Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 45 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 6, bought 6 totally new, decreased the number of shares of 30 and completely sold out 3 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (OGN) ORGANON & CO (added shares +59.09%), (BAYRY) BAYER AG-SPONSORED ADR (added shares +45.88%), (FLG) FLAGSTAR FINANCIAL INC (added shares +18.46%), (IDT) IDT CORP-CLASS B (added shares +53.02%) and (COF) CAPITAL ONE FINANCIAL 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 (12.59%), (FLG) FLAGSTAR FINANCIAL INC (9.91%), (MRK) MERCK & CO INC (8.94%), (BAYRY) BAYER AG-SPONSORED ADR (8%) and (BP) BP PLC-SPONS ADR (7.86%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (reduced shares -3.31%), (FLG) FLAGSTAR FINANCIAL INC (added shares +18.46%), (MRK) MERCK & CO INC (reduced shares -3.27%), (BAYRY) BAYER AG-SPONSORED ADR (added shares +45.88%) and (BP) BP PLC-SPONS ADR (reduced shares -3.53%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2020 Q1 (36 results)
JPM
JPMORGAN CHASE & CO
buy
+3,935
+0.06%
$90.03
189.54% $260.67
0.06%
NAVI
NAVIENT CORP
+84.84%
+11,606
+0.02%
$7.58
74.54% $13.23
0.04%
CCRK
COAL CREEK COMPANY/THE
+33.33%
+271
+0.01%
$234.00
-
0.05%
PTEN
PATTERSON-UTI ENERGY INC
+16.38%
+424,300
+0.18%
$2.35
142.13% $5.69
1.30%
VRAY
VIEWRAY INC
+13.49%
+72,000
+0.03%
$2.50
98.80% $0.03
0.28%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.76%
+25
+0.00%
$182.83
175.43% $503.57
0.11%
BP
BP PLC-SPONS ADR
+0.29%
+4,705
+0.02%
$24.39
18.66% $28.94
7.26%
BB
BLACKBERRY LTD
+0.13%
+7,751
+0.01%
$4.13
6.30% $3.87
4.40%
BAC
BANK OF AMERICA CORP
+0.11%
+20
+0.00%
$21.23
104.00% $43.31
0.07%
IDW
IDW MEDIA HOLDINGS INC-B
-0.41%
-395
-0.00%
$5.05
91.49% $0.43
0.09%
IDT
IDT CORP CLASS B
-0.59%
-4,090
-0.00%
$5.42
1K+% $61.07
0.69%
RFL
RAFAEL HOLDINGS INC-CLASS B
-0.60%
-2,586
-0.01%
$13.20
89.77% $1.35
1.03%
MRKC
MERCK & CO, INC
-0.83%
-8,580
-0.12%
$74.70
-
14.07%
ZDGE
ZEDGE INC-CL B
-0.83%
-1,363
-0.00%
$0.88
171.59% $2.39
0.03%
SEB
SEABOARD CORP
-0.98%
-126
-0.06%
$2,812.80
7.74% $2,595.00
6.54%
TPHS
TRINITY PLACE HOLDINGS INC
-1.37%
-21,817
-0.01%
$1.82
97.80% $0.04
0.52%
STL
STERLING BANCORP/DE
-1.59%
-6,027
-0.01%
$10.45
151.58% $26.29
0.71%
CMCSA
COMCAST CORP-CLASS A
-2.25%
-200
-0.00%
$34.38
0.61% $34.59
0.05%
VOXX
VOXX INTERNATIONAL CORP
-2.48%
-95,495
-0.05%
$2.85
163.16% $7.50
1.96%
BMY
BRISTOL-MYERS SQUIBB CO
-2.61%
-27,523
-0.28%
$55.74
15.63% $47.03
10.46%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
-2.77%
-35,208
-0.31%
$47.36
17.83% $38.92
10.70%
NYCB
NEW YORK COMMUNITY BANCORP
-2.93%
-157,735
-0.27%
$9.39
12.35% $10.55
8.96%
AGO
ASSURED GUARANTY LTD
-3.89%
-59,408
-0.28%
$25.79
225.51% $83.95
6.92%
CWEGF
CREW ENERGY INC
-3.96%
-7,500
-0.00%
$0.14
3K+% $5.51
0.00%
PFE
PFIZER INC
-4.87%
-39,468
-0.24%
$32.64
29.41% $23.04
4.60%
MBI
MBIA INC
-5.36%
-289,788
-0.38%
$7.14
40.76% $4.23
6.68%
C
CITIGROUP INC
-6.48%
-65,269
-0.50%
$42.12
74.31% $73.42
7.26%
NTP
NAM TAI PROPERTY INC
-6.57%
-138,569
-0.14%
$5.50
23.27% $4.22
1.98%
VZ
VERIZON COMMUNICATIONS INC
-8.30%
-1,630
-0.02%
$53.73
19.73% $43.13
0.18%
HOLX
HOLOGIC INC
-9.53%
-28,066
-0.18%
$35.10
55.21% $54.48
1.71%
NVS
NOVARTIS AG-SPONSORED ADR
-9.99%
-2,575
-0.04%
$82.45
36.45% $112.50
0.35%
T
AT&T INC
-10.37%
-1,893
-0.01%
$29.15
6.59% $27.23
0.09%
ALC
ALCON INC
-16.82%
-800
-0.01%
$51.00
68.89% $86.14
0.00%
CVX
CHEVRON CORP
-22.85%
-1,000
-0.01%
$72.46
86.71% $135.29
0.04%
AAPL
APPLE INC
-70.67%
-2,892
-0.03%
$63.57
216.74% $201.36
0.01%
NYT
NEW YORK TIMES CO-A
-99.52%
-308,674
-1.73%
$30.71
78.74% $54.89
0.01%
36 of 1,566

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.