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%).

2024 Q2 (39 results)
OBT
buy
+2,860
+0.04%
$53.00
11.08% $58.87
0.04%
DIS
+135.17%
+126,971
+2.12%
$99.29
15.54% $114.72
3.69%
NYCB
+96.54%
+5,998,313
+3.25%
$3.22
227.64% $10.55
6.61%
BAYRY
+41.15%
+1,275,315
+1.51%
$7.04
27.70% $5.09
5.18%
OGN
+40.74%
+480,819
+1.67%
$20.70
28.07% $14.89
5.78%
NVS
+14.07%
+2,168
+0.04%
$106.46
2.46% $103.85
0.31%
MBI
+7.60%
+393,650
+0.36%
$5.49
19.86% $6.58
0.00%
SEB
+1.91%
+173
+0.09%
$3,160.78
15.44% $2,672.73
4.90%
XOM
+1.12%
+159
+0.00%
$115.11
5.93% $121.93
0.28%
C
-0.38%
-3,835
-0.05%
$63.46
8.65% $68.95
12.74%
BMY
-0.57%
-4,733
-0.03%
$41.53
40.21% $58.23
5.77%
RFL
-0.62%
-1,679
-0.00%
$1.44
40.88% $2.03
0.07%
GNE
-0.69%
-1,599
-0.00%
$14.62
8.75% $15.90
0.72%
CSX
-0.99%
-410
-0.00%
$33.44
5.68% $35.34
0.28%
GSK
-0.99%
-12,383
-0.08%
$38.50
12.47% $33.70
8.03%
BP
-1.51%
-21,435
-0.15%
$36.10
18.23% $29.52
9.95%
NAVI
-1.88%
-307
-0.00%
$14.56
2.54% $14.93
0.05%
PFE
-1.98%
-14,202
-0.10%
$27.98
10.19% $25.13
4.71%
VZ
-2.47%
-248
-0.00%
$41.23
3.08% $42.50
0.07%
IDW
-2.60%
-1,704
-0.00%
$0.31
40.25% $0.43
0.00%
HOLX
-3.40%
-697
-0.01%
$74.26
6.01% $78.72
0.32%
ZDGE
-3.46%
-2,483
-0.00%
$3.05
16.42% $2.55
0.06%
MRK
-3.57%
-21,904
-0.46%
$123.80
19.34% $99.86
12.32%
MSFT
-3.94%
-55
-0.01%
$446.96
7.63% $412.87
0.14%
IDT
-4.06%
-14,041
-0.08%
$35.92
39.81% $50.22
2.00%
PNC
-9.61%
-185
-0.00%
$155.75
32.11% $205.75
0.05%
PTEN
-12.50%
-331,478
-0.58%
$10.36
19.30% $8.36
4.04%
JPM
-13.19%
-387
-0.02%
$202.26
21.01% $244.76
0.11%
PG
-15.00%
-300
-0.01%
$164.71
4.88% $172.75
0.05%
VOXX
-38.18%
-1,087,822
-0.58%
$3.16
144.94% $7.74
0.94%
GTX
-43.07%
-9,252
-0.01%
$8.59
4.50% $8.20
0.02%
BAC
-44.44%
-15,064
-0.10%
$39.78
16.78% $46.46
0.13%
HLN
-48.10%
-228,134
-0.32%
$8.26
-
0.34%
CI
-56.77%
-625
-0.07%
$694.47
52.47% $330.07
0.06%
VTRSV
-57.86%
-19,435
-0.03%
$10.66
-
0.03%
AGO
-68.98%
-579,111
-8.68%
$77.15
19.39% $92.11
3.90%
WBS
-78.74%
-77,113
-0.57%
$43.61
38.71% $60.49
0.15%
GBCI
-100.00%
-6,264
-0.04%
$40.23
41.91% $57.09
0.00%
EGLE
-100.00%
-4,460
-0.05%
$62.56
0.10% $62.62
0.00%
39 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.