Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $640.94M≈ (-$41M≈)
- Previous value:
- $682.06M≈
- # of changes:
- 35
- New positions:
- 2
- Reported for:
- 30 Sep 2023 (Q3)
- Latest filing date:
- 13 Nov 2023
Kahn Brothers Group has disclosed a total of 35 changes to the portfolio in the (2023 Q3) SEC report(s): increased the number of shares of 7, bought 2 totally new, decreased the number of shares of 24 and completely sold out 2 position(s).
What stocks did Kahn Brothers Group buy in 2023 Q3?
During 2023 Q3 Kahn Brothers Group has bought 9 securities out of which top 5 purchases (by % change to portfolio) were (C) Citigroup Inc (added shares +0.74%), (GSK) GlaxoSmithKline PLC ADR (added shares +1.49%), (XOM) Exxon Mobil Corp (added shares +10.62%), (CSX) CSX Corp (new buy) and (BAC) Bank of America Corp (added shares +17.22%).
What did Kahn Brothers Group invest in during 2023 Q3?
In the 2023 Q3 report(s) the following changes have been made to the top investments: (FLG) Flagstar Financial, Inc (reduced shares -0.93%), (BP) BP PLC-SPONS ADR (reduced shares -3.74%), (MRK) Merck & Company Inc (reduced shares -1.52%), (AGO) ASSURED GUARANTY LTD (reduced shares -1.62%) and (PTEN) Patterson-UTI Energy Inc (reduced shares -5.10%).
35 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CSX Corp
|
new
|
+50,428
|
50,428
|
+0.24%
|
$30.76
|
+64.08%($50.46)
|
0.24%
|
2023 Q3
|
≈ 0.25 years
|
|
|
|
STET TAX ADVANTAGED INC-Y
|
new
|
+6,600
|
6,600
|
+0.06%
|
$60.30
|
-85.22%($8.91)
|
0.06%
|
2023 Q3
|
≈ 0.25 years
|
|
|
|
Comcast Corp
|
+324.93%
|
+4,796
|
6,272
|
+0.01%
|
$10.43
|
+129.77%($23.98)
|
0.01%
|
2013 Q2 or earlier
|
≈ 10.50+ years
|
|
|
|
JPMorgan Chase & Co
|
+52.98%
|
+2,000
|
5,775
|
+0.05%
|
$144.94
|
+144.02%($353.66)
|
0.13%
|
2020 Q1
|
≈ 3.75 years
|
|
|
|
Bank of America Corp
|
+17.22%
|
+5,592
|
38,073
|
+0.02%
|
$27.38
|
+126.90%($62.13)
|
0.16%
|
2013 Q2 or earlier
|
≈ 10.50+ years
|
|
|
|
Exxon Mobil Corp
|
+10.62%
|
+1,482
|
15,437
|
+0.03%
|
$117.57
|
+31.20%($154.26)
|
0.28%
|
2013 Q2 or earlier
|
≈ 10.50+ years
|
|
|
|
Procter & Gamble Company
|
+5.26%
|
+100
|
2,000
|
+0%
|
$145.88
|
-1.47%($143.73)
|
0.05%
|
2022 Q1
|
≈ 1.75 years
|
|
|
|
GlaxoSmithKline PLC ADR
|
+1.49%
|
+18,831
|
1,282,289
|
+0.11%
|
$36.25
|
+42.96%($51.82)
|
7.25%
|
2014 Q3
|
≈ 9.25 years
|
|
|
|
Citigroup Inc
|
+0.74%
|
+8,878
|
1,215,684
|
+0.06%
|
$41.13
|
+223.70%($133.14)
|
7.80%
|
2013 Q2 or earlier
|
≈ 10.50+ years
|
|
|
|
VIEWRAY INC
|
-0.10%
|
-2,000
|
2,046,547
|
0%
|
$0.01
|
-98.80%($0.00)
|
0.00%
|
2019 Q2
|
≈ 4.50 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.