Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $628.43M≈ (+$678K≈)
- Previous value:
- $627.75M≈
- # of changes:
- 27
- New positions:
- 0
- Reported for:
- 30 Jun 2018 (Q2)
- Latest filing date:
- 06 Aug 2018
Kahn Brothers Group has disclosed a total of 27 changes to the portfolio in the (2018 Q2) SEC report(s): increased the number of shares of 10 and decreased the number of shares of 17 position(s).
What stocks did Kahn Brothers Group buy in 2018 Q2?
During 2018 Q2 Kahn Brothers Group has bought 10 securities out of which top 5 purchases (by % change to portfolio) were (GSK) GlaxoSmithKline PLC ADR (added shares +0.48%), (AGO) ASSURED GUARANTY LTD (added shares +1.42%), (BB) BlackBerry Ltd (added shares +3.23%), (FLG) Flagstar Financial, Inc (added shares +38.71%) and (PTEN) Patterson-UTI Energy Inc (added shares +1.51%).
In the 2018 Q2 report(s) the following changes have been made to the top investments: (BP) BP PLC-SPONS ADR (reduced shares -1.14%), (C) Citigroup Inc (reduced shares -0.95%), (MRK) Merck & Company Inc (reduced shares -0.81%), (GSK) GlaxoSmithKline PLC ADR (added shares +0.48%) and (NYT) New York Times Company (reduced shares -20.40%).
27 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Flagstar Financial, Inc
|
+38.71%
|
$11.25
|
+28.22%($14.43)
|
5.47%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
AT&T Inc
|
+11.36%
|
$32.11
|
-27.00%($23.44)
|
0.06%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
Novartis AG ADR
|
+5.45%
|
$75.54
|
+103.26%($153.54)
|
0.28%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
Comcast Corp
|
+3.36%
|
$32.81
|
-24.43%($24.80)
|
0.05%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
BlackBerry Ltd
|
+3.23%
|
$9.65
|
-7.82%($8.90)
|
7.08%
|
2013 Q3
|
≈ 5.00 years
|
||||
|
|
Old Republic International Corp
|
+1.88%
|
$19.91
|
+117.63%($43.33)
|
0.15%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
Patterson-UTI Energy Inc
|
+1.51%
|
$18.00
|
-43.42%($10.18)
|
3.97%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
ASSURED GUARANTY LTD
|
+1.42%
|
$35.73
|
+134.31%($83.72)
|
7.15%
|
2017 Q1
|
≈ 1.50 years
|
||||
|
|
Bristol-Myers Squibb Company
|
+1.01%
|
$55.34
|
+19.64%($66.21)
|
0.18%
|
2013 Q2 or earlier
|
≈ 5.25+ years
|
||||
|
|
GlaxoSmithKline PLC ADR
|
+0.48%
|
$50.39
|
+2.45%($51.62)
|
7.93%
|
2014 Q3
|
≈ 4.00 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.