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 Q2 (27 results)
NYCB
NEW YORK COMMUNITY BANCORP
+38.71%
+737,843
+1.53%
$11.25
6.25% $10.55
5.47%
T
AT&T INC
+11.36%
+1,284
+0.01%
$32.11
27.53% $23.27
0.06%
NVS
NOVARTIS AG-SPONSORED ADR
+5.45%
+1,200
+0.01%
$75.54
38.83% $104.87
0.28%
CMCSA
COMCAST CORP-CLASS A
+3.36%
+300
+0.00%
$32.81
29.72% $42.56
0.05%
BB
BLACKBERRY LTD
+3.23%
+144,300
+0.22%
$9.65
72.95% $2.61
7.08%
ORI
OLD REPUBLIC INTL CORP
+1.88%
+765
+0.00%
$19.91
95.78% $38.98
0.15%
PTEN
PATTERSON-UTI ENERGY INC
+1.51%
+20,648
+0.06%
$18.00
53.00% $8.46
3.97%
AGO
ASSURED GUARANTY LTD
+1.42%
+16,872
+0.10%
$35.73
161.43% $93.41
7.15%
BMY
BRISTOL-MYERS SQUIBB CO
+1.01%
+188
+0.00%
$55.34
7.10% $59.27
0.18%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+0.48%
+4,760
+0.04%
$50.39
31.87% $34.33
7.93%
SEB
SEABOARD CORP
-0.19%
-15
-0.01%
$3,962.74
33.38% $2,639.89
4.90%
MBI
MBIA INC
-0.26%
-10,472
-0.02%
$9.04
23.12% $6.95
6.64%
NTP
NAM TAI PROPERTY INC
-0.27%
-5,000
-0.01%
$10.95
61.46% $4.22
3.16%
IDT
IDT CORP CLASS B
-0.28%
-1,619
-0.00%
$5.62
818.86% $51.64
0.57%
RFL
RAFAEL HOLDINGS INC-CLASS B
-0.28%
-754
-0.00%
$9.19
79.76% $1.86
0.47%
IDW
IDW MEDIA HOLDINGS INC-B
-0.39%
-296
-0.00%
$43.00
99.00% $0.43
0.51%
ZDGE
ZEDGE INC-CL B
-0.44%
-603
-0.00%
$3.76
27.93% $2.71
0.08%
GNE
GENIE ENERGY LTD-B
-0.45%
-1,646
-0.00%
$4.96
212.50% $15.50
0.31%
PFE
PFIZER INC
-0.54%
-2,977
-0.02%
$36.28
28.80% $25.83
3.16%
VOXX
VOXX INTERNATIONAL CORP
-0.71%
-25,863
-0.02%
$5.40
40.56% $7.59
3.12%
MRKC
MERCK & CO, INC
-0.81%
-7,310
-0.07%
$60.70
-
8.66%
C
CITIGROUP INC
-0.95%
-8,989
-0.10%
$66.92
4.84% $70.16
10.00%
BP
BP PLC-SPONS ADR
-1.14%
-16,000
-0.12%
$45.66
36.20% $29.13
10.10%
STL
STERLING BANCORP/DE
-2.41%
-21,009
-0.08%
$23.50
11.87% $26.29
3.18%
NAVI
NAVIENT CORP
-2.41%
-944
-0.00%
$13.03
17.57% $15.32
0.08%
HOLX
HOLOGIC INC
-7.14%
-46,970
-0.30%
$39.75
99.85% $79.44
3.86%
NYT
NEW YORK TIMES CO-A
-20.40%
-460,450
-1.90%
$25.90
109.96% $54.38
7.41%
27 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.