Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 41 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 10, bought 3 totally new, decreased the number of shares of 24 and completely sold out 4 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (FLG) FLAGSTAR FINANCIAL INC (new buy), (TRMLF) TOURMALINE OIL CORP (new buy), (WBS) WEBSTER FINANCIAL CORP (added shares +51.59%), (FBAK) FIRST NATIONAL BANK ALASKA (added shares +31.87%) and (NVS) NOVARTIS AG-SPONSORED ADR (added shares +20.48%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (13.86%), (MRK) MERCK & CO INC (11%), (DIS) WALT DISNEY CO/THE (8.54%), (BMY) BRISTOL-MYERS SQUIBB CO (8.48%) and (BP) BP PLC-SPONS ADR (7.65%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (reduced shares -23.58%), (MRK) MERCK & CO INC (reduced shares -12.33%), (DIS) WALT DISNEY CO/THE (reduced shares -12.93%), (BMY) BRISTOL-MYERS SQUIBB CO (reduced shares -16.45%) and (BP) BP PLC-SPONS ADR (reduced shares -24.98%).

2024 Q3 (39 results)
IBM
buy
+1,508
+0.06%
$221.32
10.25% $244.00
0.06%
DB
buy
+10,000
+0.03%
$17.30
38.50% $23.96
0.03%
SEIC
buy
+5,147
+0.06%
$69.17
11.48% $77.11
0.06%
CI
+97.69%
+465
+0.03%
$346.44
6.18% $325.04
0.06%
DIS
+83.54%
+184,542
+3.06%
$96.19
1.95% $98.07
6.72%
BAYRY
+17.95%
+785,085
+1.15%
$8.47
27.51% $6.14
7.53%
GTX
+16.35%
+2,000
+0.00%
$8.15
0.34% $8.18
0.02%
PEYUF
+11.23%
+2,000
+0.00%
$11.41
10.78% $12.64
0.04%
VZ
+10.97%
+1,072
+0.01%
$44.90
0.06% $44.93
0.08%
OGN
+10.49%
+174,170
+0.57%
$19.13
24.15% $14.51
6.05%
AM
+5.90%
+1,050
+0.00%
$15.06
19.11% $17.94
0.05%
CWEGF
+3.43%
+5,000
+0.00%
$5.31
3.72% $5.51
0.00%
WBS
+2.95%
+615
+0.00%
$46.60
9.50% $51.03
0.17%
MSFT
+0.66%
+12
+0.00%
$430.55
12.02% $378.80
0.14%
TPHS
-0.07%
-994
-0.00%
$0.04
25.31% $0.05
0.01%
BMY
-0.14%
-1,150
-0.01%
$51.74
16.00% $60.02
7.36%
IDT
-0.39%
-1,279
-0.01%
$38.17
35.76% $51.82
2.17%
RFL
-0.40%
-1,088
-0.00%
$1.94
2.06% $1.90
0.09%
PFE
-0.54%
-5,405
-0.03%
$28.94
12.89% $25.21
4.97%
IDW
-0.55%
-351
-0.00%
$0.53
19.58% $0.43
0.01%
NTP
-0.59%
-500
-0.00%
$2.50
68.86% $4.22
0.04%
GNE
-0.60%
-1,752
-0.00%
$16.25
7.07% $15.10
0.81%
ZDGE
-0.65%
-722
-0.00%
$3.70
36.46% $2.35
0.07%
C
-0.69%
-8,279
-0.09%
$62.60
12.35% $70.33
12.79%
BAC
-1.39%
-261
-0.00%
$39.68
3.95% $41.25
0.13%
HLN
-1.70%
-4,195
-0.01%
$10.58
-
0.44%
MRK
-1.93%
-11,423
-0.22%
$113.56
21.43% $89.23
11.35%
AGO
-2.03%
-6,102
-0.08%
$79.52
9.70% $87.23
4.04%
SEB
-2.07%
-191
-0.10%
$3,136.98
13.57% $2,711.29
4.88%
BP
-3.14%
-51,522
-0.28%
$31.39
7.87% $33.86
8.59%
PTEN
-3.22%
-74,825
-0.10%
$7.65
7.06% $8.19
2.96%
VTRSV
-3.76%
-532
-0.00%
$11.65
-
0.00%
JPM
-12.12%
-407
-0.01%
$210.85
15.18% $242.85
0.11%
GSK
-14.70%
-182,429
-1.28%
$40.88
5.23% $38.74
7.46%
PNC
-16.09%
-280
-0.01%
$184.93
7.06% $171.88
0.05%
NYCB
-65.55%
-8,004,436
-15.48%
$11.23
6.06% $10.55
0.00%
VOXX
-94.11%
-1,657,896
-1.80%
$6.30
19.04% $7.50
0.11%
CVX
-100.00%
-1,800
-0.05%
$156.67
6.01% $166.09
0.00%
MBI
-100.00%
-5,570,263
-5.27%
$5.49
8.74% $5.01
0.00%
39 of 1,521

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.