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KAHN BROTHERS & CO INC /DE/

Hedge FundCredit Arb

KAHN BROTHERS & CO INC /DE/ is a Hedge Fund specializing in Credit Arb based in Mclean, VA led by Adama Nmn Kah, managing $578.1M across 49 long positions as of Q3 2025 with 38% Unknown concentration, 80% concentrated in top 10 holdings, and 15% allocation to C.

CEOAdama Nmn Kah
Portfolio Value
$578.1M
Positions
49
Top Holding
C at 15.39%
Last Reported
Q3 2025
Address1750 Tysons Boulevard, Suite 1500, Mclean, VA, 22102, United States

Top Holdings

Largest long holdings in KAHN BROTHERS & CO INC /DE/'s portfolio (80.1% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
Banks - Diversified
Financial Services
$89.0M
15.39%
-$1.0M
Sold
0.05%
876.7K shares
2
BAYRY
Bayer
BAYRY
Unknown
Unknown
$56.3M
9.73%
+$483.7K
Bought
6.8M shares
Unknown
Unknown
$49.6M
8.58%
-$282.0K
Sold
1.03%
4.3M shares
Unknown
Unknown
$49.6M
8.58%
-$282.0K
Sold
4.3M shares
Entertainment
Communication Services
$45.2M
7.81%
+$237.5K
Bought
0.02%
394.5K shares
Drug Manufacturers - General
Healthcare
$38.6M
6.68%
+$1.4M
Bought
1.39%
3.6M shares
7
BP
BP
BP
Unknown
Unknown
$37.4M
6.47%
-$1.5M
Sold
1.1M shares
Drug Manufacturers - General
Healthcare
$36.4M
6.30%
-$4.8M
Sold
0.02%
433.8K shares
Internet Content & Information
Communication Services
$32.8M
5.68%
+$15.5M
Bought
0.00%
134.7K shares
Conglomerates
Industrials
$28.2M
4.87%
-$3.3M
Sold
0.81%
7.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in KAHN BROTHERS & CO INC /DE/'s latest filing

See all changes
Market Value
$578.1M
Prior: $539.8M
Q/Q Change
+7.1%
+$38.3M
Net Flows % of MV
-2.65%
Turnover Ratio
7.22%
New Purchases
4 stocks
$14.3M
Added To
5 stocks
+$17.6M
Sold Out Of
1 stocks
$201.1K
Reduced Holdings
24 stocks
-$47.0M

Increased Positions

PositionShares Δ
New
New
3
Nvidia logo
Nvidia
NVDA
New
New
+89.51%

Decreased Positions

PositionShares Δ
Sold
-94.11%
-60.47%
-50.55%
5
HLN
-42.56%

Analytics

Portfolio insights and performance metrics for KAHN BROTHERS & CO INC /DE/

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Sector Allocation

Healthcare: 18.20%HealthcareFinancial Services: 17.80%Financial ServicesCommunication Services: 17.20%Communication ServicesIndustrials: 5.10%Energy: 2.30%Utilities: 0.50%Technology: 0.40%Consumer Defensive: 0.10%
Healthcare
18.20%
Financial Services
17.80%
Communication Services
17.20%
Industrials
5.10%
Energy
2.30%
Utilities
0.50%
Technology
0.40%
Consumer Defensive
0.10%

Market Cap Distribution

Mega Cap (> $200B): 20.98%Mega Cap (> $200B)Large Cap ($10B - $200B): 21.47%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 29.13%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 7.14%Micro Cap ($50M - $300M): 2.31%Nano Cap (< $50M): 0.08%N/A (ETF or Unknown): 18.88%N/A (ETF or Unknown)
Mega Cap (> $200B)
20.98%
Large Cap ($10B - $200B)
21.47%
Mid Cap ($2B - $10B)
29.13%
Small Cap ($300M - $2B)
7.14%
Micro Cap ($50M - $300M)
2.31%
Nano Cap (< $50M)
0.08%
N/A (ETF or Unknown)
18.88%

Portfolio Concentration

Top 10 Holdings %
80.11%
Top 20 Holdings %
97.34%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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