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
2017 Q3 (31 results)
T
AT&T INC
+112.90%
+5,582
+0.03%
$39.17
40.59% $23.27
0.06%
VOXX
VOXX INTERNATIONAL CORP
+58.21%
+1,343,600
+1.76%
$8.55
11.23% $7.59
4.77%
PTEN
PATTERSON-UTI ENERGY INC
+39.44%
+363,985
+1.16%
$20.94
59.60% $8.46
4.12%
AGO
ASSURED GUARANTY LTD
+15.98%
+124,130
+0.72%
$37.75
147.44% $93.41
5.20%
IDT
IDT CORP CLASS B
+1.12%
+6,004
+0.01%
$14.08
266.76% $51.64
1.17%
GNE
GENIE ENERGY LTD-B
+1.00%
+4,003
+0.00%
$6.55
136.64% $15.50
0.41%
IDW
IDW MEDIA HOLDINGS INC-B
+0.89%
+593
+0.01%
$48.50
99.11% $0.43
0.58%
BP
BP PLC-SPONS ADR
+0.65%
+8,312
+0.05%
$38.43
24.20% $29.13
8.27%
STL
STERLING BANCORP/DE
+0.33%
+3,061
+0.01%
$24.65
6.67% $26.29
3.47%
NTP
NAM TAI PROPERTY INC
+0.33%
+6,620
+0.01%
$7.97
47.07% $4.22
2.42%
NVS
NOVARTIS AG-SPONSORED ADR
-0.26%
-67
-0.00%
$85.85
22.15% $104.87
0.34%
NYCB
NEW YORK COMMUNITY BANCORP
-0.47%
-7,738
-0.02%
$12.89
18.15% $10.55
3.85%
MRKC
MERCK & CO, INC
-1.51%
-14,110
-0.14%
$64.03
-
8.99%
BB
BLACKBERRY LTD
-1.78%
-80,550
-0.14%
$11.18
76.65% $2.61
7.58%
C
CITIGROUP INC
-2.13%
-19,752
-0.24%
$72.74
3.55% $70.16
11.17%
XOM
EXXON MOBIL CORP
-2.61%
-400
-0.01%
$81.98
43.52% $117.66
0.21%
BMY
BRISTOL-MYERS SQUIBB CO
-2.72%
-533
-0.01%
$63.74
7.01% $59.27
0.19%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
-3.22%
-27,160
-0.21%
$50.75
32.35% $34.33
6.33%
MBI
MBIA INC
-3.28%
-124,302
-0.20%
$8.70
20.11% $6.95
5.76%
PFE
PFIZER INC
-3.48%
-20,121
-0.11%
$35.70
27.65% $25.83
3.04%
SEB
SEABOARD CORP
-4.69%
-310
-0.27%
$4,505.00
41.40% $2,639.89
5.43%
CMCSA
COMCAST CORP-CLASS A
-7.55%
-1,578
-0.01%
$38.48
10.60% $42.56
0.11%
TPHS
TRINITY PLACE HOLDINGS INC
-7.71%
-63,522
-0.09%
$7.02
99.15% $0.06
1.04%
HOLX
HOLOGIC INC
-8.46%
-59,192
-0.38%
$36.69
116.52% $79.44
4.10%
NYT
NEW YORK TIMES CO-A
-9.40%
-322,978
-0.97%
$19.60
177.45% $54.38
9.32%
ZDGE
ZEDGE INC-CL B
-10.51%
-16,318
-0.00%
$1.92
41.15% $2.71
0.04%
1856613D
MONSANTO CO
-25.31%
-604
-0.01%
$119.82
-
0.00%
BAC
BANK OF AMERICA CORP
-26.55%
-7,334
-0.03%
$25.34
88.52% $47.77
0.08%
NAVI
NAVIENT CORP
-28.53%
-20,755
-0.05%
$15.02
2.00% $15.32
0.12%
STRP
STRAIGHT PATH COMM- B
-67.57%
-117,018
-3.23%
$180.67
-
1.55%
IBM
INTL BUSINESS MACHINES CORP
-98.50%
-3,273
-0.07%
$145.08
56.41% $226.92
0.00%
31 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.