Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 41 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 10, bought 3 totally new, decreased the number of shares of 24 and completely sold out 4 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (FLG) FLAGSTAR FINANCIAL INC (new buy), (TRMLF) TOURMALINE OIL CORP (new buy), (WBS) WEBSTER FINANCIAL CORP (added shares +51.59%), (FBAK) FIRST NATIONAL BANK ALASKA (added shares +31.87%) and (NVS) NOVARTIS AG-SPONSORED ADR (added shares +20.48%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (13.86%), (MRK) MERCK & CO INC (11%), (DIS) WALT DISNEY CO/THE (8.54%), (BMY) BRISTOL-MYERS SQUIBB CO (8.48%) and (BP) BP PLC-SPONS ADR (7.65%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (reduced shares -23.58%), (MRK) MERCK & CO INC (reduced shares -12.33%), (DIS) WALT DISNEY CO/THE (reduced shares -12.93%), (BMY) BRISTOL-MYERS SQUIBB CO (reduced shares -16.45%) and (BP) BP PLC-SPONS ADR (reduced shares -24.98%).

2024 Q2 (39 results)
OBT
buy
+4,000
+0.04%
$53.00
55.51% $23.58
0.04%
DIS
+135.17%
+126,971
+2.12%
$99.29
1.23% $98.07
3.69%
NYCB
+96.54%
+5,998,313
+3.25%
$3.22
227.64% $10.55
6.61%
BAYRY
+41.15%
+1,275,315
+1.51%
$7.04
12.78% $6.14
5.18%
OGN
+40.74%
+480,819
+1.67%
$20.70
29.90% $14.51
5.78%
NVS
+14.07%
+2,168
+0.04%
$106.46
5.73% $112.57
0.31%
MBI
+7.60%
+393,650
+0.36%
$5.49
8.74% $5.01
0.00%
SEB
+1.91%
+173
+0.09%
$3,160.78
14.22% $2,711.29
4.90%
XOM
+1.12%
+159
+0.00%
$115.11
2.28% $117.73
0.28%
C
-0.38%
-4,594
-0.05%
$63.46
10.83% $70.33
12.74%
BMY
-0.57%
-4,733
-0.03%
$41.53
44.52% $60.02
5.77%
RFL
-0.62%
-1,679
-0.00%
$1.44
31.86% $1.90
0.07%
GNE
-0.69%
-2,025
-0.00%
$14.62
3.28% $15.10
0.72%
GSK
-0.99%
-12,383
-0.08%
$38.50
0.62% $38.74
8.03%
CSX
-0.99%
-500
-0.00%
$33.44
12.95% $29.11
0.28%
BP
-1.51%
-25,218
-0.15%
$36.10
6.21% $33.86
9.95%
NAVI
-1.88%
-421
-0.00%
$14.56
11.95% $12.82
0.05%
PFE
-1.98%
-20,289
-0.10%
$27.98
9.90% $25.21
4.71%
VZ
-2.47%
-248
-0.00%
$41.23
8.97% $44.93
0.07%
IDW
-2.60%
-1,704
-0.00%
$0.31
40.25% $0.43
0.00%
HOLX
-3.40%
-900
-0.01%
$74.26
17.42% $61.32
0.32%
ZDGE
-3.46%
-3,974
-0.00%
$3.05
22.98% $2.35
0.06%
MRK
-3.57%
-21,904
-0.46%
$123.80
27.92% $89.23
12.32%
MSFT
-3.94%
-75
-0.01%
$446.96
15.25% $378.80
0.14%
IDT
-4.06%
-14,041
-0.08%
$35.92
44.26% $51.82
2.00%
PNC
-9.61%
-185
-0.00%
$155.75
10.36% $171.88
0.05%
PTEN
-12.50%
-331,478
-0.58%
$10.36
20.95% $8.19
4.04%
JPM
-13.19%
-510
-0.02%
$202.26
20.07% $242.85
0.11%
PG
-15.00%
-300
-0.01%
$164.71
2.02% $168.03
0.05%
VOXX
-38.18%
-1,087,822
-0.58%
$3.16
137.35% $7.50
0.94%
GTX
-43.07%
-9,252
-0.01%
$8.59
4.73% $8.18
0.02%
BAC
-44.44%
-15,064
-0.10%
$39.78
3.68% $41.25
0.13%
HLN
-48.10%
-228,134
-0.32%
$8.26
-
0.34%
CI
-56.77%
-625
-0.07%
$694.47
53.20% $325.04
0.06%
VTRSV
-57.86%
-19,435
-0.03%
$10.66
-
0.03%
AGO
-68.98%
-669,493
-8.68%
$77.15
13.07% $87.23
3.90%
WBS
-78.74%
-77,113
-0.57%
$43.61
17.02% $51.03
0.15%
EGLE
-100.00%
-4,460
-0.05%
$62.56
0.10% $62.62
0.00%
GBCI
-100.00%
-6,264
-0.04%
$40.23
8.90% $43.81
0.00%
39 of 1,521

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.