Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $759.63M≈ (+$118M≈)
- Previous value:
- $641.74M≈
- # of changes:
- 36
- New positions:
- 1
- Reported for:
- 31 Dec 2022 (Q4)
- Latest filing date:
- 15 Feb 2023
Kahn Brothers Group has disclosed a total of 36 changes to the portfolio in the (2022 Q4) SEC report(s): increased the number of shares of 17, bought 1 totally new, decreased the number of shares of 17 and completely sold out 1 position(s).
What stocks did Kahn Brothers Group buy in 2022 Q4?
During 2022 Q4 Kahn Brothers Group has bought 18 securities out of which top 5 purchases (by % change to portfolio) were (MBI) MBIA Inc (added shares +0.14%), (C) Citigroup Inc (added shares +0.49%), (FLG) Flagstar Financial, Inc (added shares +0.43%), (SEB) Seaboard Corp (added shares +0.99%) and (VOXX) VOXX International Corp (added shares +2.47%).
What did Kahn Brothers Group invest in during 2022 Q4?
In the 2022 Q4 report(s) the following changes have been made to the top investments: (AGO) ASSURED GUARANTY LTD (reduced shares -1.70%), (MRK) Merck & Company Inc (reduced shares -0.36%), (BP) BP PLC-SPONS ADR (reduced shares -0.38%), (PTEN) Patterson-UTI Energy Inc (reduced shares -2.86%) and (BMY) Bristol-Myers Squibb Company (reduced shares -1.09%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
NAM TAI ELECTRONICS INC-W/I
|
new
|
+87,300
|
87,300
|
+0.02%
|
$1.33
|
+223.61%($4.30)
|
0.02%
|
2022 Q4
|
≈ 0.25 years
|
|
|
|
Bank of America Corp
|
+302.21%
|
+32,361
|
43,069
|
+0.14%
|
$33.11
|
+87.53%($62.10)
|
0.19%
|
2013 Q2 or earlier
|
≈ 9.75+ years
|
|
|
|
Crew Energy Inc
|
+207.37%
|
+190,780
|
282,780
|
+0.1%
|
$4.16
|
|
0.15%
|
2019 Q1
|
≈ 4.00 years
|
|
|
|
Peyto Exploration&Development Corp
|
+50.88%
|
+17,807
|
52,807
|
+0.02%
|
$10.24
|
+78.53%($18.29)
|
0.07%
|
2019 Q3
|
≈ 3.50 years
|
|
|
|
Comcast Corp
|
+16.45%
|
+1,164
|
8,238
|
+0.01%
|
$34.91
|
-29.18%($24.72)
|
0.04%
|
2013 Q2 or earlier
|
≈ 9.75+ years
|
|
|
|
AT&T Inc
|
+3.43%
|
+575
|
17,329
|
+0%
|
$18.42
|
+27.19%($23.42)
|
0.04%
|
2013 Q2 or earlier
|
≈ 9.75+ years
|
|
|
|
Trinity Place Holdings Inc
|
+2.63%
|
+38,383
|
1,495,643
|
+0%
|
$0.74
|
-96.88%($0.02)
|
0.15%
|
2013 Q2 or earlier
|
≈ 9.75+ years
|
|
|
|
VOXX International Corp
|
+2.47%
|
+72,525
|
3,014,697
|
+0.08%
|
$8.38
|
|
3.33%
|
2013 Q2 or earlier
|
≈ 9.75+ years
|
|
|
|
Webster Financial Corp
|
+2.12%
|
+2,429
|
116,993
|
+0.02%
|
$47.34
|
+64.25%($77.76)
|
0.73%
|
2022 Q1
|
≈ 1.00 year
|
|
|
|
IDW Media Holdings Inc
|
+1.03%
|
+720
|
70,624
|
+0%
|
$0.93
|
+3,390.80%($32.55)
|
0.01%
|
2015 Q3
|
≈ 7.50 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.