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
21.23% $7.27
1.04%
T
+152.25%
+10,102
+0.03%
$16.79
1.27% $16.58
0.04%
BAC
+7.65%
+2,912
+0.02%
$33.66
12.61% $37.91
0.22%
VZ
+4.84%
+618
+0.00%
$37.68
4.10% $39.22
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
13.53% $37.87
0.04%
MBI
+0.42%
+20,222
+0.02%
$6.12
3.43% $6.33
4.66%
JPM
-0.02%
-1
-0.00%
$170.07
13.70% $193.37
0.15%
CSX
-0.21%
-108
-0.00%
$34.68
1.87% $34.03
0.27%
ZDGE
-0.39%
-457
-0.00%
$2.35
1.97% $2.40
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
38.58% $6.56
4.84%
C
-0.52%
-6,316
-0.05%
$51.44
20.12% $61.79
9.80%
IDT
-0.56%
-1,971
-0.01%
$34.12
6.41% $36.31
1.87%
GNE
-0.56%
-1,672
-0.01%
$28.13
44.18% $15.70
1.31%
XOM
-1.39%
-214
-0.00%
$99.98
21.35% $121.33
0.24%
GSK
-1.78%
-22,807
-0.13%
$37.06
10.39% $40.91
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
12.88% $44.70
6.74%
NYCB
-2.13%
-133,885
-0.22%
$10.23
69.99% $3.07
9.93%
MRK
-2.23%
-14,252
-0.24%
$109.02
19.90% $130.72
10.73%
PFE
-2.85%
-30,078
-0.14%
$28.79
12.26% $25.26
4.65%
BP
-3.37%
-59,780
-0.33%
$35.40
11.92% $39.62
9.56%
AGO
-3.40%
-34,767
-0.41%
$74.83
4.14% $77.93
11.64%
PTEN
-3.84%
-139,721
-0.24%
$10.80
4.26% $11.26
5.96%
WBS
-5.02%
-5,339
-0.04%
$50.76
10.40% $45.48
0.81%
SEB
-5.39%
-511
-0.29%
$3,570.15
10.22% $3,205.33
5.04%
BB
-8.93%
-123,232
-0.07%
$3.54
21.48% $2.78
0.70%
NVS
-16.29%
-3,515
-0.06%
$100.99
1.91% $99.06
0.29%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
CVX
-24.63%
-800
-0.02%
$149.10
10.85% $165.28
0.06%
OGN
-31.23%
-16,036
-0.04%
$14.42
27.74% $18.42
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.