Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 39 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 11, bought 3 totally new, decreased the number of shares of 23 and completely sold out 2 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 14 securities out of which top 5 purchases (by % change to portfolio) are (DIS) WALT DISNEY CO/THE (added shares +83.54%), (BAYRY) BAYER AG-SPONSORED ADR (added shares +17.95%), (OGN) ORGANON & CO (added shares +10.49%), (SEIC) SEI INVESTMENTS COMPANY (new buy) and (IBM) INTL BUSINESS MACHINES CORP (new buy).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (12.79%), (MRK) MERCK & CO INC (11.35%), (BP) BP PLC-SPONS ADR (8.59%), (NYCB) NEW YORK COMMUNITY BANCORP (8.14%) and (BAYRY) BAYER AG-SPONSORED ADR (7.53%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (reduced shares -0.69%), (MRK) MERCK & CO INC (reduced shares -1.93%), (BP) BP PLC-SPONS ADR (reduced shares -3.14%), (NYCB) NEW YORK COMMUNITY BANCORP (reduced shares -65.55%) and (BAYRY) BAYER AG-SPONSORED ADR (added shares +17.95%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2021 Q2 (31 results)
OGN
ORGANON & CO
buy
+71,622
+0.31%
$30.26
47.09% $16.01
0.31%
JPM
JPMORGAN CHASE & CO
+74.07%
+1,500
+0.03%
$155.54
61.10% $250.58
0.08%
PFE
PFIZER INC
+24.49%
+162,217
+0.91%
$39.16
34.01% $25.84
4.62%
T
AT&T INC
+16.83%
+2,174
+0.01%
$28.78
19.81% $23.08
0.06%
BP
BP PLC-SPONS ADR
+13.19%
+252,274
+0.95%
$26.42
10.64% $29.23
8.19%
BMY
BRISTOL-MYERS SQUIBB CO
+5.52%
+46,709
+0.44%
$65.32
9.40% $59.18
8.35%
VZ
VERIZON COMMUNICATIONS INC
+5.38%
+820
+0.01%
$56.03
20.33% $44.64
0.13%
NYCB
NEW YORK COMMUNITY BANCORP
+4.35%
+195,583
+0.31%
$11.02
4.26% $10.55
7.41%
PTEN
PATTERSON-UTI ENERGY INC
+3.58%
+201,351
+0.29%
$9.94
13.88% $8.56
8.30%
MBI
MBIA INC
+3.04%
+148,563
+0.23%
$11.00
37.00% $6.93
7.94%
VRAY
VIEWRAY INC
+2.63%
+10,600
+0.01%
$6.60
99.55% $0.03
0.39%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+2.48%
+25,071
+0.18%
$49.78
30.99% $34.35
7.40%
MRKC
MERCK & CO, INC
+1.34%
+9,443
+0.11%
$77.77
-
7.98%
C
CITIGROUP INC
+0.72%
+6,023
+0.06%
$70.75
0.85% $70.15
8.48%
IDT
IDT CORP CLASS B
+0.24%
+1,150
+0.01%
$36.96
40.64% $51.98
2.58%
STL
STERLING BANCORP/DE
+0.13%
+340
+0.00%
$24.79
6.05% $26.29
0.96%
IDW
IDW MEDIA HOLDINGS INC-B
-0.05%
-36
-0.00%
$3.64
88.19% $0.43
0.04%
GNE
GENIE ENERGY LTD-B
-0.10%
-350
-0.00%
$6.32
148.10% $15.68
0.31%
AGO
ASSURED GUARANTY LTD
-0.25%
-3,622
-0.02%
$47.48
99.35% $94.65
9.93%
TPHS
TRINITY PLACE HOLDINGS INC
-0.26%
-3,604
-0.00%
$2.11
97.16% $0.06
0.41%
VOXX
VOXX INTERNATIONAL CORP
-0.51%
-7,089
-0.01%
$14.01
45.75% $7.60
2.78%
VTRSV
VIATRIS INC-W/I
-0.54%
-493
-0.00%
$14.29
-
0.19%
ZDGE
ZEDGE INC-CL B
-0.71%
-892
-0.00%
$18.41
85.33% $2.70
0.33%
SEB
SEABOARD CORP
-1.01%
-104
-0.06%
$3,868.73
31.86% $2,636.00
5.63%
XOM
EXXON MOBIL CORP
-3.75%
-606
-0.01%
$63.08
87.59% $118.33
0.14%
RFL
RAFAEL HOLDINGS INC-CLASS B
-6.11%
-20,423
-0.15%
$51.05
96.34% $1.87
2.30%
BAC
BANK OF AMERICA CORP
-9.88%
-1,339
-0.01%
$41.23
16.11% $47.87
0.07%
HOLX
HOLOGIC INC
-10.52%
-4,672
-0.04%
$66.72
19.06% $79.44
0.38%
CMCSA
COMCAST CORP-CLASS A
-12.67%
-783
-0.01%
$57.02
24.82% $42.87
0.04%
BB
BLACKBERRY LTD
-33.96%
-906,404
-1.59%
$12.22
78.07% $2.68
3.08%
NTP
NAM TAI PROPERTY INC
-96.13%
-1,264,694
-5.02%
$27.71
84.77% $4.22
0.20%
31 of 1,480

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.