Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $682.06M≈ (-$13M≈)
- Previous value:
- $694.72M≈
- # of changes:
- 30
- New positions:
- 0
- Reported for:
- 30 Jun 2023 (Q2)
- Latest filing date:
- 09 Aug 2023
Kahn Brothers Group has disclosed a total of 30 changes to the portfolio in the (2023 Q2) SEC report(s): increased the number of shares of 4, decreased the number of shares of 24 and completely sold out 2 position(s).
What did Kahn Brothers Group invest in during 2023 Q2?
In the 2023 Q2 report(s) the following changes have been made to the top investments: (MRK) Merck & Company Inc (reduced shares -3.41%), (FLG) Flagstar Financial, Inc (reduced shares -0.57%), (BP) BP PLC-SPONS ADR (reduced shares -5.99%), (BMY) Bristol-Myers Squibb Company (reduced shares -3.25%) and (AGO) ASSURED GUARANTY LTD (reduced shares -9.20%).
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
|
+26.39%
|
+427,750
|
2,048,547
|
+0.02%
|
$0.35
|
-99.97%($0.00)
|
0.11%
|
2019 Q2
|
≈ 4.25 years
|
|
|
|
Pfizer Inc
|
+3.54%
|
+36,429
|
1,066,091
|
+0.2%
|
$36.68
|
-31.57%($25.10)
|
5.73%
|
2013 Q2 or earlier
|
≈ 10.25+ years
|
|
|
|
MBIA Inc
|
+2.20%
|
+103,933
|
4,838,495
|
+0.13%
|
$8.64
|
-39.81%($5.20)
|
6.13%
|
2013 Q2 or earlier
|
≈ 10.25+ years
|
|
|
|
Verizon Communications Inc
|
+0.23%
|
+31
|
13,335
|
+0%
|
$37.15
|
+25.20%($46.52)
|
0.07%
|
2019 Q2
|
≈ 4.25 years
|
|
|
|
NAM TAI ELECTRONICS INC-W/I
|
-0.12%
|
-100
|
85,890
|
-0%
|
$5.50
|
-21.75%($4.30)
|
0.07%
|
2022 Q4
|
≈ 0.75 years
|
|
|
|
BlackBerry Ltd
|
-0.47%
|
-6,700
|
1,406,245
|
-0.01%
|
$5.53
|
+55.79%($8.62)
|
1.14%
|
2013 Q3
|
≈ 10.00 years
|
|
|
|
Flagstar Financial, Inc
|
-0.57%
|
-36,472
|
6,352,672
|
-0.06%
|
$11.24
|
+27.18%($14.30)
|
10.47%
|
2013 Q2 or earlier
|
≈ 10.25+ years
|
|
|
|
Citigroup Inc
|
-0.88%
|
-10,747
|
1,206,806
|
-0.07%
|
$46.04
|
+189.18%($133.14)
|
8.15%
|
2013 Q2 or earlier
|
≈ 10.25+ years
|
|
|
|
GlaxoSmithKline PLC ADR
|
-1.10%
|
-14,018
|
1,263,458
|
-0.07%
|
$35.64
|
+45.41%($51.82)
|
6.60%
|
2014 Q3
|
≈ 9.00 years
|
|
|
|
Rafael Holdings, Inc
|
-1.54%
|
-4,298
|
275,236
|
-0%
|
$2.09
|
-7.63%($1.93)
|
0.08%
|
2018 Q1
|
≈ 5.50 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.