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 Q1 (28 results)
CWEGF
CREW ENERGY INC
buy
+7,500
+0.00%
$0.84
554.39% $5.51
0.00%
BMY
BRISTOL-MYERS SQUIBB CO
+2,428.07%
+472,290
+3.61%
$47.71
24.23% $59.27
3.76%
PTEN
PATTERSON-UTI ENERGY INC
+6.30%
+88,158
+0.22%
$14.02
39.66% $8.46
3.74%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+1.24%
+12,488
+0.10%
$52.24
34.28% $34.33
8.33%
PFE
PFIZER INC
-0.15%
-820
-0.01%
$42.47
39.18% $25.83
3.54%
T
AT&T INC
-0.40%
-50
-0.00%
$31.36
25.80% $23.27
0.06%
BB
BLACKBERRY LTD
-0.53%
-24,400
-0.04%
$10.09
74.13% $2.61
7.19%
GNE
GENIE ENERGY LTD-B
-0.60%
-2,371
-0.00%
$8.50
82.35% $15.50
0.52%
IDT
IDT CORP CLASS B
-0.65%
-4,099
-0.00%
$6.64
677.71% $51.64
0.65%
NYCB
NEW YORK COMMUNITY BANCORP
-0.93%
-40,448
-0.07%
$11.57
8.82% $10.55
7.75%
NTP
NAM TAI PROPERTY INC
-1.19%
-22,621
-0.03%
$9.85
57.16% $4.22
2.89%
XOM
EXXON MOBIL CORP
-1.25%
-234
-0.00%
$80.80
45.62% $117.66
0.25%
RFL
RAFAEL HOLDINGS INC-CLASS B
-1.75%
-5,549
-0.01%
$12.65
85.30% $1.86
0.62%
AGO
ASSURED GUARANTY LTD
-1.75%
-21,844
-0.15%
$44.43
110.24% $93.41
8.60%
BP
BP PLC-SPONS ADR
-2.02%
-28,285
-0.19%
$43.72
33.37% $29.13
9.37%
VOXX
VOXX INTERNATIONAL CORP
-2.24%
-80,905
-0.06%
$4.62
64.29% $7.59
2.55%
IDW
IDW MEDIA HOLDINGS INC-B
-2.45%
-1,830
-0.01%
$24.89
98.27% $0.43
0.28%
MBI
MBIA INC
-2.64%
-119,428
-0.18%
$9.52
27.00% $6.95
6.56%
ZDGE
ZEDGE INC-CL B
-2.71%
-3,107
-0.00%
$1.78
52.25% $2.71
0.04%
C
CITIGROUP INC
-2.79%
-26,466
-0.26%
$62.22
12.76% $70.16
8.95%
CMCSA
COMCAST CORP-CLASS A
-3.26%
-56
-0.00%
$39.55
7.62% $42.56
0.01%
SEB
SEABOARD CORP
-4.73%
-364
-0.24%
$4,284.70
38.39% $2,639.89
4.90%
MRKC
MERCK & CO, INC
-5.39%
-43,349
-0.62%
$83.17
-
10.80%
STL
STERLING BANCORP/DE
-24.49%
-125,464
-0.43%
$18.63
41.12% $26.29
1.32%
NAVI
NAVIENT CORP
-33.37%
-11,475
-0.02%
$11.57
32.41% $15.32
0.05%
HOLX
HOLOGIC INC
-38.12%
-195,024
-1.59%
$48.40
64.13% $79.44
2.57%
NYT
NEW YORK TIMES CO-A
-45.33%
-493,484
-2.86%
$32.85
65.54% $54.38
3.45%
BAC
BANK OF AMERICA CORP
-48.27%
-11,287
-0.05%
$27.59
73.14% $47.77
0.05%
28 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.