Kahn Brothers
Kahn Brothers Group
Deep value — Graham tradition
Founded by Irving Kahn, who worked directly with Benjamin Graham. Continues the deep-value tradition across small-cap and overlooked stocks.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
Reduced
Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Financial Services
33.1%
Healthcare
28.94%
Communication Services
15.48%
Other / Unclassified
7.27%
Energy
6.49%
Industrials
4.06%
Real Estate
3.86%
Utilities
0.4%
Technology
0.32%
Consumer Defensive
0.08%
Full Portfolio · 2026-06-30
48 positions — click any ticker to open its analysis page
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
Reduced
Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 30 positions moved
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| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
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