Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $581.40M≈ (-$11M≈)
- Previous value:
- $592.10M≈
- # of changes:
- 29
- New positions:
- 1
- Reported for:
- 31 Mar 2017 (Q1)
- Latest filing date:
- 08 May 2017
Kahn Brothers Group has disclosed a total of 29 changes to the portfolio in the (2017 Q1) SEC report(s): increased the number of shares of 7, bought 1 totally new, decreased the number of shares of 20 and completely sold out 1 position(s).
What stocks did Kahn Brothers Group buy in 2017 Q1?
During 2017 Q1 Kahn Brothers Group has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (BP) BP PLC-SPONS ADR (added shares +4.99%), (GSK) GlaxoSmithKline PLC ADR (added shares +26.12%), (MBI) MBIA Inc (added shares +1.33%), (BB) BlackBerry Ltd (added shares +3.91%) and (AGO) ASSURED GUARANTY LTD (new buy).
In the 2017 Q1 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -0.49%), (MRK) Merck & Company Inc (reduced shares -1.32%), (NYT) New York Times Company (reduced shares -0.84%), (BP) BP PLC-SPONS ADR (added shares +4.99%) and (GSK) GlaxoSmithKline PLC ADR (added shares +26.12%).
29 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
ASSURED GUARANTY LTD
|
new
|
$37.11
|
+125.60%($83.72)
|
2.46%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
GlaxoSmithKline PLC ADR
|
+26.12%
|
$52.70
|
-2.05%($51.62)
|
7.62%
|
2014 Q3
|
≈ 2.75 years
|
||||
|
|
BP PLC-SPONS ADR
|
+4.99%
|
$34.52
|
+23.41%($42.60)
|
8.17%
|
2013 Q2 or earlier
|
≈ 4.00+ years
|
||||
|
|
BlackBerry Ltd
|
+3.91%
|
$7.75
|
+14.77%($8.90)
|
6.03%
|
2013 Q3
|
≈ 3.75 years
|
||||
|
|
Novartis AG ADR
|
+3.10%
|
$74.27
|
+106.73%($153.54)
|
0.36%
|
2013 Q2 or earlier
|
≈ 4.00+ years
|
||||
|
|
MBIA Inc
|
+1.33%
|
$8.47
|
-37.78%($5.27)
|
6.45%
|
2013 Q2 or earlier
|
≈ 4.00+ years
|
||||
|
|
VOXX International Corp
|
+1.01%
|
$5.20
|
|
1.58%
|
2013 Q2 or earlier
|
≈ 4.00+ years
|
||||
|
|
Trinity Place Holdings Inc
|
+0.06%
|
$0.81
|
-97.47%($0.02)
|
0.15%
|
2013 Q2 or earlier
|
≈ 4.00+ years
|
||||
|
|
Zedge Inc
|
-0.23%
|
$3.07
|
-2.61%($2.99)
|
0.08%
|
2016 Q2
|
≈ 1.00 year
|
||||
|
|
Straight Path Communications Inc
|
-0.26%
|
$35.97
|
|
1.32%
|
2013 Q3
|
≈ 3.75 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.