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 Q2 (44 results)
VZ
VERIZON COMMUNICATIONS INC
buy
+8,362
+0.06%
$57.13
22.32% $44.38
0.06%
ED
CONSOLIDATED EDISON INC
buy
+1,674
+0.02%
$87.68
15.85% $101.58
0.02%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
buy
+3,200
+0.09%
$213.17
126.62% $483.08
0.09%
LWAY
LIFEWAY FOODS INC
buy
+7,200
+0.00%
$3.64
581.59% $24.81
0.00%
HOPE
HOPE BANCORP INC
buy
+23,461
+0.05%
$13.78
0.07% $13.77
0.05%
VRAY
VIEWRAY INC
buy
+112,500
+0.12%
$8.81
99.66% $0.03
0.12%
GBCI
GLACIER BANCORP INC
buy
+13,845
+0.09%
$40.55
44.07% $58.42
0.09%
OBT
ORANGE COUNTY BANCORP INC
buy
+16,400
+0.05%
$26.51
122.75% $59.05
0.05%
VHI
VALHI INC
buy
+544
+0.00%
$35.64
26.63% $26.15
0.00%
ALC
ALCON INC
buy
+4,249
+0.04%
$61.84
42.68% $88.23
0.04%
FBAK
FIRST NATIONAL BANK ALASKA
buy
+6,810
+0.21%
$242.00
0.31% $241.25
0.21%
SBBX
SB ONE BANCORP
buy
+13,361
+0.06%
$22.35
-
0.06%
CCRK
COAL CREEK COMPANY/THE
buy
+983
+0.04%
$335.00
-
0.04%
CWEGF
CREW ENERGY INC
+2,426.67%
+141,960
+0.01%
$0.64
761.75% $5.51
0.02%
MRKC
MERCK & CO, INC
+1,183.53%
+9,839,726
+10.31%
$8.39
-
11.19%
CMCSA
COMCAST CORP-CLASS A
+261.18%
+4,346
+0.02%
$42.28
0.66% $42.56
0.03%
BMY
BRISTOL-MYERS SQUIBB CO
+101.90%
+416,283
+2.91%
$45.35
30.69% $59.27
5.77%
SEB
SEABOARD CORP
+80.89%
+5,925
+3.06%
$4,136.74
36.18% $2,639.89
6.85%
TPHS
TRINITY PLACE HOLDINGS INC
+69.36%
+425,787
+0.33%
$3.95
98.48% $0.06
0.80%
PFE
PFIZER INC
+51.06%
+183,888
+1.48%
$43.32
40.37% $25.83
4.37%
RFL
RAFAEL HOLDINGS INC-CLASS B
+38.42%
+119,886
+0.43%
$28.75
93.53% $1.86
1.55%
IDT
IDT CORP CLASS B
+38.06%
+240,195
+0.23%
$7.62
578.06% $51.64
0.83%
IDW
IDW MEDIA HOLDINGS INC-B
+33.31%
+24,227
+0.06%
$18.49
97.67% $0.43
0.22%
NYCB
NEW YORK COMMUNITY BANCORP
+27.55%
+1,180,860
+1.47%
$9.98
5.71% $10.55
6.82%
MBI
MBIA INC
+27.25%
+1,202,254
+1.40%
$9.31
25.35% $6.95
6.54%
ZDGE
ZEDGE INC-CL B
+26.81%
+35,593
+0.01%
$1.65
64.24% $2.71
0.03%
AGO
ASSURED GUARANTY LTD
+26.38%
+326,930
+1.72%
$42.08
121.98% $93.41
8.24%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+25.73%
+262,771
+1.64%
$50.03
31.37% $34.33
8.03%
BP
BP PLC-SPONS ADR
+22.11%
+303,107
+1.58%
$41.70
30.14% $29.13
8.73%
BB
BLACKBERRY LTD
+21.96%
+1,001,865
+0.93%
$7.46
65.01% $2.61
5.19%
C
CITIGROUP INC
+19.84%
+145,217
+1.60%
$70.03
0.19% $70.16
9.66%
T
AT&T INC
+19.73%
+2,483
+0.01%
$33.51
30.56% $23.27
0.06%
NTP
NAM TAI PROPERTY INC
+18.98%
+251,104
+0.43%
$9.75
56.72% $4.22
2.72%
BAC
BANK OF AMERICA CORP
+17.51%
+2,118
+0.01%
$29.04
64.49% $47.77
0.05%
GNE
GENIE ENERGY LTD-B
+17.37%
+67,958
+0.09%
$10.65
45.54% $15.50
0.61%
STL
STERLING BANCORP/DE
+15.48%
+70,045
+0.19%
$21.28
23.54% $26.29
1.39%
PTEN
PATTERSON-UTI ENERGY INC
+15.23%
+260,381
+0.37%
$11.51
26.50% $8.46
2.83%
NVS
NOVARTIS AG-SPONSORED ADR
+13.32%
+2,090
+0.03%
$91.31
14.85% $104.87
0.29%
VOXX
VOXX INTERNATIONAL CORP
+12.15%
+429,789
+0.22%
$4.16
82.45% $7.59
2.06%
CVX
CHEVRON CORP
+10.32%
+428
+0.01%
$124.44
30.27% $162.11
0.07%
HOLX
HOLOGIC INC
-0.22%
-742
-0.00%
$48.02
65.43% $79.44
2.04%
XOM
EXXON MOBIL CORP
-3.07%
-459
-0.01%
$76.63
53.54% $117.66
0.18%
NYT
NEW YORK TIMES CO-A
-29.77%
-200,240
-0.82%
$32.62
66.71% $54.38
1.93%
ORI
OLD REPUBLIC INTL CORP
-100.00%
-48,900
-0.13%
$20.92
86.33% $38.98
0.00%
44 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.