Kahn Brothers Group recent buys & sells (2020 Q3)
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group Portfolio Changes
Purchase & sale details
- Portfolio value:
- $527.50M (-$64M)
- Previous value:
- $591.79M
- # of changes:
- 43
- New positions:
- 2
- Reported for:
- 30 Sep 2020 (Q3)
- Latest filing date:
- 06 Nov 2020
Kahn Brothers Group has disclosed a total of 43 changes to the portfolio in the (2020 Q3) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 30 and completely sold out 7 position(s).
What stocks did Kahn Brothers Group buy in 2020 Q3?
During 2020 Q3 Kahn Brothers Group has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (AGO) ASSURED GUARANTY LTD (added shares +6.78%), (BP) BP PLC-SPONS ADR (added shares +3.50%), (PTEN) Patterson-UTI Energy Inc (added shares +16.34%), (PFS) Provident Financial Services Inc (new buy) and (CVX) Chevron Corp (added shares +33.92%).
What did Kahn Brothers Group invest in during 2020 Q3?
In the 2020 Q3 report(s) the following changes have been made to the top investments: (MRK) Merck & Company Inc (reduced shares -13.21%), (BMY) Bristol-Myers Squibb Company (reduced shares -7.86%), (GSK) GlaxoSmithKline PLC ADR (reduced shares -7.33%), (FLG) Flagstar Financial, Inc (reduced shares -6.57%) and (C) Citigroup Inc (reduced shares -8.84%).
43 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
DEUTSCHE BANK AG-REGISTERED
|
new
|
$8.40
|
+288.27%($32.62)
|
0.02%
|
2020 Q3
|
~0.25 years
|
||||
|
|
Provident Financial Services Inc
|
new
|
$12.20
|
+82.05%($22.21)
|
0.06%
|
2020 Q3
|
~0.25 years
|
||||
|
|
Chevron Corp
|
+33.92%
|
$72.00
|
+211.75%($224.46)
|
0.05%
|
2013 Q2*
|
> 7 years
|
||||
|
|
Patterson-UTI Energy Inc
|
+16.34%
|
$2.85
|
+305.26%($11.55)
|
3.67%
|
2013 Q2*
|
> 7 years
|
||||
|
|
ASSURED GUARANTY LTD
|
+6.78%
|
$21.48
|
+228.86%($70.64)
|
6.71%
|
2017 Q1
|
~3.75 years
|
||||
|
|
BP PLC-SPONS ADR
|
+3.50%
|
$17.46
|
+186.60%($50.04)
|
6.54%
|
2013 Q2*
|
> 7 years
|
||||
|
|
IDT Corp
|
-2.14%
|
$6.58
|
+1,137.54%($81.43)
|
0.83%
|
2013 Q2*
|
> 7 years
|
||||
|
|
Berkshire Hathaway Inc
|
-2.26%
|
$212.94
|
+148.55%($529.26)
|
0.13%
|
2019 Q2
|
~1.50 years
|
||||
|
|
IDW Media Holdings Inc
|
-2.63%
|
$4.00
|
+900.00%($40.00)
|
0.07%
|
2015 Q3
|
~5.25 years
|
||||
|
|
Hope Bancorp Inc
|
-2.88%
|
$7.58
|
+76.86%($13.42)
|
0.04%
|
2019 Q2
|
~1.50 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".