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Thomas Graham, Alan, Irving Kahns

Kahn Brothers Group

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group Holdings Activity

Portfolio value:
$640.04M≈ (+$85M≈)
Previous value:
$554.66M≈
# of changes:
28
New positions:
1
Reported for:
31 Mar 2019 (Q1)
Latest filing date:
06 May 2019
Kahn Brothers Group has disclosed a total of 28 changes to the portfolio in the (2019 Q1) SEC report(s): increased the number of shares of 3, bought 1 totally new and decreased the number of shares of 24 position(s).

What stocks did Kahn Brothers Group buy in 2019 Q1?

During 2019 Q1 Kahn Brothers Group has purchased 4 securities: (GSK) GlaxoSmithKline PLC ADR (added shares +1.24%), (BMY) Bristol-Myers Squibb Company (added shares +2,428.07%), (PTEN) Patterson-UTI Energy Inc (added shares +6.30%) and (CWEGF) Crew Energy Inc (new buy).

What did Kahn Brothers Group invest in during 2019 Q1?

Kahn Brothers Group's top 5 holdings (by % of portfolio) were (MRK) Merck & Company Inc (10.80%), (BP) BP PLC-SPONS ADR (9.37%), (C) Citigroup Inc (8.95%), (AGO) ASSURED GUARANTY LTD (8.60%) and (GSK) GlaxoSmithKline PLC ADR (8.33%).
In the 2019 Q1 report(s) the following changes have been made to the top investments: (MRK) Merck & Company Inc (reduced shares -5.39%), (BP) BP PLC-SPONS ADR (reduced shares -2.02%), (C) Citigroup Inc (reduced shares -2.79%), (AGO) ASSURED GUARANTY LTD (reduced shares -1.75%) and (GSK) GlaxoSmithKline PLC ADR (added shares +1.24%).
* 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.