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Thomas Graham, Alan, Irving Kahns

Kahn Brothers Group

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group Holdings Activity

Portfolio value:
$694.72M≈ (-$65M≈)
Previous value:
$759.63M≈
# of changes:
33
New positions:
0
Reported for:
31 Mar 2023 (Q1)
Latest filing date:
12 May 2023
Kahn Brothers Group has disclosed a total of 33 changes to the portfolio in the (2023 Q1) SEC report(s): increased the number of shares of 4 and decreased the number of shares of 29 position(s).

What stocks did Kahn Brothers Group buy in 2023 Q1?

During 2023 Q1 Kahn Brothers Group has purchased 4 securities: (FLG) Flagstar Financial, Inc (added shares +7.15%), (C) Citigroup Inc (added shares +4.20%), (GSK) GlaxoSmithKline PLC ADR (added shares +4.12%) and (JPM) JPMorgan Chase & Co (added shares +36.04%).

What did Kahn Brothers Group invest in during 2023 Q1?

Kahn Brothers Group's top 5 holdings (by % of portfolio) were (BP) BP PLC-SPONS ADR (10.70%), (MRK) Merck & Company Inc (10.29%), (BMY) Bristol-Myers Squibb Company (8.98%), (FLG) Flagstar Financial, Inc (8.31%) and (AGO) ASSURED GUARANTY LTD (8.28%).
In the 2023 Q1 report(s) the following changes have been made to the top investments: (BP) BP PLC-SPONS ADR (reduced shares -9.49%), (MRK) Merck & Company Inc (reduced shares -1.49%), (BMY) Bristol-Myers Squibb Company (reduced shares -1.47%), (FLG) Flagstar Financial, Inc (added shares +7.15%) and (AGO) ASSURED GUARANTY LTD (reduced shares -7.09%).
* 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.