Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 36 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 28 and completely sold out 1 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (BAYRY) BAYER AG-SPONSORED ADR (new buy), (T) AT&T INC (added shares +152.25%), (MBI) MBIA INC (added shares +0.42%), (BAC) BANK OF AMERICA CORP (added shares +7.65%) and (VZ) VERIZON COMMUNICATIONS INC (added shares +4.84%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (AGO) ASSURED GUARANTY LTD (11.64%), (MRK) MERCK & CO INC (10.73%), (NYCB) NEW YORK COMMUNITY BANCORP (9.93%), (C) CITIGROUP INC COM NEW (9.8%) and (BP) BP PLC-SPONS ADR (9.56%).

In the latest report(s) the following changes have been made to the top investments: (AGO) ASSURED GUARANTY LTD (reduced shares -3.4%), (MRK) MERCK & CO INC (reduced shares -2.23%), (NYCB) NEW YORK COMMUNITY BANCORP (reduced shares -2.13%), (C) CITIGROUP INC COM NEW (reduced shares -0.52%) and (BP) BP PLC-SPONS ADR (reduced shares -3.37%).

2023 Q4 (36 results)
BAYRY
buy
+712,500
+1.04%
$9.23
20.15% $7.37
1.04%
T
+152.25%
+10,102
+0.03%
$16.79
1.74% $16.50
0.04%
BAC
+7.65%
+2,912
+0.02%
$33.66
13.98% $38.37
0.22%
VZ
+4.84%
+618
+0.00%
$37.68
5.37% $39.70
0.08%
TPHS
+2.77%
+41,085
+0.00%
$0.11
25.90% $0.14
0.03%
CMCSA
+2.20%
+138
+0.00%
$43.79
7.84% $40.36
0.04%
MBI
+0.42%
+20,222
+0.02%
$6.12
2.78% $6.29
4.66%
JPM
-0.02%
-1
-0.00%
$170.07
12.98% $192.14
0.15%
CSX
-0.21%
-108
-0.00%
$34.68
0.12% $34.72
0.27%
ZDGE
-0.39%
-457
-0.00%
$2.35
3.24% $2.43
0.04%
RFL
-0.42%
-1,144
-0.00%
$1.83
6.55% $1.71
0.08%
NTP
-0.42%
-360
-0.00%
$4.75
11.10% $4.22
0.06%
VOXX
-0.52%
-15,048
-0.03%
$10.68
34.36% $7.01
4.84%
C
-0.52%
-6,316
-0.05%
$51.44
21.83% $62.67
9.80%
IDT
-0.56%
-1,971
-0.01%
$34.12
8.34% $36.97
1.87%
GNE
-0.56%
-1,672
-0.01%
$28.13
42.55% $16.16
1.31%
XOM
-1.39%
-214
-0.00%
$99.98
21.05% $121.03
0.24%
GSK
-1.78%
-22,807
-0.13%
$37.06
11.28% $41.24
7.35%
IDW
-1.81%
-1,220
-0.00%
$0.45
3.72% $0.43
0.00%
BMY
-2.09%
-17,783
-0.14%
$51.31
4.52% $48.99
6.74%
NYCB
-2.13%
-133,885
-0.22%
$10.23
68.91% $3.18
9.93%
MRK
-2.23%
-14,252
-0.24%
$109.02
16.38% $126.88
10.73%
PFE
-2.85%
-30,078
-0.14%
$28.79
8.58% $26.32
4.65%
BP
-3.37%
-59,780
-0.33%
$35.40
10.99% $39.29
9.56%
AGO
-3.40%
-34,767
-0.41%
$74.83
5.37% $78.85
11.64%
PTEN
-3.84%
-139,721
-0.24%
$10.80
7.41% $11.60
5.96%
WBS
-5.02%
-5,339
-0.04%
$50.76
11.58% $44.88
0.81%
SEB
-5.39%
-511
-0.29%
$3,570.15
8.00% $3,284.37
5.04%
BB
-8.93%
-123,232
-0.07%
$3.54
18.37% $2.89
0.70%
NVS
-16.29%
-3,515
-0.06%
$100.99
3.67% $97.28
0.29%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
CVX
-24.63%
-800
-0.02%
$149.10
9.22% $162.85
0.06%
OGN
-31.23%
-16,036
-0.04%
$14.42
28.43% $18.52
0.08%
HLN
-37.46%
-386,789
-0.50%
$8.23
-
0.84%
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
0.00% $0.03
0.00%
STAYX
-100.00%
-6,600
-0.06%
$60.30
84.81% $9.16
0.00%
36 of 1,353

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.