Kahn Brothers Group recent buys & sells (2024 Q4)
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group Portfolio Changes
Purchase & sale details
- Portfolio value:
- $460.36M (-$120M)
- Previous value:
- $580.57M
- # of changes:
- 40
- New positions:
- 2
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 14 Feb 2025
Kahn Brothers Group has disclosed a total of 40 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 10, bought 2 totally new, decreased the number of shares of 25 and completely sold out 3 position(s).
What stocks did Kahn Brothers Group buy in 2024 Q4?
During 2024 Q4 Kahn Brothers Group has bought 12 securities out of which top 5 purchases (by % change to portfolio) were (HOLX) Hologic Inc (added shares +15.63%), (NVS) Novartis AG ADR (added shares +20.48%), (WBS) Webster Financial Corp (added shares +51.59%), (FBAK) First National Bank Alaska (added shares +31.87%) and (BAC) Bank of America Corp (added shares +4.60%).
In the 2024 Q4 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -23.58%), (MRK) Merck & Company Inc (reduced shares -12.33%), (DIS) Walt Disney Company (reduced shares -12.93%), (BMY) Bristol-Myers Squibb Company (reduced shares -16.45%) and (BP) BP PLC-SPONS ADR (reduced shares -24.98%).
40 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
|
new
|
+10,600
|
10,600
|
+0.01%
|
$6.46
|
-32.20%($4.38)
|
0.01%
|
2024 Q4
|
~0.25 years
|
|
|
|
Tourmaline Oil Corp
|
new
|
+17,308
|
17,308
|
+0.17%
|
$46.28
|
+0.04%($46.30)
|
0.17%
|
2024 Q4
|
~0.25 years
|
|
|
|
Webster Financial Corp
|
+51.59%
|
+11,059
|
32,496
|
+0.13%
|
$55.21
|
|
0.39%
|
2022 Q1
|
~3.00 years
|
|
|
|
First National Bank Alaska
|
+31.87%
|
+1,520
|
6,290
|
+0.08%
|
$233.23
|
+35.06%($315.00)
|
0.32%
|
2019 Q2
|
~5.75 years
|
|
|
|
Novartis AG ADR
|
+20.48%
|
+3,600
|
21,181
|
+0.08%
|
$97.29
|
+55.34%($151.14)
|
0.45%
|
2013 Q2*
|
> 11 years
|
|
|
|
Hologic Inc
|
+15.63%
|
+4,000
|
29,591
|
+0.06%
|
$72.10
|
|
0.46%
|
2013 Q2*
|
> 11 years
|
|
|
|
PNC Financial Services Group Inc
|
+14.59%
|
+213
|
1,673
|
+0.01%
|
$193.07
|
+12.32%($216.86)
|
0.07%
|
2024 Q1
|
~1.00 year
|
|
|
|
Apple Inc
|
+12.04%
|
+300
|
2,792
|
+0.02%
|
$250.36
|
+37.12%($343.28)
|
0.15%
|
2024 Q1
|
~1.00 year
|
|
|
|
VOXX International Corp
|
+10.47%
|
+10,868
|
114,676
|
+0.02%
|
$7.38
|
|
0.18%
|
2013 Q2*
|
> 11 years
|
|
|
|
Verizon Communications Inc
|
+5.81%
|
+630
|
11,476
|
+0.01%
|
$40.00
|
+12.32%($44.92)
|
0.10%
|
2019 Q2
|
~5.75 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".