Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $594.97M≈ (-$79M≈)
- Previous value:
- $674.36M≈
- # of changes:
- 39
- New positions:
- 1
- Reported for:
- 30 Jun 2024 (Q2)
- Latest filing date:
- 14 Aug 2024
Kahn Brothers Group has disclosed a total of 39 changes to the portfolio in the (2024 Q2) SEC report(s): increased the number of shares of 8, bought 1 totally new, decreased the number of shares of 28 and completely sold out 2 position(s).
What stocks did Kahn Brothers Group buy in 2024 Q2?
During 2024 Q2 Kahn Brothers Group has bought 9 securities out of which top 5 purchases (by % change to portfolio) were (FLG) Flagstar Financial, Inc (added shares +96.54%), (OGN) Organon & Co (added shares +40.74%), (BAYRY) Bayer AG PK (added shares +41.15%), (MBI) MBIA Inc (added shares +7.60%) and (SEB) Seaboard Corp (added shares +1.91%).
In the 2024 Q2 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -0.38%), (MRK) Merck & Company Inc (reduced shares -3.57%), (BP) BP PLC-SPONS ADR (reduced shares -1.51%), (GSK) GlaxoSmithKline PLC ADR (reduced shares -0.99%) and (FLG) Flagstar Financial, Inc (added shares +96.54%).
39 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Orange County Bancorp Inc
|
new
|
+4,000
|
4,000
|
+0.04%
|
$53.00
|
-28.42%($37.94)
|
0.04%
|
2024 Q2
|
≈ 0.25 years
|
|
|
|
Walt Disney Company
|
+135.17%
|
+126,971
|
220,903
|
+2.12%
|
$99.29
|
-3.24%($96.07)
|
3.69%
|
2024 Q1
|
≈ 0.50 years
|
|
|
|
Flagstar Financial, Inc
|
+96.54%
|
+5,998,313
|
12,211,602
|
+3.25%
|
$3.22
|
+343.94%($14.30)
|
6.61%
|
2013 Q2 or earlier
|
≈ 11.25+ years
|
|
|
|
Bayer AG PK
|
+41.15%
|
+1,275,315
|
4,374,455
|
+1.51%
|
$7.04
|
+96.88%($13.86)
|
5.18%
|
2023 Q4
|
≈ 0.75 years
|
|
|
|
Organon & Co
|
+40.74%
|
+480,819
|
1,661,023
|
+1.67%
|
$20.70
|
-34.49%($13.56)
|
5.78%
|
2021 Q2
|
≈ 3.25 years
|
|
|
|
Novartis AG ADR
|
+14.07%
|
+2,168
|
17,581
|
+0.04%
|
$106.46
|
+46.76%($156.25)
|
0.31%
|
2013 Q2 or earlier
|
≈ 11.25+ years
|
|
|
|
MBIA Inc
|
+7.60%
|
+393,650
|
5,570,263
|
+0.36%
|
$5.49
|
-5.28%($5.20)
|
5.14%
|
2013 Q2 or earlier
|
≈ 11.25+ years
|
|
|
|
Seaboard Corp
|
+1.91%
|
+173
|
9,225
|
+0.09%
|
$3,160.78
|
+40.73%($4,448.01)
|
4.90%
|
2013 Q2 or earlier
|
≈ 11.25+ years
|
|
|
|
Exxon Mobil Corp
|
+1.12%
|
+159
|
14,326
|
+0%
|
$115.11
|
+34.02%($154.26)
|
0.28%
|
2013 Q2 or earlier
|
≈ 11.25+ years
|
|
|
|
Citigroup Inc
|
-0.38%
|
-4,594
|
1,194,852
|
-0.04%
|
$63.46
|
+109.80%($133.14)
|
12.74%
|
2013 Q2 or earlier
|
≈ 11.25+ 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.