Kahn Brothers 13F holdings, Q2 2017
Holdings as of June 30, 2017 · filings on SEC EDGAR · latest filing →
Kahn Brothers disclosed 34 US equity positions worth $655.8m in its Q2 2017 13F filing. The largest position was CITIGROUP at 10.5% of the reported book, followed by NYT and MERCK. Against the Q1 2017 filing, it opened 0 new positions, added to 6 and reduced 20 among the top 34 holdings.
What did Kahn Brothers own in Q2 2017? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2017 |
|---|---|---|---|---|---|---|---|
| 1 | CITIGROUP | 10.5% | $68.7m | 1,026,581 | -5% | reduced | |
| 2 | NYT NY TIMES CL A | Communication Services | 9.3% | $60.8m | 3,436,195 | -7% | reduced |
| 3 | MERCK | 9.1% | $59.8m | 932,840 | -1% | reduced | |
| 4 | BP BP PLC | Energy | 7.4% | $48.5m | 1,398,700 | 2% | added |
| 5 | GLAXOSMITHKLINE | 6.9% | $45.5m | 1,055,085 | 0% | held | |
| 6 | BB BLACKBERRY | Technology | 6.9% | $45.2m | 4,520,660 | -0% | held |
| 7 | MBI MBIA | Financial Services | 6.4% | $42.3m | 4,483,598 | 1% | added |
| 8 | HO1 HOLOGIC | 5.5% | $36.3m | 799,465 | -13% | reduced | |
| 9 | SEB SEABOARD CORP | Industrials | 5.0% | $33.1m | 8,277 | -1% | reduced |
| 10 | AGO ASSURED GUARANTY | Financial Services | 4.9% | $32.4m | 776,705 | 102% | added |
| 11 | STRAIGHT PATH COMM | 4.7% | $31.1m | 173,186 | -19% | reduced | |
| 12 | NEW YORK COMMUNITY | 3.9% | $25.8m | 1,962,891 | -3% | reduced | |
| 13 | STL STERLING BANCORP | 3.3% | $21.4m | 918,779 | -0% | held | |
| 14 | PFE PFIZER | Healthcare | 3.0% | $19.4m | 577,616 | -13% | reduced |
| 15 | VOXX INTERNATIONAL | 2.9% | $18.9m | 2,308,302 | 31% | added | |
| 16 | PTEN PATTERSON ENERGY | Energy | 2.8% | $18.6m | 922,906 | -1% | reduced |
| 17 | NAM TAI PPTY | 2.4% | $15.8m | 1,979,060 | 3% | added | |
| 18 | IDT CORP CL B | 1.2% | $7.7m | 536,039 | 32% | added | |
| 19 | TRINITY PLACE HOLDINGS | 1.1% | $7.5m | 1,049,050 | -1% | reduced | |
| 20 | IDW MEDIA | 0.6% | $3.8m | 77,840 | -1% | reduced | |
| 21 | GENIE ENERGY | 0.5% | $3.1m | 401,716 | -1% | reduced | |
| 22 | NVS NOVARTIS ADR | Healthcare | 0.3% | $2.2m | 26,211 | -6% | reduced |
| 23 | EXMOC EXXON MOBILE | 0.2% | $1.4m | 17,234 | -1% | reduced | |
| 24 | NAVI NAVIENT | Financial Services | 0.2% | $1.2m | 72,738 | -46% | reduced |
| 25 | BMY BRISTOL MYERS SQUIBB | Healthcare | 0.2% | $1.1m | 19,583 | -31% | reduced |
| 26 | ORI OLD REPUBLIC | Financial Services | 0.1% | $937.4k | 48,000 | 0% | held |
| 27 | CMCSA COMCAST CL A | Communication Services | 0.1% | $813.3k | 20,896 | -23% | reduced |
| 28 | BAC BANK OF AMERICA | Financial Services | 0.1% | $670.2k | 27,624 | 0% | held |
| 29 | IBM IBM | Technology | 0.1% | $511.2k | 3,323 | -43% | reduced |
| 30 | CVX CHEVRONTEXACO | Energy | 0.1% | $422.3k | 4,048 | -7% | reduced |
| 31 | ZDGE ZEDGE INC. | 0.1% | $343.7k | 155,236 | -0% | held | |
| 32 | MONSANTO | 0.0% | $282.4k | 2,386 | -25% | reduced | |
| 33 | ASTORIA FINANCIAL | 0.0% | $225.4k | 11,185 | 0% | held | |
| 34 | AMERICAN TEL & TEL | 0.0% | $186.5k | 4,944 | 0% | held |
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.