Kahn Brothers 13F holdings, Q2 2013
Holdings as of June 30, 2013 · filings on SEC EDGAR · latest filing →
Kahn Brothers disclosed 47 US equity positions worth $648.0m in its Q2 2013 13F filing. The largest position was PFE at 11.0% of the reported book, followed by CITIGROUP and NYT.
What did Kahn Brothers own in Q2 2013? Top 47 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PFE PFIZER | Healthcare | 11.0% | $71.2m | 2,541,622 | – | |
| 2 | CITIGROUP | 10.1% | $65.2m | 1,360,203 | – | ||
| 3 | NYT NY TIMES CL A | Communication Services | 9.2% | $59.6m | 5,385,808 | – | |
| 4 | MERCK | 8.7% | $56.5m | 1,215,659 | – | ||
| 5 | NEW YORK COMMUNITY | 8.7% | $56.1m | 4,006,237 | – | ||
| 6 | ORI OLD REPUBLIC | Financial Services | 6.8% | $43.9m | 3,412,517 | – | |
| 7 | MBI MBIA | Financial Services | 6.1% | $39.5m | 2,967,350 | – | |
| 8 | SEB SEABOARD CORP | Industrials | 6.1% | $39.2m | 14,004 | – | |
| 9 | PTEN PATTERSON ENERGY | Energy | 5.8% | $37.5m | 1,939,880 | – | |
| 10 | SLM CORP | 5.3% | $34.2m | 1,518,301 | – | ||
| 11 | HO1 HOLOGIC | 4.6% | $29.8m | 1,541,870 | – | ||
| 12 | VOXX INTERNATIONAL | 4.4% | $28.7m | 2,337,392 | – | ||
| 13 | NAM TAI ELECT | 3.2% | $20.9m | 3,736,917 | – | ||
| 14 | IDT CORP CL B | 1.9% | $12.5m | 669,203 | – | ||
| 15 | PROVIDENT BANCORP | 1.6% | $10.6m | 1,139,040 | – | ||
| 16 | GENIE ELECTRIC | 0.9% | $6.1m | 663,821 | – | ||
| 17 | ASTEC INDUS | 0.7% | $4.3m | 126,000 | – | ||
| 18 | RSTK TRINITY PLACE HLDGS | 0.6% | $3.7m | 750,615 | – | ||
| 19 | BP PLC | 0.5% | $3.2m | 76,500 | – | ||
| 20 | USG INC | 0.4% | $2.8m | 120,000 | – | ||
| 21 | BMY BRISTOL MYERS SQUIBB | Healthcare | 0.4% | $2.5m | 55,433 | – | |
| 22 | TRINITY PLACE HOLDINGS | 0.3% | $2.2m | 442,842 | – | ||
| 23 | NVS NOVARTIS ADR | Healthcare | 0.3% | $2.1m | 30,368 | – | |
| 24 | LANDMARK SAVINGS BANK | 0.3% | $1.9m | 87,513 | – | ||
| 25 | FIRST NIAGARA FINANCIAL | 0.3% | $1.7m | 168,632 | – | ||
| 26 | EXMOC EXXON MOBILE | 0.3% | $1.6m | 17,934 | – | ||
| 27 | FL8 FLUSHING FINANCIAL | 0.2% | $1.1m | 68,479 | – | ||
| 28 | CMCSA COMCAST CL A | Communication Services | 0.2% | $1.1m | 25,284 | – | |
| 29 | PHI INC NON-VOTING | 0.2% | $1.0m | 29,780 | – | ||
| 30 | CVX CHEVRONTEXACO | Energy | 0.1% | $942.9k | 7,968 | – | |
| 31 | DIME COMMUNITY BANC | 0.1% | $898.9k | 58,677 | – | ||
| 32 | MONSANTO | 0.1% | $789.1k | 8,898 | – | ||
| 33 | BANK OF AMERICA | 0.1% | $733.3k | 57,021 | – | ||
| 34 | IBM IBM | Technology | 0.1% | $627.4k | 3,283 | – | |
| 35 | AMERICAN TEL & TEL | 0.1% | $583.4k | 16,479 | – | ||
| 36 | CTM MEDIA CL A | 0.1% | $454.6k | 10,378 | – | ||
| 37 | QUESTAR CORP | 0.1% | $380.4k | 15,950 | – | ||
| 38 | GE GENERAL ELECTRIC | Industrials | 0.1% | $347.9k | 15,000 | – | |
| 39 | TCF FINANCIAL | 0.1% | $345.5k | 24,364 | – | ||
| 40 | NEU NEWMARKET GROUP | Basic Materials | 0.0% | $303.3k | 1,155 | – | |
| 41 | KEY KEYCORP NEW | Financial Services | 0.0% | $287.4k | 26,036 | – | |
| 42 | ASTORIA FINANCIAL | 0.0% | $190.6k | 17,685 | – | ||
| 43 | TRV TRAVELERS | Financial Services | 0.0% | $159.8k | 2,000 | – | |
| 44 | VOLVO | 0.0% | $133.1k | 10,000 | – | ||
| 45 | CFS BANCORP | 0.0% | $90.3k | 90,276 | – | ||
| 46 | AMBAC FINANCIAL | 0.0% | $3.8k | 100,000 | – | ||
| 47 | FIRST PLACE FINANCIAL | 0.0% | $64 | 13,426 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.