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
2020 Q4 (31 results)
VTRSV
VIATRIS INC-W/I
buy
+49,153
+0.31%
$18.74
-
0.31%
HOLX
HOLOGIC INC
+7.77%
+3,300
+0.04%
$72.83
9.08% $79.44
0.58%
MBI
MBIA INC
+5.58%
+155,710
+0.30%
$6.58
5.62% $6.95
5.63%
TPHS
TRINITY PLACE HOLDINGS INC
+2.00%
+26,446
+0.01%
$1.25
95.20% $0.06
0.29%
NVS
NOVARTIS AG-SPONSORED ADR
-1.32%
-300
-0.00%
$94.43
11.06% $104.87
0.37%
PFE
PFIZER INC
-2.57%
-17,826
-0.11%
$36.81
29.83% $25.83
4.33%
C
CITIGROUP INC
-4.04%
-34,382
-0.37%
$61.66
13.79% $70.16
8.78%
BAC
BANK OF AMERICA CORP
-4.65%
-465
-0.00%
$30.31
57.60% $47.77
0.07%
PEP
PEPSICO INC
-5.00%
-100
-0.00%
$148.30
9.72% $162.72
0.05%
VZ
VERIZON COMMUNICATIONS INC
-5.28%
-850
-0.01%
$58.75
24.46% $44.38
0.16%
SEB
SEABOARD CORP
-6.34%
-708
-0.37%
$3,031.00
12.90% $2,639.89
5.53%
BP
BP PLC-SPONS ADR
-7.56%
-149,408
-0.53%
$20.52
41.96% $29.13
6.54%
BMY
BRISTOL-MYERS SQUIBB CO
-7.66%
-71,740
-0.78%
$62.03
4.45% $59.27
9.35%
AGO
ASSURED GUARANTY LTD
-8.26%
-136,110
-0.75%
$31.49
196.63% $93.41
8.30%
STL
STERLING BANCORP/DE
-8.52%
-13,852
-0.08%
$17.98
46.22% $26.29
0.86%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
-8.87%
-99,812
-0.80%
$46.00
25.37% $34.33
8.23%
MRKC
MERCK & CO, INC
-8.93%
-71,719
-1.02%
$81.80
-
10.43%
NYCB
NEW YORK COMMUNITY BANCORP
-10.28%
-289,169
-0.91%
$10.55
0.00% $10.55
7.94%
XOM
EXXON MOBIL CORP
-10.76%
-1,950
-0.01%
$41.22
185.44% $117.66
0.12%
BB
BLACKBERRY LTD
-13.04%
-489,423
-0.82%
$6.63
60.63% $2.61
5.47%
GNE
GENIE ENERGY LTD-B
-13.58%
-36,005
-0.07%
$7.21
114.98% $15.50
0.45%
VOXX
VOXX INTERNATIONAL CORP
-13.59%
-480,090
-1.07%
$12.76
40.52% $7.59
6.79%
ZDGE
ZEDGE INC-CL B
-13.71%
-10,572
-0.02%
$6.04
55.13% $2.71
0.14%
T
AT&T INC
-13.74%
-2,074
-0.01%
$28.76
19.09% $23.27
0.07%
PTEN
PATTERSON-UTI ENERGY INC
-15.11%
-584,375
-0.94%
$5.26
60.84% $8.46
5.28%
RFL
RAFAEL HOLDINGS INC-CLASS B
-15.48%
-61,265
-0.25%
$23.32
92.02% $1.86
1.36%
IDW
IDW MEDIA HOLDINGS INC-B
-16.99%
-15,572
-0.01%
$3.52
87.78% $0.43
0.05%
NTP
NAM TAI PROPERTY INC
-18.06%
-311,500
-0.32%
$5.85
27.86% $4.22
1.44%
IDT
IDT CORP CLASS B
-24.49%
-163,532
-0.04%
$1.24
4K+% $51.64
0.11%
JPM
JPMORGAN CHASE & CO
-43.45%
-956
-0.03%
$127.07
96.58% $249.79
0.04%
KEY
KEYCORP
-100.00%
-10,973
-0.02%
$11.93
63.62% $19.52
0.00%
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.