Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $787.55M≈ (+$60M≈)
- Previous value:
- $728.03M≈
- # of changes:
- 34
- New positions:
- 4
- Reported for:
- 31 Mar 2022 (Q1)
- Latest filing date:
- 02 May 2022
Kahn Brothers Group has disclosed a total of 34 changes to the portfolio in the (2022 Q1) SEC report(s): increased the number of shares of 8, bought 4 totally new, decreased the number of shares of 21 and completely sold out 1 position(s).
What stocks did Kahn Brothers Group buy in 2022 Q1?
During 2022 Q1 Kahn Brothers Group has bought 12 securities out of which top 5 purchases (by % change to portfolio) were (BMY) Bristol-Myers Squibb Company (added shares +0.45%), (PFE) Pfizer Inc (added shares +2.36%), (FLG) Flagstar Financial, Inc (added shares +1.35%), (C) Citigroup Inc (added shares +8.77%) and (VOXX) VOXX International Corp (added shares +15.00%).
In the 2022 Q1 report(s) the following changes have been made to the top investments: (PTEN) Patterson-UTI Energy Inc (reduced shares -2.71%), (AGO) ASSURED GUARANTY LTD (reduced shares -7.82%), (MBI) MBIA Inc (reduced shares -3.01%), (BMY) Bristol-Myers Squibb Company (added shares +0.45%) and (BP) BP PLC-SPONS ADR (reduced shares -1.39%).
34 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alcon AG
|
new
|
+3,175
|
3,175
|
+0.03%
|
$80.00
|
-12.80%($69.76)
|
0.03%
|
2022 Q1
|
≈ 0.25 years
|
|
|
|
Northrim BanCorp Inc
|
new
|
+4,736
|
4,736
|
+0.03%
|
$43.50
|
-37.54%($27.17)
|
0.03%
|
2022 Q1
|
≈ 0.25 years
|
|
|
|
Procter & Gamble Company
|
new
|
+1,600
|
1,600
|
+0.03%
|
$150.00
|
-3.11%($145.33)
|
0.03%
|
2022 Q1
|
≈ 0.25 years
|
|
|
|
Webster Financial Corp
|
new
|
+122,196
|
122,196
|
+0.87%
|
$56.12
|
+38.56%($77.76)
|
0.87%
|
2022 Q1
|
≈ 0.25 years
|
|
|
|
NAM TAI ELECTRONICS INC-W/I
|
+125.86%
|
+47,700
|
85,600
|
+0.04%
|
$6.25
|
-31.20%($4.30)
|
0.07%
|
2013 Q2 or earlier
|
≈ 9.00+ years
|
|
|
|
VIEWRAY INC
|
+27.46%
|
+252,662
|
1,172,862
|
+0.13%
|
$3.92
|
-100.00%($0.00)
|
0.58%
|
2019 Q2
|
≈ 3.00 years
|
|
|
|
Navient Corp
|
+19.32%
|
+4,500
|
27,786
|
+0.01%
|
$17.04
|
-48.50%($8.78)
|
0.06%
|
2014 Q2
|
≈ 8.00 years
|
|
|
|
VOXX International Corp
|
+15.00%
|
+303,411
|
2,326,470
|
+0.38%
|
$9.97
|
|
2.95%
|
2013 Q2 or earlier
|
≈ 9.00+ years
|
|
|
|
Citigroup Inc
|
+8.77%
|
+78,359
|
972,147
|
+0.53%
|
$53.40
|
+147.12%($131.96)
|
6.59%
|
2013 Q2 or earlier
|
≈ 9.00+ years
|
|
|
|
Pfizer Inc
|
+2.36%
|
+24,054
|
1,041,982
|
+0.16%
|
$51.77
|
-51.82%($24.94)
|
6.85%
|
2013 Q2 or earlier
|
≈ 9.00+ 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.