Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 34 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 22, decreased the number of shares of 11 and completely sold out 1 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 22 securities out of which top 5 purchases (by % change to portfolio) are (NYCB) NEW YORK COMMUNITY BANCORP (added shares +17.78%), (C) CITIGROUP INC COM NEW (added shares +14.67%), (VOXX) VOXX INTERNATIONAL CORP (added shares +15.02%), (VRAY) VIEWRAY INC (added shares +38.42%) and (XOM) EXXON MOBIL CORP (added shares +45.5%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (PTEN) PATTERSON-UTI ENERGY INC (10.16%), (AGO) ASSURED GUARANTY LTD (9.8%), (BMY) BRISTOL-MYERS SQUIBB CO (9.63%), (MRK) MERCK & CO INC (8.58%) and (BP) BP PLC-SPONS ADR (8.4%).

In the latest report(s) the following changes have been made to the top investments: (PTEN) PATTERSON-UTI ENERGY INC (reduced shares -17.34%), (AGO) ASSURED GUARANTY LTD (reduced shares -1.4%), (BMY) BRISTOL-MYERS SQUIBB CO (added shares +0.34%), (MRK) MERCK & CO INC (added shares +0.65%) and (BP) BP PLC-SPONS ADR (reduced shares -0.39%).

2022 Q2 (34 results)
XOM
+45.50%
+6,945
+0.08%
$85.62
0.15% $85.75
0.26%
PG
+40.25%
+644
+0.01%
$143.76
5.69% $135.58
0.04%
VRAY
+38.42%
+450,555
+0.16%
$2.65
39.25% $3.69
0.58%
CMCSA
+31.05%
+1,676
+0.01%
$39.29
18.96% $31.84
0.04%
NYCB
+17.78%
+879,008
+1.08%
$9.13
2.41% $8.91
7.16%
T
+15.17%
+2,207
+0.01%
$20.95
23.60% $16.01
0.05%
VOXX
+15.02%
+349,542
+0.44%
$9.31
27.28% $6.77
3.35%
C
+14.67%
+142,651
+0.88%
$45.99
3.76% $44.26
6.90%
ALC
+7.56%
+240
+0.00%
$69.61
13.78% $60.02
0.03%
NVS
+3.13%
+700
+0.01%
$84.51
10.06% $76.01
0.26%
NTP
+0.82%
+700
+0.00%
$4.22
0.05% $4.22
0.05%
MRK
+0.65%
+4,489
+0.06%
$91.17
4.82% $86.78
8.58%
PFE
+0.53%
+5,517
+0.04%
$52.43
15.93% $44.08
7.39%
IDW
+0.37%
+256
+0.00%
$1.34
7.28% $1.44
0.01%
BMY
+0.34%
+3,137
+0.03%
$77.00
8.17% $70.71
9.63%
GSK
+0.32%
+3,597
+0.03%
$54.41
46.04% $29.36
8.39%
MBI
+0.15%
+7,159
+0.01%
$12.35
23.81% $9.41
8.04%
IDT
+0.04%
+208
+0.00%
$25.15
5.53% $23.76
1.59%
TPHS
+0.04%
+625
+0.00%
$1.01
27.72% $0.73
0.20%
GNE
+0.02%
+68
+0.00%
$9.16
2.17% $9.36
0.40%
ZDGE
+0.02%
+22
+0.00%
$2.88
17.73% $2.37
0.05%
RFL
+0.01%
+34
+0.00%
$1.87
4.24% $1.95
0.07%
SEB
-0.05%
-5
-0.00%
$3,882.54
12.59% $3,393.63
5.18%
WBS
-0.38%
-468
-0.00%
$42.15
7.01% $45.10
0.69%
BP
-0.39%
-8,670
-0.03%
$28.35
0.95% $28.08
8.40%
BB
-0.41%
-6,127
-0.00%
$5.39
5.94% $5.07
1.09%
OGN
-1.26%
-846
-0.00%
$33.75
23.69% $25.75
0.30%
AGO
-1.40%
-18,495
-0.14%
$55.79
13.60% $48.20
9.80%
VZ
-9.23%
-1,450
-0.01%
$50.76
22.14% $39.52
0.10%
JPM
-10.32%
-325
-0.00%
$112.57
3.04% $109.14
0.04%
VTRSV
-13.31%
-11,551
-0.02%
$10.47
-
0.11%
NAVI
-16.20%
-4,500
-0.01%
$13.99
5.72% $13.19
0.04%
PTEN
-17.34%
-1,004,840
-2.13%
$15.76
31.09% $10.86
10.16%
NRIM
-100.00%
-4,736
-0.03%
$43.50
3.44% $42.00
0.00%
34 of 1,151

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.