Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $797.58M≈ (-$2M≈)
- Previous value:
- $799.87M≈
- # of changes:
- 38
- New positions:
- 4
- Reported for:
- 30 Sep 2019 (Q3)
- Latest filing date:
- 05 Nov 2019
Kahn Brothers Group has disclosed a total of 38 changes to the portfolio in the (2019 Q3) SEC report(s): increased the number of shares of 20, bought 4 totally new and decreased the number of shares of 14 position(s).
What stocks did Kahn Brothers Group buy in 2019 Q3?
During 2019 Q3 Kahn Brothers Group has bought 24 securities out of which top 5 purchases (by % change to portfolio) were (AGO) ASSURED GUARANTY LTD (added shares +0.53%), (FLG) Flagstar Financial, Inc (added shares +1.39%), (GSK) GlaxoSmithKline PLC ADR (added shares +0.97%), (BP) BP PLC-SPONS ADR (added shares +0.09%) and (BMY) Bristol-Myers Squibb Company (added shares +5.35%).
In the 2019 Q3 report(s) the following changes have been made to the top investments: (MRK) Merck & Company Inc (reduced shares -81.05%), (C) Citigroup Inc (reduced shares -3.81%), (AGO) ASSURED GUARANTY LTD (added shares +0.53%), (FLG) Flagstar Financial, Inc (added shares +1.39%) and (GSK) GlaxoSmithKline PLC ADR (added shares +0.97%).
38 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Apple Inc
|
new
|
$55.99
|
+453.27%($309.79)
|
0.01%
|
2019 Q3
|
≈ 0.25 years
|
||||
|
|
KeyCorp
|
new
|
$17.84
|
+30.44%($23.27)
|
0.03%
|
2019 Q3
|
≈ 0.25 years
|
||||
|
|
PepsiCo Inc
|
new
|
$137.10
|
+1.09%($138.60)
|
0.04%
|
2019 Q3
|
≈ 0.25 years
|
||||
|
|
Peyto Exploration&Development Corp
|
new
|
$2.52
|
+611.06%($17.94)
|
0.01%
|
2019 Q3
|
≈ 0.25 years
|
||||
|
|
VIEWRAY INC
|
+202.04%
|
$2.90
|
-100.00%($0.00)
|
0.12%
|
2019 Q2
|
≈ 0.50 years
|
||||
|
|
Verizon Communications Inc
|
+160.21%
|
$60.36
|
-22.26%($46.92)
|
0.16%
|
2019 Q2
|
≈ 0.50 years
|
||||
|
|
Patterson-UTI Energy Inc
|
+37.26%
|
$8.55
|
+19.12%($10.18)
|
2.90%
|
2013 Q2 or earlier
|
≈ 6.50+ years
|
||||
|
|
Bank of America Corp
|
+24.95%
|
$29.20
|
+116.67%($63.28)
|
0.07%
|
2013 Q2 or earlier
|
≈ 6.50+ years
|
||||
|
|
AT&T Inc
|
+22.06%
|
$37.84
|
-38.05%($23.44)
|
0.09%
|
2013 Q2 or earlier
|
≈ 6.50+ years
|
||||
|
|
Comcast Corp
|
+14.11%
|
$45.08
|
-45.00%($24.80)
|
0.04%
|
2013 Q2 or earlier
|
≈ 6.50+ 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.