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Thomas Graham, Alan, Irving Kahns

Kahn Brothers Group

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group Holdings Activity

Portfolio value:
$646.07M≈ (+$73M≈)
Previous value:
$573.28M≈
# of changes:
25
New positions:
0
Reported for:
31 Mar 2021 (Q1)
Latest filing date:
07 May 2021
Kahn Brothers Group has disclosed a total of 25 changes to the portfolio in the (2021 Q1) SEC report(s): increased the number of shares of 4 and decreased the number of shares of 21 position(s).

What stocks did Kahn Brothers Group buy in 2021 Q1?

During 2021 Q1 Kahn Brothers Group has purchased 4 securities: (C) Citigroup Inc (added shares +1.73%), (FLG) Flagstar Financial, Inc (added shares +4.28%), (BP) BP PLC-SPONS ADR (added shares +4.76%) and (TPHS) Trinity Place Holdings Inc (added shares +0.93%).

What did Kahn Brothers Group invest in during 2021 Q1?

Kahn Brothers Group's top 5 holdings (by % of portfolio) were (AGO) ASSURED GUARANTY LTD (9.58%), (C) Citigroup Inc (9.36%), (FLG) Flagstar Financial, Inc (8.79%), (MRK) Merck & Company Inc (8.43%) and (BMY) Bristol-Myers Squibb Company (8.27%).
In the 2021 Q1 report(s) the following changes have been made to the top investments: (AGO) ASSURED GUARANTY LTD (reduced shares -3.06%), (C) Citigroup Inc (added shares +1.73%), (FLG) Flagstar Financial, Inc (added shares +4.28%), (MRK) Merck & Company Inc (reduced shares -3.31%) and (BMY) Bristol-Myers Squibb Company (reduced shares -2.07%).
* 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.