Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $634.76M≈ (-$6M≈)
- Previous value:
- $640.94M≈
- # of changes:
- 36
- New positions:
- 1
- Reported for:
- 31 Dec 2023 (Q4)
- Latest filing date:
- 13 Feb 2024
Kahn Brothers Group has disclosed a total of 36 changes to the portfolio in the (2023 Q4) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 28 and completely sold out 1 position(s).
What stocks did Kahn Brothers Group buy in 2023 Q4?
During 2023 Q4 Kahn Brothers Group has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (MBI) MBIA Inc (added shares +0.42%), (BAYRY) Bayer AG PK (new buy), (BAC) Bank of America Corp (added shares +7.65%), (VZ) Verizon Communications Inc (added shares +4.84%) and (T) AT&T Inc (added shares +152.25%).
In the 2023 Q4 report(s) the following changes have been made to the top investments: (AGO) ASSURED GUARANTY LTD (reduced shares -3.40%), (MRK) Merck & Company Inc (reduced shares -2.23%), (FLG) Flagstar Financial, Inc (reduced shares -2.13%), (C) Citigroup Inc (reduced shares -0.52%) and (BP) BP PLC-SPONS ADR (reduced shares -3.37%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Bayer AG PK
|
new
|
+712,500
|
712,500
|
+1.04%
|
$9.23
|
+50.17%($13.86)
|
1.04%
|
2023 Q4
|
≈ 0.25 years
|
|
|
|
AT&T Inc
|
+152.25%
|
+10,102
|
16,737
|
+0.03%
|
$16.79
|
+37.89%($23.16)
|
0.04%
|
2013 Q2 or earlier
|
≈ 10.75+ years
|
|
|
|
Bank of America Corp
|
+7.65%
|
+2,912
|
40,985
|
+0.02%
|
$33.66
|
+84.55%($62.13)
|
0.22%
|
2013 Q2 or earlier
|
≈ 10.75+ years
|
|
|
|
Verizon Communications Inc
|
+4.84%
|
+618
|
13,397
|
+0%
|
$37.68
|
+23.46%($46.52)
|
0.08%
|
2019 Q2
|
≈ 4.75 years
|
|
|
|
Trinity Place Holdings Inc
|
+2.77%
|
+41,085
|
1,522,025
|
+0%
|
$0.11
|
-79.22%($0.02)
|
0.03%
|
2013 Q2 or earlier
|
≈ 10.75+ years
|
|
|
|
Comcast Corp
|
+2.20%
|
+138
|
6,410
|
+0%
|
$43.79
|
-45.26%($23.98)
|
0.04%
|
2013 Q2 or earlier
|
≈ 10.75+ years
|
|
|
|
MBIA Inc
|
+0.42%
|
+20,222
|
4,829,606
|
+0.02%
|
$6.12
|
-15.03%($5.20)
|
4.66%
|
2013 Q2 or earlier
|
≈ 10.75+ years
|
|
|
|
JPMorgan Chase & Co
|
-0.02%
|
-1
|
5,774
|
-0%
|
$170.07
|
+107.95%($353.66)
|
0.15%
|
2020 Q1
|
≈ 4.00 years
|
|
|
|
CSX Corp
|
-0.21%
|
-108
|
50,320
|
-0%
|
$34.68
|
+45.52%($50.46)
|
0.27%
|
2023 Q3
|
≈ 0.50 years
|
|
|
|
Zedge Inc
|
-0.39%
|
-457
|
115,977
|
-0%
|
$2.35
|
+25.76%($2.96)
|
0.04%
|
2016 Q2
|
≈ 7.75 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.