Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 33 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 4 and decreased the number of shares of 29 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has purchased 4 securities: (NYCB) NEW YORK COMMUNITY BANCORP (added shares +7.15%), (C) CITIGROUP INC COM NEW (added shares +4.2%), (GSK) GLAXOSMITHKLINE PLC-SPON ADR (added shares +4.12%) and (JPM) JPMORGAN CHASE & CO (added shares +36.04%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (BP) BP PLC-SPONS ADR (10.7%), (MRK) MERCK & CO INC (10.29%), (BMY) BRISTOL-MYERS SQUIBB CO (8.98%), (NYCB) NEW YORK COMMUNITY BANCORP (8.31%) and (AGO) ASSURED GUARANTY LTD (8.28%).

In the latest report(s) the following changes have been made to the top investments: (BP) BP PLC-SPONS ADR (reduced shares -9.49%), (MRK) MERCK & CO INC (reduced shares -1.49%), (BMY) BRISTOL-MYERS SQUIBB CO (reduced shares -1.47%), (NYCB) NEW YORK COMMUNITY BANCORP (added shares +7.15%) and (AGO) ASSURED GUARANTY LTD (reduced shares -7.09%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q1 (33 results)
JPM
JPMORGAN CHASE & CO
+36.04%
+1,000
+0.02%
$130.33
8.19% $141.01
0.07%
NYCB
NEW YORK COMMUNITY BANCORP
+7.15%
+426,402
+0.55%
$9.04
21.13% $10.95
8.31%
C
CITIGROUP INC COM NEW
+4.20%
+49,021
+0.33%
$46.89
3.01% $48.30
8.22%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+4.12%
+50,570
+0.26%
$35.58
2.31% $34.76
6.54%
VRAY
VIEWRAY INC
-0.16%
-2,620
-0.00%
$3.46
84.10% $0.55
0.81%
TPHS
TRINITY PLACE HOLDINGS INC
-0.22%
-3,228
-0.00%
$0.48
8.27% $0.52
0.10%
BB
BLACKBERRY LTD
-0.57%
-8,053
-0.01%
$4.56
12.94% $5.15
0.93%
RFL
RAFAEL HOLDINGS INC-CLASS B
-0.66%
-1,848
-0.00%
$1.55
31.49% $2.04
0.06%
VTRSV
VIATRIS INC-W/I
-0.72%
-537
-0.00%
$9.61
-
0.10%
PFE
PFIZER INC
-0.83%
-8,644
-0.05%
$40.80
4.49% $38.97
6.05%
ZDGE
ZEDGE INC-CL B
-1.01%
-1,230
-0.00%
$1.95
5.65% $2.06
0.03%
VOXX
VOXX INTERNATIONAL CORP
-1.05%
-31,681
-0.06%
$12.33
1.93% $12.09
5.29%
HOLX
HOLOGIC INC
-1.15%
-350
-0.00%
$80.71
3.65% $77.76
0.35%
BMY
BRISTOL-MYERS SQUIBB CO
-1.47%
-13,445
-0.13%
$69.31
6.51% $64.80
8.98%
MRK
MERCK & CO INC
-1.49%
-10,159
-0.16%
$106.39
4.06% $110.71
10.29%
NTP
NAM TAI PROPERTY INC
-1.50%
-1,310
-0.00%
$2.10
100.48% $4.22
0.03%
OGN
ORGANON & CO
-1.62%
-1,015
-0.00%
$23.51
15.66% $19.83
0.21%
IDW
IDW MEDIA HOLDINGS INC-B
-1.71%
-1,208
-0.00%
$0.72
40.39% $0.43
0.01%
MBI
MBIA INC
-1.72%
-82,720
-0.11%
$9.26
8.10% $8.51
6.31%
HLN
HALEON
-2.08%
-29,343
-0.03%
$8.14
-
1.62%
WBS
WEBSTER FINANCIAL CORP
-3.40%
-3,972
-0.02%
$39.42
1.71% $38.75
0.64%
SEB
SEABOARD CORP
-3.97%
-395
-0.21%
$3,770.00
0.55% $3,790.84
5.19%
XOM
EXXON MOBIL CORP
-4.08%
-606
-0.01%
$109.65
2.06% $107.39
0.22%
VZ
VERIZON COMMUNICATIONS INC
-4.66%
-650
-0.00%
$38.86
8.72% $35.47
0.07%
GNE
GENIE ENERGY LTD-B
-4.70%
-15,315
-0.03%
$13.82
2.75% $14.20
0.62%
AGO
ASSURED GUARANTY LTD
-7.09%
-87,259
-0.63%
$50.27
7.42% $54.00
8.28%
BAC
BANK OF AMERICA CORP
-7.73%
-3,330
-0.01%
$28.61
2.30% $29.27
0.16%
PTEN
PATTERSON-UTI ENERGY INC
-9.37%
-418,818
-0.71%
$11.70
3.33% $11.31
6.83%
BP
BP PLC-SPONS ADR
-9.49%
-205,544
-1.12%
$37.94
6.51% $35.47
10.70%
PG
PROCTER & GAMBLE CO/THE
-15.33%
-344
-0.01%
$148.74
1.47% $146.56
0.04%
IDT
IDT CORP-CLASS B
-21.90%
-102,698
-0.50%
$34.08
19.60% $27.40
1.80%
T
AT&T INC
-61.71%
-10,694
-0.03%
$19.25
17.14% $15.95
0.02%
CMCSA
COMCAST CORP-CLASS A
-82.08%
-6,762
-0.04%
$37.91
6.12% $40.23
0.01%
33 of 1,252

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.