Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $728.03M≈ (+$18M≈)
- Previous value:
- $710.35M≈
- # of changes:
- 30
- New positions:
- 0
- Reported for:
- 31 Dec 2021 (Q4)
- Latest filing date:
- 25 Jan 2022
Kahn Brothers Group has disclosed a total of 30 changes to the portfolio in the (2021 Q4) SEC report(s): increased the number of shares of 17 and decreased the number of shares of 13 position(s).
What stocks did Kahn Brothers Group buy in 2021 Q4?
During 2021 Q4 Kahn Brothers Group has bought 17 securities out of which top 5 purchases (by % change to portfolio) were (MBI) MBIA Inc (added shares +0.22%), (AGO) ASSURED GUARANTY LTD (added shares +0.24%), (GSK) GlaxoSmithKline PLC ADR (added shares +6.30%), (PFE) Pfizer Inc (added shares +3.77%) and (FLG) Flagstar Financial, Inc (added shares +1.74%).
In the 2021 Q4 report(s) the following changes have been made to the top investments: (MBI) MBIA Inc (added shares +0.22%), (AGO) ASSURED GUARANTY LTD (added shares +0.24%), (GSK) GlaxoSmithKline PLC ADR (added shares +6.30%), (PFE) Pfizer Inc (added shares +3.77%) and (BP) BP PLC-SPONS ADR (reduced shares -1.78%).
30 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
VIEWRAY INC
|
+63.40%
|
+357,045
|
920,200
|
+0.27%
|
$5.51
|
-100.00%($0.00)
|
0.70%
|
2019 Q2
|
≈ 2.75 years
|
|
|
|
Novartis AG ADR
|
+9.71%
|
+1,980
|
22,378
|
+0.02%
|
$87.47
|
+75.61%($153.61)
|
0.27%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
Trinity Place Holdings Inc
|
+8.96%
|
+121,163
|
1,473,462
|
+0.03%
|
$1.84
|
-98.74%($0.02)
|
0.37%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
Citigroup Inc
|
+7.31%
|
+60,852
|
893,788
|
+0.5%
|
$60.37
|
+118.84%($132.11)
|
7.41%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
GlaxoSmithKline PLC ADR
|
+6.30%
|
+68,168.8
|
1,150,855.2
|
+0.52%
|
$55.12
|
-6.99%($51.27)
|
8.71%
|
2014 Q3
|
≈ 7.50 years
|
|
|
|
Bristol-Myers Squibb Company
|
+5.48%
|
+47,873
|
921,603
|
+0.41%
|
$62.35
|
+4.03%($64.86)
|
7.89%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
Pfizer Inc
|
+3.77%
|
+36,940
|
1,017,928
|
+0.3%
|
$59.05
|
-57.76%($24.94)
|
8.26%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
VOXX International Corp
|
+3.57%
|
+69,749
|
2,023,059
|
+0.1%
|
$10.17
|
|
2.83%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
Flagstar Financial, Inc
|
+1.74%
|
+83,267
|
4,877,639
|
+0.14%
|
$12.21
|
+16.75%($14.26)
|
8.18%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
Zedge Inc
|
+0.68%
|
+834
|
123,179
|
+0%
|
$8.72
|
-64.96%($3.06)
|
0.15%
|
2016 Q2
|
≈ 5.75 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.