Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 36 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 28 and completely sold out 1 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (BAYRY) BAYER AG-SPONSORED ADR (new buy), (T) AT&T INC (added shares +152.25%), (MBI) MBIA INC (added shares +0.42%), (BAC) BANK OF AMERICA CORP (added shares +7.65%) and (VZ) VERIZON COMMUNICATIONS INC (added shares +4.84%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (AGO) ASSURED GUARANTY LTD (11.64%), (MRK) MERCK & CO INC (10.73%), (NYCB) NEW YORK COMMUNITY BANCORP (9.93%), (C) CITIGROUP INC COM NEW (9.8%) and (BP) BP PLC-SPONS ADR (9.56%).

In the latest report(s) the following changes have been made to the top investments: (AGO) ASSURED GUARANTY LTD (reduced shares -3.4%), (MRK) MERCK & CO INC (reduced shares -2.23%), (NYCB) NEW YORK COMMUNITY BANCORP (reduced shares -2.13%), (C) CITIGROUP INC COM NEW (reduced shares -0.52%) and (BP) BP PLC-SPONS ADR (reduced shares -3.37%).

2023 Q2 (30 results)
VRAY
+26.39%
+427,750
+0.02%
$0.35
91.48% $0.03
0.11%
PFE
+3.54%
+36,429
+0.20%
$36.68
29.12% $26.00
5.73%
MBI
+2.20%
+103,933
+0.13%
$8.64
29.17% $6.12
6.13%
VZ
+0.23%
+31
+0.00%
$37.15
8.98% $40.49
0.07%
NTP
-0.12%
-100
-0.00%
$5.50
23.21% $4.22
0.07%
BB
-0.47%
-6,700
-0.01%
$5.53
50.27% $2.75
1.14%
NYCB
-0.57%
-36,472
-0.06%
$11.24
73.75% $2.95
10.47%
C
-0.88%
-10,747
-0.07%
$46.04
28.45% $59.14
8.15%
GSK
-1.10%
-14,018
-0.07%
$35.64
11.53% $39.75
6.60%
RFL
-1.54%
-4,298
-0.00%
$2.09
15.77% $1.76
0.08%
VOXX
-1.97%
-58,850
-0.11%
$12.71
45.77% $6.89
5.45%
IDW
-2.02%
-1,400
-0.00%
$0.65
33.86% $0.43
0.01%
XOM
-2.10%
-300
-0.00%
$107.27
11.75% $119.88
0.22%
ZDGE
-2.37%
-2,863
-0.00%
$2.24
3.18% $2.31
0.04%
VTRSV
-2.52%
-1,855
-0.00%
$9.98
-
0.11%
GNE
-2.74%
-8,498
-0.02%
$14.14
12.45% $15.90
0.63%
OGN
-2.96%
-1,821
-0.01%
$20.80
14.34% $17.82
0.18%
BMY
-3.25%
-29,312
-0.30%
$70.38
30.48% $48.93
8.99%
MRK
-3.41%
-22,933
-0.39%
$115.39
9.00% $125.78
10.97%
IDT
-3.58%
-13,116
-0.05%
$25.85
41.89% $36.68
1.34%
PTEN
-5.37%
-217,820
-0.38%
$11.97
3.84% $11.51
6.73%
WBS
-5.85%
-6,609
-0.04%
$37.75
22.89% $46.39
0.59%
BP
-5.99%
-117,466
-0.61%
$35.29
9.15% $38.52
9.53%
HLN
-8.02%
-110,834
-0.14%
$8.38
-
1.56%
AGO
-9.20%
-105,219
-0.86%
$55.80
38.92% $77.52
8.50%
BAC
-18.26%
-7,258
-0.03%
$28.70
28.81% $36.97
0.14%
CWEGF
-32.53%
-92,000
-0.06%
$4.11
22.13% $3.20
0.11%
PEYUF
-66.28%
-35,000
-0.04%
$8.31
30.91% $10.88
0.02%
PFS
-100.00%
-27,472
-0.08%
$19.18
24.62% $14.46
0.00%
BRK.B
-100.00%
-3,107
-0.14%
$308.62
31.26% $405.08
0.00%
30 of 1,353

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.