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
2018 Q3 (26 results)
NYCB
NEW YORK COMMUNITY BANCORP
+29.29%
+895,314
+1.43%
$10.37
1.74% $10.55
6.29%
NTP
NAM TAI PROPERTY INC
+21.37%
+388,000
+0.51%
$8.51
50.40% $4.22
2.88%
VOXX
VOXX INTERNATIONAL CORP
+4.27%
+155,216
+0.12%
$5.20
45.96% $7.59
3.03%
AGO
ASSURED GUARANTY LTD
+1.06%
+13,340
+0.09%
$42.23
121.19% $93.41
8.24%
BP
BP PLC-SPONS ADR
+0.99%
+10,868
+0.10%
$46.10
36.81% $29.13
9.94%
T
AT&T INC
+0.66%
+66
+0.00%
$33.58
30.70% $23.27
0.07%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+0.40%
+3,939
+0.03%
$50.21
31.63% $34.33
7.66%
IDT
IDT CORP CLASS B
-0.38%
-2,399
-0.00%
$5.34
867.04% $51.64
0.52%
RFL
RAFAEL HOLDINGS INC-CLASS B
-0.38%
-1,198
-0.00%
$8.40
77.86% $1.86
0.41%
TPHS
TRINITY PLACE HOLDINGS INC
-0.39%
-3,745
-0.00%
$6.09
99.01% $0.06
0.90%
IDW
IDW MEDIA HOLDINGS INC-B
-0.49%
-370
-0.00%
$37.19
98.84% $0.43
0.43%
ZDGE
ZEDGE INC-CL B
-0.58%
-522
-0.00%
$1.99
36.18% $2.71
0.04%
GNE
GENIE ENERGY LTD-B
-0.60%
-2,399
-0.00%
$5.40
187.04% $15.50
0.33%
BB
BLACKBERRY LTD
-0.78%
-36,150
-0.06%
$11.38
77.07% $2.61
7.99%
C
CITIGROUP INC
-1.11%
-8,098
-0.12%
$71.74
2.20% $70.16
10.24%
PTEN
PATTERSON-UTI ENERGY INC
-1.15%
-10,891
-0.04%
$17.11
50.56% $8.46
3.60%
MRKC
MERCK & CO, INC
-1.15%
-7,546
-0.11%
$70.94
-
9.66%
XOM
EXXON MOBIL CORP
-1.25%
-161
-0.00%
$85.02
38.39% $117.66
0.22%
MBI
MBIA INC
-1.35%
-62,450
-0.10%
$10.69
34.99% $6.95
7.47%
PFE
PFIZER INC
-1.77%
-9,658
-0.07%
$44.07
41.39% $25.83
3.64%
HOLX
HOLOGIC INC
-5.39%
-24,541
-0.21%
$40.98
93.85% $79.44
3.64%
BAC
BANK OF AMERICA CORP
-7.65%
-2,000
-0.01%
$29.46
62.15% $47.77
0.11%
CVX
CHEVRON CORP
-17.83%
-900
-0.02%
$122.28
32.57% $162.11
0.08%
STL
STERLING BANCORP/DE
-19.54%
-111,213
-0.56%
$22.00
19.50% $26.29
2.31%
NYT
NEW YORK TIMES CO-A
-19.61%
-246,705
-1.25%
$23.15
134.90% $54.38
5.14%
CMCSA
COMCAST CORP-CLASS A
-81.35%
-7,504
-0.04%
$35.41
20.19% $42.56
0.01%
26 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.