Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $674.36M≈ (+$40M≈)
- Previous value:
- $634.76M≈
- # of changes:
- 49
- New positions:
- 13
- Reported for:
- 31 Mar 2024 (Q1)
- Latest filing date:
- 15 May 2024
Kahn Brothers Group has disclosed a total of 49 changes to the portfolio in the (2024 Q1) SEC report(s): increased the number of shares of 6, bought 13 totally new, decreased the number of shares of 27 and completely sold out 3 position(s).
What stocks did Kahn Brothers Group buy in 2024 Q1?
During 2024 Q1 Kahn Brothers Group has bought 19 securities out of which top 5 purchases (by % change to portfolio) were (MBI) MBIA Inc (added shares +7.18%), (SEB) Seaboard Corp (added shares +0.99%), (BAYRY) Bayer AG PK (added shares +334.97%), (OGN) Organon & Co (added shares +3,242.41%) and (FLG) Flagstar Financial, Inc (added shares +0.86%).
In the 2024 Q1 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 -1.72%), (C) Citigroup Inc (reduced shares -0.82%), (BP) BP PLC-SPONS ADR (reduced shares -2.81%) and (GSK) GlaxoSmithKline PLC ADR (reduced shares -0.46%).
49 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Antero Midstream Partners LP
|
new
|
+17,806
|
17,806
|
+0.04%
|
$14.04
|
+56.34%($21.95)
|
0.04%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Antero Resources Corp
|
new
|
+30,156
|
30,156
|
+0.13%
|
$29.02
|
+23.66%($35.88)
|
0.13%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Apple Inc
|
new
|
+2,492
|
2,492
|
+0.06%
|
$171.35
|
+75.80%($301.23)
|
0.06%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Cigna Corp
|
new
|
+1,101
|
1,101
|
+0.06%
|
$363.60
|
|
0.06%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Walt Disney Company
|
new
|
+93,932
|
93,932
|
+1.7%
|
$122.36
|
-21.48%($96.07)
|
1.70%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
EAGLE BULK SHIPPING INC
|
new
|
+4,460
|
4,460
|
+0.04%
|
$62.56
|
-50.67%($30.86)
|
0.04%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Fairfax Financial Holdings Ltd
|
new
|
+1,018
|
1,018
|
+0.16%
|
$1,078.59
|
+55.67%($1,679.00)
|
0.16%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Garrett Motion Inc
|
new
|
+21,481
|
21,481
|
+0.03%
|
$9.96
|
+211.78%($31.06)
|
0.03%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Glacier Bancorp Inc
|
new
|
+6,264
|
6,264
|
+0.04%
|
$40.23
|
+21.90%($49.04)
|
0.04%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Microsoft Corp
|
new
|
+1,902
|
1,902
|
+0.12%
|
$420.97
|
+9.55%($461.18)
|
0.12%
|
2024 Q1
|
≈ 0.25 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.