Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $540.19M≈ (-$53M≈)
- Previous value:
- $593.05M≈
- # of changes:
- 32
- New positions:
- 1
- Reported for:
- 30 Sep 2015 (Q3)
- Latest filing date:
- 09 Nov 2015
Kahn Brothers Group has disclosed a total of 32 changes to the portfolio in the (2015 Q3) SEC report(s): increased the number of shares of 8, bought 1 totally new, decreased the number of shares of 20 and completely sold out 3 position(s).
What stocks did Kahn Brothers Group buy in 2015 Q3?
During 2015 Q3 Kahn Brothers Group has bought 9 securities out of which top 5 purchases (by % change to portfolio) were (BP) BP PLC-SPONS ADR (added shares +12.45%), (MBI) MBIA Inc (added shares +29.60%), (BB) BlackBerry Ltd (added shares +9.29%), (NTPIF) NAM TAI ELECTRONICS INC-W/I (added shares +23.91%) and (PTEN) Patterson-UTI Energy Inc (added shares +6.73%).
In the 2015 Q3 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -0.31%), (HOLX) Hologic Inc (reduced shares -1.31%), (PFE) Pfizer Inc (reduced shares -5.85%), (FLG) Flagstar Financial, Inc (reduced shares -9.45%) and (MRK) Merck & Company Inc (reduced shares -1.02%).
32 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
IDW Media Holdings Inc
|
new
|
$37.98
|
-14.30%($32.55)
|
0.57%
|
2015 Q3
|
≈ 0.25 years
|
||||
|
|
MBIA Inc
|
+29.60%
|
$6.08
|
-13.08%($5.28)
|
5.05%
|
2013 Q2 or earlier
|
≈ 2.50+ years
|
||||
|
|
NAM TAI ELECTRONICS INC-W/I
|
+23.91%
|
$6.10
|
-29.51%($4.30)
|
4.08%
|
2013 Q2 or earlier
|
≈ 2.50+ years
|
||||
|
|
BP PLC-SPONS ADR
|
+12.45%
|
$30.56
|
+36.07%($41.58)
|
5.80%
|
2013 Q2 or earlier
|
≈ 2.50+ years
|
||||
|
|
BlackBerry Ltd
|
+9.29%
|
$6.13
|
+45.11%($8.90)
|
4.10%
|
2013 Q3
|
≈ 2.25 years
|
||||
|
|
Patterson-UTI Energy Inc
|
+6.73%
|
$13.14
|
-25.91%($9.74)
|
2.65%
|
2013 Q2 or earlier
|
≈ 2.50+ years
|
||||
|
|
VOXX International Corp
|
+5.38%
|
$7.42
|
|
2.22%
|
2013 Q2 or earlier
|
≈ 2.50+ years
|
||||
|
|
Novartis AG ADR
|
+1.42%
|
$91.92
|
+68.04%($154.46)
|
0.49%
|
2013 Q2 or earlier
|
≈ 2.50+ years
|
||||
|
|
AT&T Inc
|
+0.60%
|
$32.58
|
-29.90%($22.84)
|
0.07%
|
2013 Q2 or earlier
|
≈ 2.50+ years
|
||||
|
|
New York Times Company
|
-0.22%
|
$11.81
|
+436.28%($63.34)
|
8.60%
|
2013 Q2 or earlier
|
≈ 2.50+ 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.