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 Q2 (31 results)
AGO
ASSURED GUARANTY LTD
+101.67%
+391,575
+2.49%
$41.74
123.79% $93.41
4.94%
IDT
IDT CORP CLASS B
+31.54%
+128,515
+0.28%
$14.37
259.36% $51.64
1.17%
VOXX
VOXX INTERNATIONAL CORP
+30.89%
+544,741
+0.68%
$8.20
7.44% $7.59
2.89%
NTP
NAM TAI PROPERTY INC
+3.33%
+63,800
+0.08%
$8.00
47.25% $4.22
2.41%
BP
BP PLC-SPONS ADR
+1.67%
+21,399
+0.12%
$34.65
15.93% $29.13
7.39%
MBI
MBIA INC
+1.30%
+49,077
+0.08%
$9.43
26.30% $6.95
6.45%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+0.39%
+3,272
+0.03%
$53.90
36.31% $34.33
6.94%
BB
BLACKBERRY LTD
-0.12%
-5,600
-0.01%
$9.99
73.87% $2.61
6.89%
STL
STERLING BANCORP/DE
-0.22%
-2,000
-0.01%
$23.25
13.06% $26.29
3.26%
ZDGE
ZEDGE INC-CL B
-0.46%
-717
-0.00%
$2.21
22.40% $2.71
0.05%
XOM
EXXON MOBIL CORP
-0.58%
-90
-0.00%
$80.73
45.75% $117.66
0.21%
GNE
GENIE ENERGY LTD-B
-0.61%
-2,485
-0.00%
$7.62
103.41% $15.50
0.47%
IDW
IDW MEDIA HOLDINGS INC-B
-0.66%
-452
-0.00%
$48.50
99.11% $0.43
0.58%
SEB
SEABOARD CORP
-0.67%
-45
-0.03%
$3,995.00
33.92% $2,639.89
5.04%
MRKC
MERCK & CO, INC
-0.77%
-7,279
-0.07%
$64.09
-
9.12%
PTEN
PATTERSON-UTI ENERGY INC
-1.15%
-10,700
-0.03%
$20.19
58.10% $8.46
2.84%
TPHS
TRINITY PLACE HOLDINGS INC
-1.24%
-10,494
-0.01%
$7.11
99.16% $0.06
1.14%
NYCB
NEW YORK COMMUNITY BANCORP
-3.34%
-56,918
-0.14%
$13.13
19.65% $10.55
3.93%
C
CITIGROUP INC
-5.25%
-52,012
-0.58%
$66.88
4.90% $70.16
10.47%
NVS
NOVARTIS AG-SPONSORED ADR
-6.09%
-1,700
-0.02%
$83.47
25.64% $104.87
0.33%
CVX
CHEVRON CORP
-6.90%
-300
-0.00%
$104.33
55.38% $162.11
0.06%
NYT
NEW YORK TIMES CO-A
-7.07%
-261,233
-0.71%
$17.70
207.23% $54.38
9.27%
HOLX
HOLOGIC INC
-12.95%
-105,256
-0.82%
$45.38
75.06% $79.44
5.53%
PFE
PFIZER INC
-13.48%
-90,017
-0.46%
$33.59
23.10% $25.83
2.96%
STRP
STRAIGHT PATH COMM- B
-18.62%
-39,620
-1.09%
$179.65
-
4.74%
CMCSA
COMCAST CORP-CLASS A
-22.66%
-6,121
-0.04%
$38.92
9.35% $42.56
0.12%
1856613D
MONSANTO CO
-25.34%
-810
-0.01%
$118.36
-
0.04%
BMY
BRISTOL-MYERS SQUIBB CO
-31.49%
-9,000
-0.08%
$55.72
6.37% $59.27
0.17%
IBM
INTL BUSINESS MACHINES CORP
-42.54%
-2,460
-0.06%
$153.83
47.51% $226.92
0.08%
NAVI
NAVIENT CORP
-46.32%
-62,755
-0.16%
$16.65
7.99% $15.32
0.18%
GE
GENERAL ELECTRIC CO
-100.00%
-1,875
-0.07%
$238.40
24.24% $180.60
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.