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
2019 Q3 (38 results)
KEY
KEYCORP
buy
+9,323
+0.03%
$17.84
9.42% $19.52
0.03%
PEYUF
PEYTO EXPLORATION & DEV CORP
buy
+35,000
+0.01%
$2.52
369.28% $11.84
0.01%
AAPL
APPLE INC
buy
+2,000
+0.01%
$55.99
319.57% $234.93
0.01%
PEP
PEPSICO INC
buy
+1,459
+0.04%
$137.10
18.69% $162.72
0.04%
VRAY
VIEWRAY INC
+202.04%
+227,300
+0.08%
$2.90
98.97% $0.03
0.12%
VZ
VERIZON COMMUNICATIONS INC
+160.21%
+13,397
+0.10%
$60.36
26.47% $44.38
0.16%
PTEN
PATTERSON-UTI ENERGY INC
+37.26%
+733,883
+0.79%
$8.55
1.05% $8.46
2.90%
BAC
BANK OF AMERICA CORP
+24.95%
+3,547
+0.01%
$29.20
63.58% $47.77
0.07%
T
AT&T INC
+22.06%
+2,909
+0.02%
$37.84
38.50% $23.27
0.09%
CMCSA
COMCAST CORP-CLASS A
+14.11%
+848
+0.00%
$45.08
5.59% $42.56
0.04%
BMY
BRISTOL-MYERS SQUIBB CO
+5.35%
+46,035
+0.35%
$50.71
16.88% $59.27
6.82%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+3.13%
+100
+0.00%
$208.02
132.23% $483.08
0.09%
VOXX
VOXX INTERNATIONAL CORP
+2.53%
+100,542
+0.06%
$4.70
61.49% $7.59
2.40%
BB
BLACKBERRY LTD
+1.75%
+97,191
+0.06%
$5.25
50.29% $2.61
3.73%
NYCB
NEW YORK COMMUNITY BANCORP
+1.39%
+54,959
+0.12%
$12.55
15.94% $10.55
8.72%
GNE
GENIE ENERGY LTD-B
+1.19%
+5,472
+0.01%
$7.46
107.77% $15.50
0.43%
ZDGE
ZEDGE INC-CL B
+1.02%
+1,712
+0.00%
$1.67
62.28% $2.71
0.04%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+0.97%
+12,468
+0.08%
$53.35
35.65% $34.33
8.67%
XOM
EXXON MOBIL CORP
+0.77%
+116
+0.00%
$70.61
66.63% $117.66
0.17%
PFE
PFIZER INC
+0.72%
+5,771
+0.03%
$35.93
28.11% $25.83
3.66%
RFL
RAFAEL HOLDINGS INC-CLASS B
+0.63%
+2,739
+0.01%
$20.96
91.13% $1.86
1.14%
AGO
ASSURED GUARANTY LTD
+0.53%
+8,324
+0.05%
$44.46
110.10% $93.41
8.78%
IDW
IDW MEDIA HOLDINGS INC-B
+0.36%
+351
+0.00%
$14.10
96.95% $0.43
0.17%
BP
BP PLC-SPONS ADR
+0.09%
+1,470
+0.01%
$37.99
23.32% $29.13
7.98%
SEB
SEABOARD CORP
-0.22%
-29
-0.02%
$4,375.00
39.66% $2,639.89
7.25%
TPHS
TRINITY PLACE HOLDINGS INC
-0.35%
-3,767
-0.00%
$4.00
98.50% $0.06
0.81%
MBI
MBIA INC
-0.45%
-18,622
-0.03%
$9.23
24.70% $6.95
6.47%
NTP
NAM TAI PROPERTY INC
-1.57%
-35,100
-0.04%
$9.00
53.11% $4.22
2.48%
C
CITIGROUP INC
-3.81%
-34,884
-0.36%
$69.08
1.56% $70.16
9.19%
CVX
CHEVRON CORP
-4.37%
-200
-0.00%
$118.60
36.69% $162.11
0.07%
ALC
ALCON INC
-5.34%
-236
-0.00%
$58.38
51.13% $88.23
0.04%
HOLX
HOLOGIC INC
-8.79%
-29,865
-0.19%
$50.49
57.34% $79.44
1.96%
STL
STERLING BANCORP/DE
-10.42%
-54,472
-0.14%
$20.06
31.06% $26.29
1.18%
IDT
IDT CORP CLASS B
-18.95%
-165,133
-0.22%
$10.53
390.41% $51.64
0.93%
GBCI
GLACIER BANCORP INC
-21.07%
-3,052
-0.02%
$40.46
44.39% $58.42
0.07%
NYT
NEW YORK TIMES CO-A
-27.83%
-131,446
-0.47%
$28.48
90.94% $54.38
1.22%
NAVI
NAVIENT CORP
-49.72%
-12,656
-0.04%
$25.46
39.82% $15.32
0.04%
MRKC
MERCK & CO, INC
-81.05%
-8,648,511
-48.32%
$44.56
-
11.30%
38 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.