Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $641.74M≈ (-$101M≈)
- Previous value:
- $742.71M≈
- # of changes:
- 32
- New positions:
- 2
- Reported for:
- 30 Sep 2022 (Q3)
- Latest filing date:
- 15 Nov 2022
Kahn Brothers Group has disclosed a total of 32 changes to the portfolio in the (2022 Q3) SEC report(s): increased the number of shares of 7, bought 2 totally new, decreased the number of shares of 21 and completely sold out 2 position(s).
What stocks did Kahn Brothers Group buy in 2022 Q3?
During 2022 Q3 Kahn Brothers Group has bought 9 securities out of which top 5 purchases (by % change to portfolio) were (FLG) Flagstar Financial, Inc (added shares +1.97%), (C) Citigroup Inc (added shares +4.31%), (GSK) GlaxoSmithKline PLC ADR (added shares +13.98%), (VOXX) VOXX International Corp (added shares +9.95%) and (HLN) Haleon plc (new buy).
What did Kahn Brothers Group invest in during 2022 Q3?
In the 2022 Q3 report(s) the following changes have been made to the top investments: (BMY) Bristol-Myers Squibb Company (reduced shares -0.51%), (BP) BP PLC-SPONS ADR (reduced shares -1.24%), (AGO) ASSURED GUARANTY LTD (reduced shares -4.01%), (MRK) Merck & Company Inc (reduced shares -2.11%) and (PTEN) Patterson-UTI Energy Inc (reduced shares -3.90%).
32 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Glacier Bancorp Inc
|
new
|
+4,320
|
4,320
|
+0.03%
|
$49.07
|
+2.01%($50.06)
|
0.03%
|
2022 Q3
|
≈ 0.25 years
|
|
|
|
Haleon plc
|
new
|
+1,442,550
|
1,442,550
|
+1.37%
|
$6.09
|
+61.32%($9.82)
|
1.37%
|
2022 Q3
|
≈ 0.25 years
|
|
|
|
Navient Corp
|
+17.18%
|
+4,000
|
27,286
|
+0.01%
|
$14.69
|
-40.27%($8.78)
|
0.06%
|
2014 Q2
|
≈ 8.50 years
|
|
|
|
GlaxoSmithKline PLC ADR
|
+13.98%
|
+160,011
|
1,304,939
|
+0.73%
|
$29.43
|
+74.14%($51.25)
|
5.98%
|
2014 Q3
|
≈ 8.25 years
|
|
|
|
VOXX International Corp
|
+9.95%
|
+266,160
|
2,942,172
|
+0.32%
|
$7.61
|
|
3.49%
|
2013 Q2 or earlier
|
≈ 9.50+ years
|
|
|
|
Citigroup Inc
|
+4.31%
|
+47,993
|
1,162,791
|
+0.31%
|
$41.67
|
+216.68%($131.96)
|
7.55%
|
2013 Q2 or earlier
|
≈ 9.50+ years
|
|
|
|
Flagstar Financial, Inc
|
+1.97%
|
+114,738
|
5,937,115
|
+0.15%
|
$8.53
|
+67.35%($14.28)
|
7.89%
|
2013 Q2 or earlier
|
≈ 9.50+ years
|
|
|
|
VIEWRAY INC
|
+1.85%
|
+30,000
|
1,653,417
|
+0.02%
|
$3.64
|
-100.00%($0.00)
|
0.94%
|
2019 Q2
|
≈ 3.50 years
|
|
|
|
Rafael Holdings, Inc
|
+0.53%
|
+1,499
|
282,164
|
+0%
|
$1.80
|
+5.57%($1.90)
|
0.08%
|
2018 Q1
|
≈ 4.75 years
|
|
|
|
IDT Corp
|
-0.07%
|
-337
|
467,829
|
-0%
|
$24.83
|
+170.72%($67.22)
|
1.81%
|
2013 Q2 or earlier
|
≈ 9.50+ 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.