Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 35 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 7, bought 2 totally new, decreased the number of shares of 24 and completely sold out 2 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (CSX) CSX CORP (new buy), (GSK) GLAXOSMITHKLINE PLC-SPON ADR (added shares +1.49%), (STAYX) SEI TAX ADVANTAGED INC-Y (new buy), (C) CITIGROUP INC COM NEW (added shares +0.74%) and (JPM) JPMORGAN CHASE & CO (added shares +52.98%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (NYCB) NEW YORK COMMUNITY BANCORP (11.14%), (BP) BP PLC-SPONS ADR (10.71%), (MRK) MERCK & CO INC (10.26%), (AGO) ASSURED GUARANTY LTD (9.65%) and (PTEN) PATTERSON-UTI ENERGY INC (7.86%).

In the latest report(s) the following changes have been made to the top investments: (NYCB) NEW YORK COMMUNITY BANCORP (reduced shares -0.93%), (BP) BP PLC-SPONS ADR (reduced shares -3.74%), (MRK) MERCK & CO INC (reduced shares -1.52%), (AGO) ASSURED GUARANTY LTD (reduced shares -1.62%) and (PTEN) PATTERSON-UTI ENERGY INC (reduced shares -5.1%).

2023 Q3 (35 results)
CSX
buy
+50,428
+0.24%
$30.76
8.24% $33.29
0.24%
STAYX
buy
+3,860
+0.06%
$60.30
85.11% $8.98
0.06%
CMCSA
+324.93%
+3,453
+0.01%
$10.43
298.77% $41.61
0.01%
JPM
+52.98%
+2,000
+0.05%
$144.94
8.99% $157.97
0.13%
BAC
+17.22%
+4,194
+0.02%
$27.38
11.69% $30.58
0.16%
XOM
+10.62%
+1,044
+0.03%
$117.57
14.57% $100.44
0.28%
PG
+5.26%
+60
+0.00%
$145.88
0.60% $146.76
0.05%
GSK
+1.49%
+12,993
+0.11%
$36.25
0.22% $36.33
7.25%
C
+0.74%
+8,878
+0.06%
$41.13
13.54% $46.70
7.80%
VRAY
-0.10%
-2,000
-0.00%
$0.01
261.45% $0.03
0.00%
MBI
-0.60%
-29,111
-0.03%
$7.21
2.36% $7.38
5.41%
RFL
-0.74%
-2,026
-0.00%
$1.90
3.75% $1.83
0.08%
TPHS
-0.77%
-11,475
-0.00%
$0.36
56.15% $0.16
0.08%
SEB
-0.90%
-86
-0.05%
$3,752.96
6.05% $3,525.72
5.55%
NYCB
-0.93%
-58,773
-0.10%
$11.34
14.90% $9.65
11.14%
PFE
-0.97%
-10,332
-0.05%
$33.17
12.30% $29.09
5.46%
IDW
-0.98%
-664
-0.00%
$0.60
28.56% $0.43
0.01%
VOXX
-1.08%
-31,554
-0.04%
$7.98
43.06% $11.42
3.60%
ZDGE
-1.15%
-1,351
-0.00%
$2.19
7.78% $2.02
0.04%
IDT
-1.15%
-2,735
-0.01%
$22.05
35.06% $29.78
1.20%
GNE
-1.51%
-4,552
-0.01%
$14.73
61.36% $23.77
0.68%
MRK
-1.52%
-9,878
-0.16%
$102.95
3.19% $106.23
10.26%
AGO
-1.62%
-16,795
-0.16%
$60.52
13.20% $68.51
9.65%
BB
-1.86%
-19,248
-0.02%
$4.71
16.13% $3.95
1.01%
BMY
-2.24%
-19,545
-0.18%
$58.06
13.49% $50.23
7.72%
BP
-3.74%
-68,857
-0.42%
$38.72
8.86% $35.29
10.71%
VTRSV
-3.89%
-1,592
-0.00%
$10.28
-
0.11%
VZ
-4.17%
-556
-0.00%
$32.43
18.47% $38.42
0.06%
PTEN
-5.10%
-120,385
-0.42%
$13.84
18.79% $11.24
7.86%
HOLX
-5.14%
-1,544
-0.02%
$69.39
0.19% $69.26
0.31%
OGN
-14.13%
-8,452
-0.02%
$17.37
36.14% $11.09
0.14%
HLN
-18.73%
-237,974
-0.31%
$8.33
-
1.34%
CWEGF
-23.59%
-45,000
-0.03%
$4.31
18.88% $3.50
0.10%
HOPE
-100.00%
-31,000
-0.04%
$8.42
24.00% $10.44
0.00%
GBCI
-100.00%
-4,320
-0.03%
$41.67
13.56% $36.02
0.00%
35 of 1,317

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.