Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $687.33M≈ (-$13M≈)
- Previous value:
- $700.51M≈
- # of changes:
- 33
- New positions:
- 1
- Reported for:
- 30 Jun 2014 (Q2)
- Latest filing date:
- 06 Aug 2014
Kahn Brothers Group has disclosed a total of 33 changes to the portfolio in the (2014 Q2) SEC report(s): increased the number of shares of 5, bought 1 totally new and decreased the number of shares of 27 position(s).
What stocks did Kahn Brothers Group buy in 2014 Q2?
During 2014 Q2 Kahn Brothers Group has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (C) Citigroup Inc (added shares +12.35%), (PFE) Pfizer Inc (added shares +0.55%), (BP) BP PLC-SPONS ADR (added shares +5.41%), (BB) BlackBerry Ltd (added shares +271.21%) and (STL) Sterling Bancorp (added shares +4.52%).
In the 2014 Q2 report(s) the following changes have been made to the top investments: (NYT) New York Times Company (reduced shares -5.39%), (C) Citigroup Inc (added shares +12.35%), (MRK) Merck & Company Inc (reduced shares -0.74%), (PFE) Pfizer Inc (added shares +0.55%) and (FLG) Flagstar Financial, Inc (reduced shares -1.41%).
33 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Navient Corp
|
new
|
$17.71
|
-48.05%($9.20)
|
2.35%
|
2014 Q2
|
≈ 0.25 years
|
||||
|
|
BlackBerry Ltd
|
+271.21%
|
$10.24
|
-13.13%($8.90)
|
2.49%
|
2013 Q3
|
≈ 1.00 year
|
||||
|
|
Citigroup Inc
|
+12.35%
|
$47.10
|
+194.31%($138.62)
|
9.49%
|
2013 Q2 or earlier
|
≈ 1.25+ years
|
||||
|
|
BP PLC-SPONS ADR
|
+5.41%
|
$52.75
|
-21.17%($41.58)
|
6.96%
|
2013 Q2 or earlier
|
≈ 1.25+ years
|
||||
|
|
Sterling Bancorp
|
+4.52%
|
$12.00
|
|
2.44%
|
2013 Q4
|
≈ 0.75 years
|
||||
|
|
Pfizer Inc
|
+0.55%
|
$29.26
|
-12.90%($25.48)
|
9.04%
|
2013 Q2 or earlier
|
≈ 1.25+ years
|
||||
|
|
NAM TAI ELECTRONICS INC-W/I
|
-0.04%
|
$7.54
|
-42.97%($4.30)
|
4.14%
|
2013 Q2 or earlier
|
≈ 1.25+ years
|
||||
|
|
MONSANTO CO
|
-0.11%
|
$124.74
|
|
0.16%
|
2013 Q2 or earlier
|
≈ 1.25+ years
|
||||
|
|
Straight Path Communications Inc
|
-0.65%
|
$10.20
|
|
0.50%
|
2013 Q3
|
≈ 1.00 year
|
||||
|
|
IDT Corp
|
-0.68%
|
$17.42
|
+279.51%($66.11)
|
1.69%
|
2013 Q2 or earlier
|
≈ 1.25+ years
|
||||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.