Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $636.58M≈ (-$18M≈)
- Previous value:
- $654.54M≈
- # of changes:
- 29
- New positions:
- 0
- Reported for:
- 31 Dec 2017 (Q4)
- Latest filing date:
- 25 Jan 2018
Kahn Brothers Group has disclosed a total of 29 changes to the portfolio in the (2017 Q4) SEC report(s): increased the number of shares of 14, decreased the number of shares of 12 and completely sold out 3 position(s).
What stocks did Kahn Brothers Group buy in 2017 Q4?
During 2017 Q4 Kahn Brothers Group has bought 14 securities out of which top 5 purchases (by % change to portfolio) were (MRK) Merck & Company Inc (added shares +0.05%), (BB) BlackBerry Ltd (added shares +2.45%), (GSK) GlaxoSmithKline PLC ADR (added shares +11.56%), (AGO) ASSURED GUARANTY LTD (added shares +17.95%) and (MBI) MBIA Inc (added shares +5.85%).
In the 2017 Q4 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -2.27%), (BP) BP PLC-SPONS ADR (reduced shares -0.05%), (NYT) New York Times Company (reduced shares -6.61%), (MRK) Merck & Company Inc (added shares +0.05%) and (BB) BlackBerry Ltd (added shares +2.45%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Bank of America Corp
|
+36.14%
|
$29.52
|
+114.35%($63.28)
|
0.13%
|
2013 Q2 or earlier
|
≈ 4.75+ years
|
||||
|
|
IDT Corp
|
+18.51%
|
$10.60
|
+526.84%($66.44)
|
1.07%
|
2013 Q2 or earlier
|
≈ 4.75+ years
|
||||
|
|
ASSURED GUARANTY LTD
|
+17.95%
|
$33.87
|
+147.18%($83.72)
|
5.65%
|
2017 Q1
|
≈ 1.00 year
|
||||
|
|
GlaxoSmithKline PLC ADR
|
+11.56%
|
$44.34
|
+16.43%($51.62)
|
6.35%
|
2014 Q3
|
≈ 3.50 years
|
||||
|
|
Patterson-UTI Energy Inc
|
+8.17%
|
$23.01
|
-55.74%($10.18)
|
5.03%
|
2013 Q2 or earlier
|
≈ 4.75+ years
|
||||
|
|
MBIA Inc
|
+5.85%
|
$7.32
|
-28.01%($5.27)
|
5.28%
|
2013 Q2 or earlier
|
≈ 4.75+ years
|
||||
|
|
Navient Corp
|
+2.56%
|
$13.33
|
-29.86%($9.35)
|
0.11%
|
2014 Q2
|
≈ 3.75 years
|
||||
|
|
BlackBerry Ltd
|
+2.45%
|
$11.17
|
-20.37%($8.90)
|
7.98%
|
2013 Q3
|
≈ 4.50 years
|
||||
|
|
Novartis AG ADR
|
+1.78%
|
$83.96
|
+82.87%($153.54)
|
0.35%
|
2013 Q2 or earlier
|
≈ 4.75+ years
|
||||
|
|
Exxon Mobil Corp
|
+1.49%
|
$83.64
|
+84.54%($154.35)
|
0.22%
|
2013 Q2 or earlier
|
≈ 4.75+ 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.