JSM News and Press, Navient Corporation From 01/27/21

The following slide deck was published by Navient Corporation in conjunction with their 2020 Q4 earnings call. For further details see: Navient Corporation 2020 Q4 - Results - Earnings Call Presentation

Navient Corporation (NAVI) Q4 2020 Results Earnings Conference Call January 27, 2021, 08:00 AM ET Company Participants Nathan Rutledge - IR Jack Remondi - CEO Joe Fisher - CFO Conference Call Participants Sanjay Sakhrani - KBW Bill Ryan - Compass Point Rick Shane - JPMorgan Arren Cyganovich -...

Kahn Brothers’ 13F portfolio value decreased from $592M to $528M this quarter. Patterson-UTI was increased while reducing Merck, Seaboard, Sterling Bancorp, and Hologic. The portfolio continues to be very concentrated with the top five positions accounting for ~48% of the 1...

The following slide deck was published by Navient Corporation in conjunction with their 2020 Q3 earnings call. For further details see: Navient Corporation 2020 Q3 - Results - Earnings Call Presentation

Navient Corporation (NAVI) Q3 2020 Results Conference Call October 21, 2020 8:00 AM ET Company Participants Nathan Rutledge - IR Jack Remondi - CEO Joe Fisher - CFO Conference Call Participants Mark DeVries - Barclays Moshe Orenbuch - Credit Suisse Arren Cyganovich - Citigroup Vincent Caintic...

This article is part of a series that provides an ongoing analysis of the changes made to Kahn Brothers’ 13F stock portfolio on a quarterly basis. It is based on Kahn Brothers’ regulatory 13F Form filed on 08/04/2020. Please visit our Tracking Kahn Brothers Portfolio series t...

Navient Corporation (NAVI) Q2 2020 Results Earnings Conference Call July 22, 2020, 08:00 AM ET Company Participants Joe Fisher - Vice President, Investor Relations and Corporate Development Jack Remondi - President and Chief Executive Officer Ted Morris - Controller and Acting Ch...

The following slide deck was published by Navient Corporation in conjunction with their 2020 Q2 earnings Read more ...

This article is part of a series that provides an ongoing analysis of the changes made to Kahn Brothers' 13F stock portfolio on a quarterly basis. It is based on Kahn Brothers' regulatory 13F Form filed on 05/11/2020. Please visit our Tracking Kahn Brothers Portfolio series to get an idea ...

In general, we don’t comment frequently on securities – especially fixed income securities – since circumstances rarely change rapidly enough to warrant a revised perspective. Similarly, it is unusual given our long term investment time horizon to reverse our views so qu...