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 Q1 (30 results)
RFL
RAFAEL HOLDINGS INC-CLASS B
buy
+320,326
+0.25%
$4.85
61.65% $1.86
0.25%
CVX
CHEVRON CORP
+24.70%
+1,000
+0.02%
$114.04
42.15% $162.11
0.09%
AGO
ASSURED GUARANTY LTD
+16.71%
+177,543
+1.02%
$36.20
158.04% $93.41
7.15%
NYCB
NEW YORK COMMUNITY BANCORP
+15.96%
+303,207
+0.63%
$13.03
19.03% $10.55
4.57%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+8.03%
+40,983
+0.57%
$48.84
29.71% $34.33
7.66%
T
AT&T INC
+7.35%
+774
+0.00%
$35.65
34.73% $23.27
0.06%
BMY
BRISTOL-MYERS SQUIBB CO
+3.67%
+700
+0.01%
$63.25
6.29% $59.27
0.20%
MBI
MBIA INC
+0.78%
+35,932
+0.05%
$9.26
24.95% $6.95
6.82%
BP
BP PLC-SPONS ADR
-0.10%
-1,450
-0.01%
$40.54
28.15% $29.13
9.08%
IDT
IDT CORP CLASS B
-0.25%
-1,633
-0.00%
$6.27
723.60% $51.64
0.64%
ZDGE
ZEDGE INC-CL B
-0.39%
-543
-0.00%
$3.20
15.31% $2.71
0.07%
VOXX
VOXX INTERNATIONAL CORP
-0.53%
-18,915
-0.02%
$4.95
53.33% $7.59
2.89%
XOM
EXXON MOBIL CORP
-0.59%
-100
-0.00%
$74.61
57.70% $117.66
0.20%
SEB
SEABOARD CORP
-0.64%
-49
-0.03%
$4,265.00
38.10% $2,639.89
5.29%
PFE
PFIZER INC
-0.84%
-4,662
-0.03%
$35.49
27.22% $25.83
3.11%
GNE
GENIE ENERGY LTD-B
-1.47%
-5,967
-0.00%
$4.99
210.62% $15.50
0.32%
MRKC
MERCK & CO, INC
-1.61%
-14,822
-0.13%
$54.47
-
7.85%
BB
BLACKBERRY LTD
-1.88%
-50,386
-0.16%
$11.50
77.30% $2.61
8.18%
NTP
NAM TAI PROPERTY INC
-1.89%
-18,550
-0.07%
$12.45
66.10% $4.22
3.61%
PTEN
PATTERSON-UTI ENERGY INC
-1.90%
-26,400
-0.07%
$17.51
51.68% $8.46
3.81%
STL
STERLING BANCORP/DE
-2.37%
-21,114
-0.08%
$22.55
16.59% $26.29
3.13%
C
CITIGROUP INC
-3.40%
-33,416
-0.36%
$67.50
3.94% $70.16
10.20%
IDW
IDW MEDIA HOLDINGS INC-B
-4.03%
-1,727
-0.02%
$44.88
99.04% $0.43
0.54%
HOLX
HOLOGIC INC
-4.87%
-33,670
-0.20%
$37.36
112.63% $79.44
3.92%
BAC
BANK OF AMERICA CORP
-5.42%
-905
-0.01%
$29.99
59.29% $47.77
0.12%
CMCSA
COMCAST CORP-CLASS A
-7.08%
-390
-0.00%
$34.17
24.55% $42.56
0.05%
NVS
NOVARTIS AG-SPONSORED ADR
-17.29%
-2,369
-0.06%
$80.85
29.71% $104.87
0.28%
NYT
NEW YORK TIMES CO-A
-22.36%
-650,084
-2.50%
$24.10
125.64% $54.38
8.67%
NAVI
NAVIENT CORP
-26.57%
-14,166
-0.03%
$13.12
16.77% $15.32
0.08%
STRP
STRAIGHT PATH COMM- B
-100.00%
-17,950
-0.52%
$181.79
-
0.00%
30 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.