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Thomas Graham, Alan, Irving Kahns

Kahn Brothers Group

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group Holdings Activity

Portfolio value:
$799.87M≈ (+$160M≈)
Previous value:
$640.04M≈
# of changes:
44
New positions:
13
Reported for:
30 Jun 2019 (Q2)
Latest filing date:
05 Aug 2019
Kahn Brothers Group has disclosed a total of 44 changes to the portfolio in the (2019 Q2) SEC report(s): increased the number of shares of 27, bought 13 totally new, decreased the number of shares of 3 and completely sold out 1 position(s).

What stocks did Kahn Brothers Group buy in 2019 Q2?

During 2019 Q2 Kahn Brothers Group has bought 40 securities out of which top 5 purchases (by % change to portfolio) were (MRK) Merck & Company Inc (added shares +1,183.53%), (C) Citigroup Inc (added shares +19.84%), (BP) BP PLC-SPONS ADR (added shares +22.11%), (AGO) ASSURED GUARANTY LTD (added shares +26.38%) and (GSK) GlaxoSmithKline PLC ADR (added shares +25.73%).

What did Kahn Brothers Group invest in during 2019 Q2?

Kahn Brothers Group's top 5 holdings (by % of portfolio) were (MRK) Merck & Company Inc (11.19%), (C) Citigroup Inc (9.66%), (BP) BP PLC-SPONS ADR (8.73%), (AGO) ASSURED GUARANTY LTD (8.24%) and (GSK) GlaxoSmithKline PLC ADR (8.03%).
In the 2019 Q2 report(s) the following changes have been made to the top investments: (MRK) Merck & Company Inc (added shares +1,183.53%), (C) Citigroup Inc (added shares +19.84%), (BP) BP PLC-SPONS ADR (added shares +22.11%), (AGO) ASSURED GUARANTY LTD (added shares +26.38%) and (GSK) GlaxoSmithKline PLC ADR (added shares +25.73%).
* 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.