Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $546.73M≈ (-$278M≈)
- Previous value:
- $824.73M≈
- # of changes:
- 36
- New positions:
- 1
- Reported for:
- 31 Mar 2020 (Q1)
- Latest filing date:
- 11 May 2020
Kahn Brothers Group has disclosed a total of 36 changes to the portfolio in the (2020 Q1) SEC report(s): increased the number of shares of 8, bought 1 totally new and decreased the number of shares of 27 position(s).
What stocks did Kahn Brothers Group buy in 2020 Q1?
During 2020 Q1 Kahn Brothers Group has bought 9 securities out of which top 5 purchases (by % change to portfolio) were (BP) BP PLC-SPONS ADR (added shares +0.29%), (BB) BlackBerry Ltd (added shares +0.13%), (PTEN) Patterson-UTI Energy Inc (added shares +16.38%), (VRAYQ) VIEWRAY INC (added shares +13.49%) and (BRK-B) Berkshire Hathaway Inc (added shares +0.76%).
What did Kahn Brothers Group invest in during 2020 Q1?
In the 2020 Q1 report(s) the following changes have been made to the top investments: (MRK) Merck & Company Inc (reduced shares -0.83%), (GSK) GlaxoSmithKline PLC ADR (reduced shares -2.77%), (BMY) Bristol-Myers Squibb Company (reduced shares -2.61%), (FLG) Flagstar Financial, Inc (reduced shares -2.93%) and (BP) BP PLC-SPONS ADR (added shares +0.29%).
36 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
JPMorgan Chase & Co
|
new
|
$90.03
|
+291.06%($352.07)
|
0.06%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
Navient Corp
|
+84.84%
|
$7.58
|
+16.82%($8.86)
|
0.04%
|
2014 Q2
|
≈ 6.00 years
|
||||
|
|
Windrock Land Company
|
+33.33%
|
$234.00
|
|
0.05%
|
2019 Q2
|
≈ 1.00 year
|
||||
|
|
Patterson-UTI Energy Inc
|
+16.38%
|
$2.35
|
+331.91%($10.15)
|
1.30%
|
2013 Q2 or earlier
|
≈ 7.00+ years
|
||||
|
|
VIEWRAY INC
|
+13.49%
|
$2.50
|
-100.00%($0.00)
|
0.28%
|
2019 Q2
|
≈ 1.00 year
|
||||
|
|
Berkshire Hathaway Inc
|
+0.76%
|
$182.83
|
+180.26%($512.40)
|
0.11%
|
2019 Q2
|
≈ 1.00 year
|
||||
|
|
BP PLC-SPONS ADR
|
+0.29%
|
$24.39
|
+81.86%($44.36)
|
7.26%
|
2013 Q2 or earlier
|
≈ 7.00+ years
|
||||
|
|
BlackBerry Ltd
|
+0.13%
|
$4.13
|
+108.23%($8.60)
|
4.40%
|
2013 Q3
|
≈ 6.75 years
|
||||
|
|
Bank of America Corp
|
+0.11%
|
$21.23
|
+192.49%($62.10)
|
0.07%
|
2013 Q2 or earlier
|
≈ 7.00+ years
|
||||
|
|
IDW Media Holdings Inc
|
-0.41%
|
$5.05
|
+544.55%($32.55)
|
0.09%
|
2015 Q3
|
≈ 4.75 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.