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

Investment philosophy details pending verification.

Irving Kahn Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
C.PR.R	None	Citigroup Inc.	General	$117.1M	18.6%	No Change
BAYRY	None	Bayer	Health Care	$89.3M	14.2%	No Change
FLG	None	Flagstar Financial	Financials	$60.9M	9.7%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$42.7M	6.8%	No Change
Z	None	Zillow	Communication Services	$37.3M	5.9%	No Change
OGN	None	Organon & Co	Healthcare	$36.2M	5.8%	No Change
DIS	None	The Walt Disney Company	Communication Services	$34.6M	5.5%	No Change
MRK	None	Merck & Co., Inc.	Health Care	$28.0M	4.5%	No Change
MBI	None	MBIA	General	$27.5M	4.4%	No Change
SEG	None	Seaport Entertainment Group Inc.	Real Estate	$24.4M	3.9%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
NVSNovartis	$2044.7M	-100.0%	0.0%	Sold Out
TOU.TOTourmaline Oil Corp.	$1286.3M	-100.0%	0.0%	Sold Out
CMCSAComcast Corporation	$205.8M	-100.0%	0.0%	Sold Out
NOVN.SWNovartis AG	$2.1M	-99.9%	0.3%	Decreased
WBSWebster Financial Corp	$332K	-99.9%	0.1%	Decreased

13F Sector Breakdown

General26.4%

Health Care23.7%

Communication Services21.5%

Financials10.1%

Healthcare5.8%

Sector	Stocks	Value	Exposure
General	11	$166.1M	26.4%
Health Care	6	$148.9M	23.7%
Communication Services	5	$135.2M	21.5%
Financials	7	$63.6M	10.1%
Healthcare	1	$36.2M	5.8%
Energy	4	$26.1M	4.2%
Industrials	2	$25.7M	4.1%
Real Estate	1	$24.4M	3.9%
Information Technology	3	$2.0M	0.3%
Consumer Staples	2	$501K	0.1%