Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $554.66M≈ (-$96M≈)
- Previous value:
- $651.15M≈
- # of changes:
- 26
- New positions:
- 0
- Reported for:
- 31 Dec 2018 (Q4)
- Latest filing date:
- 29 Jan 2019
Kahn Brothers Group has disclosed a total of 26 changes to the portfolio in the (2018 Q4) SEC report(s): increased the number of shares of 6 and decreased the number of shares of 20 position(s).
What stocks did Kahn Brothers Group buy in 2018 Q4?
During 2018 Q4 Kahn Brothers Group has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (C) Citigroup Inc (added shares +1.94%), (GSK) GlaxoSmithKline PLC ADR (added shares +1.56%), (FLG) Flagstar Financial, Inc (added shares +9.50%), (BB) BlackBerry Ltd (added shares +0.32%) and (PTEN) Patterson-UTI Energy Inc (added shares +17.33%).
In the 2018 Q4 report(s) the following changes have been made to the top investments: (MRK) Merck & Company Inc (reduced shares -0.90%), (BP) BP PLC-SPONS ADR (reduced shares -0.29%), (C) Citigroup Inc (added shares +1.94%), (AGO) ASSURED GUARANTY LTD (reduced shares -0.75%) and (GSK) GlaxoSmithKline PLC ADR (added shares +1.56%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Exxon Mobil Corp
|
+18.54%
|
$68.19
|
+126.35%($154.35)
|
0.24%
|
2013 Q2 or earlier
|
≈ 5.75+ years
|
||||
|
|
Patterson-UTI Energy Inc
|
+17.33%
|
$10.35
|
-1.59%($10.18)
|
3.00%
|
2013 Q2 or earlier
|
≈ 5.75+ years
|
||||
|
|
Flagstar Financial, Inc
|
+9.50%
|
$9.41
|
+53.35%($14.43)
|
7.34%
|
2013 Q2 or earlier
|
≈ 5.75+ years
|
||||
|
|
Citigroup Inc
|
+1.94%
|
$52.06
|
+163.08%($136.96)
|
8.89%
|
2013 Q2 or earlier
|
≈ 5.75+ years
|
||||
|
|
GlaxoSmithKline PLC ADR
|
+1.56%
|
$47.76
|
+8.08%($51.62)
|
8.69%
|
2014 Q3
|
≈ 4.50 years
|
||||
|
|
BlackBerry Ltd
|
+0.32%
|
$7.11
|
+25.11%($8.90)
|
5.88%
|
2013 Q3
|
≈ 5.50 years
|
||||
|
|
Rafael Holdings, Inc
|
-0.20%
|
$7.93
|
-75.16%($1.97)
|
0.45%
|
2018 Q1
|
≈ 1.00 year
|
||||
|
|
IDT Corp
|
-0.20%
|
$6.19
|
+973.42%($66.44)
|
0.71%
|
2013 Q2 or earlier
|
≈ 5.75+ years
|
||||
|
|
AT&T Inc
|
-0.24%
|
$28.54
|
-17.87%($23.44)
|
0.07%
|
2013 Q2 or earlier
|
≈ 5.75+ years
|
||||
|
|
IDW Media Holdings Inc
|
-0.25%
|
$34.74
|
-6.30%($32.55)
|
0.47%
|
2015 Q3
|
≈ 3.50 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.