Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $655.75M≈ (+$74M≈)
- Previous value:
- $581.40M≈
- # of changes:
- 31
- New positions:
- 0
- Reported for:
- 30 Jun 2017 (Q2)
- Latest filing date:
- 08 Aug 2017
Kahn Brothers Group has disclosed a total of 31 changes to the portfolio in the (2017 Q2) SEC report(s): increased the number of shares of 7, decreased the number of shares of 23 and completely sold out 1 position(s).
What stocks did Kahn Brothers Group buy in 2017 Q2?
During 2017 Q2 Kahn Brothers Group has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (BP) BP PLC-SPONS ADR (added shares +1.67%), (GSK) GlaxoSmithKline PLC ADR (added shares +0.39%), (MBI) MBIA Inc (added shares +1.30%), (AGO) ASSURED GUARANTY LTD (added shares +101.67%) and (VOXX) VOXX International Corp (added shares +30.89%).
In the 2017 Q2 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -5.25%), (NYT) New York Times Company (reduced shares -7.07%), (MRK) Merck & Company Inc (reduced shares -0.77%), (BP) BP PLC-SPONS ADR (added shares +1.67%) and (GSK) GlaxoSmithKline PLC ADR (added shares +0.39%).
31 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
|
+101.67%
|
$41.74
|
+100.57%($83.72)
|
4.94%
|
2017 Q1
|
≈ 0.50 years
|
||||
|
|
IDT Corp
|
+31.54%
|
$14.37
|
+362.39%($66.44)
|
1.17%
|
2013 Q2 or earlier
|
≈ 4.25+ years
|
||||
|
|
VOXX International Corp
|
+30.89%
|
$8.20
|
|
2.89%
|
2013 Q2 or earlier
|
≈ 4.25+ years
|
||||
|
|
NAM TAI ELECTRONICS INC-W/I
|
+3.33%
|
$8.00
|
-46.25%($4.30)
|
2.41%
|
2013 Q2 or earlier
|
≈ 4.25+ years
|
||||
|
|
BP PLC-SPONS ADR
|
+1.67%
|
$34.65
|
+22.94%($42.60)
|
7.39%
|
2013 Q2 or earlier
|
≈ 4.25+ years
|
||||
|
|
MBIA Inc
|
+1.30%
|
$9.43
|
-44.11%($5.27)
|
6.45%
|
2013 Q2 or earlier
|
≈ 4.25+ years
|
||||
|
|
GlaxoSmithKline PLC ADR
|
+0.39%
|
$53.90
|
-4.23%($51.62)
|
6.94%
|
2014 Q3
|
≈ 3.00 years
|
||||
|
|
BlackBerry Ltd
|
-0.12%
|
$9.99
|
-10.96%($8.90)
|
6.89%
|
2013 Q3
|
≈ 4.00 years
|
||||
|
|
Sterling Bancorp
|
-0.22%
|
$23.25
|
|
3.26%
|
2013 Q4
|
≈ 3.75 years
|
||||
|
|
Zedge Inc
|
-0.46%
|
$2.21
|
+35.05%($2.99)
|
0.05%
|
2016 Q2
|
≈ 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.