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 Q2 (31 results)
PTEN
PATTERSON-UTI ENERGY INC
+93.39%
+2,787,737
+1.65%
$3.47
143.80% $8.46
3.42%
BP
BP PLC-SPONS ADR
+17.19%
+179,200
+1.10%
$23.32
24.91% $29.13
7.52%
AGO
ASSURED GUARANTY LTD
+5.16%
+75,643
+0.31%
$24.41
282.67% $93.41
6.36%
T
AT&T INC
+0.83%
+136
+0.00%
$31.44
25.99% $23.27
0.09%
KEY
KEYCORP
-0.25%
-28
-0.00%
$12.18
60.26% $19.52
0.02%
VOXX
VOXX INTERNATIONAL CORP
-0.38%
-14,426
-0.01%
$5.78
31.31% $7.59
3.65%
PFE
PFIZER INC
-0.75%
-5,800
-0.03%
$32.70
21.01% $25.83
4.22%
TPHS
TRINITY PLACE HOLDINGS INC
-0.84%
-13,298
-0.00%
$1.38
95.65% $0.06
0.36%
STL
STERLING BANCORP/DE
-0.86%
-3,068
-0.01%
$11.72
124.32% $26.29
0.73%
C
CITIGROUP INC
-0.86%
-8,108
-0.07%
$51.10
37.30% $70.16
8.06%
BMY
BRISTOL-MYERS SQUIBB CO
-1.01%
-10,405
-0.10%
$58.80
0.80% $59.27
10.09%
JPM
JPMORGAN CHASE & CO
-1.19%
-25
-0.00%
$94.06
165.56% $249.79
0.06%
NYCB
NEW YORK COMMUNITY BANCORP
-1.37%
-71,620
-0.12%
$10.20
3.43% $10.55
8.87%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
-1.66%
-20,560
-0.18%
$51.22
32.98% $34.33
10.51%
IDT
IDT CORP CLASS B
-1.66%
-11,522
-0.01%
$6.53
690.81% $51.64
0.75%
RFL
RAFAEL HOLDINGS INC-CLASS B
-1.80%
-7,527
-0.02%
$14.37
87.06% $1.86
1.02%
BB
BLACKBERRY LTD
-1.84%
-107,300
-0.09%
$4.89
46.63% $2.61
4.72%
IDW
IDW MEDIA HOLDINGS INC-B
-1.98%
-1,900
-0.00%
$4.00
89.25% $0.43
0.06%
SEB
SEABOARD CORP
-2.05%
-260
-0.13%
$2,933.82
10.02% $2,639.89
6.17%
NVS
NOVARTIS AG-SPONSORED ADR
-2.16%
-500
-0.01%
$87.34
20.07% $104.87
0.33%
ZDGE
ZEDGE INC-CL B
-2.35%
-3,571
-0.00%
$1.48
83.11% $2.71
0.04%
MBI
MBIA INC
-2.53%
-129,300
-0.16%
$7.25
4.14% $6.95
6.10%
NTP
NAM TAI PROPERTY INC
-4.32%
-85,100
-0.09%
$6.25
32.48% $4.22
1.99%
PEP
PEPSICO INC
-4.76%
-100
-0.00%
$132.26
23.03% $162.72
0.04%
XOM
EXXON MOBIL CORP
-5.23%
-595
-0.01%
$44.72
163.10% $117.66
0.14%
GNE
GENIE ENERGY LTD-B
-5.42%
-24,294
-0.03%
$7.36
110.60% $15.50
0.53%
MRKC
MERCK & CO, INC
-10.15%
-55,902
-1.37%
$77.33
-
12.09%
CVX
CHEVRON CORP
-12.68%
-428
-0.01%
$89.23
81.68% $162.11
0.04%
CCRK
COAL CREEK COMPANY/THE
-25.00%
-271
-0.02%
$329.00
-
0.00%
HOLX
HOLOGIC INC
-69.04%
-183,986
-1.77%
$57.00
39.37% $79.44
0.79%
ALC
ALCON INC
-100.00%
-3,956
-0.03%
$51.00
72.99% $88.23
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.