Kahn Brothers Group recent buys & sells (2015 Q2)
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group Portfolio Changes
Purchase & sale details
- Portfolio value:
- $593.05M (+$977K)
- Previous value:
- $592.07M
- # of changes:
- 34
- New positions:
- 0
- Reported for:
- 30 Jun 2015 (Q2)
- Latest filing date:
- 28 Jul 2015
Kahn Brothers Group has disclosed a total of 34 changes to the portfolio in the (2015 Q2) SEC report(s): increased the number of shares of 8, decreased the number of shares of 24 and completely sold out 2 position(s).
What stocks did Kahn Brothers Group buy in 2015 Q2?
During 2015 Q2 Kahn Brothers Group has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (BP) BP PLC-SPONS ADR (added shares +0.60%), (BB) BlackBerry Ltd (added shares +39.97%), (MBI) MBIA Inc (added shares +76.47%), (PTEN) Patterson-UTI Energy Inc (added shares +4.09%) and (NTPIF) NAM TAI ELECTRONICS INC-W/I (added shares +0.04%).
In the 2015 Q2 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -0.36%), (PFE) Pfizer Inc (reduced shares -2.00%), (MRK) Merck & Company Inc (reduced shares -1.28%), (FLG) Flagstar Financial, Inc (reduced shares -5.52%) and (NYT) New York Times Company (reduced shares -1.46%).
34 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
MBIA Inc
|
+76.47%
|
$6.01
|
-26.62%($4.41)
|
3.51%
|
2013 Q2*
|
> 2 years
|
||||
|
|
BlackBerry Ltd
|
+39.97%
|
$8.18
|
-0.92%($8.10)
|
4.56%
|
2013 Q3
|
~2.00 years
|
||||
|
|
Patterson-UTI Energy Inc
|
+4.09%
|
$18.82
|
-38.35%($11.60)
|
3.24%
|
2013 Q2*
|
> 2 years
|
||||
|
|
Trinity Place Holdings Inc
|
+1.51%
|
$7.85
|
-99.65%($0.03)
|
1.55%
|
2013 Q2*
|
> 2 years
|
||||
|
|
Bristol-Myers Squibb Company
|
+1.41%
|
$66.54
|
-11.44%($58.93)
|
0.32%
|
2013 Q2*
|
> 2 years
|
||||
|
|
Landmark Bancorp Inc
|
+0.60%
|
$18.10
|
+74.06%($31.51)
|
0.14%
|
2013 Q2*
|
> 2 years
|
||||
|
|
BP PLC-SPONS ADR
|
+0.60%
|
$39.96
|
+23.67%($49.42)
|
6.15%
|
2013 Q2*
|
> 2 years
|
||||
|
|
NAM TAI ELECTRONICS INC-W/I
|
+0.04%
|
$4.82
|
-10.79%($4.30)
|
2.37%
|
2013 Q2*
|
> 2 years
|
||||
|
|
Citigroup Inc
|
-0.36%
|
$55.24
|
+123.30%($123.35)
|
10.50%
|
2013 Q2*
|
> 2 years
|
||||
|
|
CTM MEDIA, CL-A
|
-1.05%
|
$240.00
|
|
0.32%
|
2013 Q2*
|
> 2 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".