Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 36 changes to the portfolio in the latest (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 is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (BAYRY) BAYER AG-SPONSORED ADR (new buy), (T) AT&T INC (added shares +152.25%), (MBI) MBIA INC (added shares +0.42%), (BAC) BANK OF AMERICA CORP (added shares +7.65%) and (VZ) VERIZON COMMUNICATIONS INC (added shares +4.84%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (AGO) ASSURED GUARANTY LTD (11.64%), (MRK) MERCK & CO INC (10.73%), (NYCB) NEW YORK COMMUNITY BANCORP (9.93%), (C) CITIGROUP INC COM NEW (9.8%) and (BP) BP PLC-SPONS ADR (9.56%).

In the latest report(s) the following changes have been made to the top investments: (AGO) ASSURED GUARANTY LTD (reduced shares -3.4%), (MRK) MERCK & CO INC (reduced shares -2.23%), (NYCB) NEW YORK COMMUNITY BANCORP (reduced shares -2.13%), (C) CITIGROUP INC COM NEW (reduced shares -0.52%) and (BP) BP PLC-SPONS ADR (reduced shares -3.37%).

2023 Q4 (36 results)
BAYRY
buy
+712,500
+1.04%
$9.23
15.49% $7.80
1.04%
T
+152.25%
+10,102
+0.03%
$16.79
2.37% $17.19
0.04%
BAC
+7.65%
+2,912
+0.02%
$33.66
14.57% $38.57
0.22%
VZ
+4.84%
+618
+0.00%
$37.68
5.58% $39.78
0.08%
TPHS
+2.77%
+41,085
+0.00%
$0.11
16.91% $0.13
0.03%
CMCSA
+2.20%
+138
+0.00%
$43.79
12.43% $38.35
0.04%
MBI
+0.42%
+20,222
+0.02%
$6.12
9.81% $6.72
4.66%
JPM
-0.02%
-1
-0.00%
$170.07
16.81% $198.67
0.15%
CSX
-0.21%
-108
-0.00%
$34.68
0.01% $34.68
0.27%
ZDGE
-0.39%
-457
-0.00%
$2.35
24.91% $2.94
0.04%
RFL
-0.42%
-1,144
-0.00%
$1.83
13.11% $1.59
0.08%
NTP
-0.42%
-360
-0.00%
$4.75
11.10% $4.22
0.06%
VOXX
-0.52%
-15,048
-0.03%
$10.68
48.78% $5.47
4.84%
C
-0.52%
-6,316
-0.05%
$51.44
23.79% $63.68
9.80%
IDT
-0.56%
-1,971
-0.01%
$34.12
12.15% $38.27
1.87%
GNE
-0.56%
-1,672
-0.01%
$28.13
45.50% $15.33
1.31%
XOM
-1.39%
-214
-0.00%
$99.98
18.57% $118.55
0.24%
GSK
-1.78%
-22,807
-0.13%
$37.06
21.15% $44.90
7.35%
IDW
-1.81%
-1,220
-0.00%
$0.45
3.72% $0.43
0.00%
BMY
-2.09%
-17,783
-0.14%
$51.31
12.69% $44.80
6.74%
NYCB
-2.13%
-133,885
-0.22%
$10.23
64.61% $3.62
9.93%
MRK
-2.23%
-14,252
-0.24%
$109.02
19.72% $130.52
10.73%
PFE
-2.85%
-30,078
-0.14%
$28.79
1.98% $28.22
4.65%
BP
-3.37%
-59,780
-0.33%
$35.40
8.39% $38.37
9.56%
AGO
-3.40%
-34,767
-0.41%
$74.83
6.94% $80.02
11.64%
PTEN
-3.84%
-139,721
-0.24%
$10.80
4.44% $11.28
5.96%
WBS
-5.02%
-5,339
-0.04%
$50.76
9.47% $45.95
0.81%
SEB
-5.39%
-511
-0.29%
$3,570.15
6.16% $3,350.32
5.04%
BB
-8.93%
-123,232
-0.07%
$3.54
14.14% $3.04
0.70%
NVS
-16.29%
-3,515
-0.06%
$100.99
0.14% $101.13
0.29%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
CVX
-24.63%
-800
-0.02%
$149.10
11.43% $166.14
0.06%
OGN
-31.23%
-16,036
-0.04%
$14.42
42.16% $20.50
0.08%
HLN
-37.46%
-386,789
-0.50%
$8.23
-
0.84%
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
0.00% $0.03
0.00%
STAYX
-100.00%
-6,600
-0.06%
$60.30
84.66% $9.25
0.00%
36 of 1,353

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.