Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $651.15M≈ (+$23M≈)
- Previous value:
- $628.43M≈
- # of changes:
- 26
- New positions:
- 0
- Reported for:
- 30 Sep 2018 (Q3)
- Latest filing date:
- 30 Oct 2018
Kahn Brothers Group has disclosed a total of 26 changes to the portfolio in the (2018 Q3) SEC report(s): increased the number of shares of 7 and decreased the number of shares of 19 position(s).
What stocks did Kahn Brothers Group buy in 2018 Q3?
During 2018 Q3 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 +0.99%), (AGO) ASSURED GUARANTY LTD (added shares +1.06%), (GSK) GlaxoSmithKline PLC ADR (added shares +0.40%), (FLG) Flagstar Financial, Inc (added shares +29.29%) and (VOXX) VOXX International Corp (added shares +4.27%).
In the 2018 Q3 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -1.11%), (BP) BP PLC-SPONS ADR (added shares +0.99%), (MRK) Merck & Company Inc (reduced shares -1.15%), (AGO) ASSURED GUARANTY LTD (added shares +1.06%) and (BB) BlackBerry Ltd (reduced shares -0.78%).
26 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
|
+29.29%
|
$10.37
|
+39.15%($14.43)
|
6.29%
|
2013 Q2 or earlier
|
≈ 5.50+ years
|
||||
|
|
NAM TAI ELECTRONICS INC-W/I
|
+21.37%
|
$8.51
|
-49.46%($4.30)
|
2.88%
|
2013 Q2 or earlier
|
≈ 5.50+ years
|
||||
|
|
VOXX International Corp
|
+4.27%
|
$5.20
|
|
3.03%
|
2013 Q2 or earlier
|
≈ 5.50+ years
|
||||
|
|
ASSURED GUARANTY LTD
|
+1.06%
|
$42.23
|
+98.25%($83.72)
|
8.24%
|
2017 Q1
|
≈ 1.75 years
|
||||
|
|
BP PLC-SPONS ADR
|
+0.99%
|
$46.10
|
-7.59%($42.60)
|
9.94%
|
2013 Q2 or earlier
|
≈ 5.50+ years
|
||||
|
|
AT&T Inc
|
+0.66%
|
$33.58
|
-30.20%($23.44)
|
0.07%
|
2013 Q2 or earlier
|
≈ 5.50+ years
|
||||
|
|
GlaxoSmithKline PLC ADR
|
+0.40%
|
$50.21
|
+2.80%($51.62)
|
7.66%
|
2014 Q3
|
≈ 4.25 years
|
||||
|
|
Rafael Holdings, Inc
|
-0.38%
|
$8.40
|
-76.55%($1.97)
|
0.41%
|
2018 Q1
|
≈ 0.75 years
|
||||
|
|
IDT Corp
|
-0.38%
|
$5.34
|
+1,144.29%($66.44)
|
0.52%
|
2013 Q2 or earlier
|
≈ 5.50+ years
|
||||
|
|
Trinity Place Holdings Inc
|
-0.39%
|
$6.09
|
-99.66%($0.02)
|
0.90%
|
2013 Q2 or earlier
|
≈ 5.50+ 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.