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 Q1 (29 results)
AGO
ASSURED GUARANTY LTD
buy
+385,130
+2.46%
$37.11
151.71% $93.41
2.46%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
+26.12%
+174,144
+1.58%
$52.70
34.86% $34.33
7.62%
BP
BP PLC-SPONS ADR
+4.99%
+65,330
+0.39%
$34.52
15.61% $29.13
8.17%
BB
BLACKBERRY LTD
+3.91%
+101,417
+0.23%
$7.75
66.32% $2.61
6.03%
NVS
NOVARTIS AG-SPONSORED ADR
+3.10%
+424
+0.01%
$74.27
41.20% $104.87
0.36%
MBI
MBIA INC
+1.33%
+58,034
+0.08%
$8.47
17.95% $6.95
6.45%
VOXX
VOXX INTERNATIONAL CORP
+1.01%
+16,992
+0.02%
$5.20
45.96% $7.59
1.58%
TPHS
TRINITY PLACE HOLDINGS INC
+0.06%
+600
+0.00%
$0.81
92.62% $0.06
0.15%
ZDGE
ZEDGE INC-CL B
-0.23%
-367
-0.00%
$3.07
11.73% $2.71
0.08%
STRP
STRAIGHT PATH COMM- B
-0.26%
-536
-0.00%
$35.97
-
1.32%
GNE
GENIE ENERGY LTD-B
-0.27%
-621
-0.00%
$7.24
114.09% $15.50
0.50%
NTP
NAM TAI PROPERTY INC
-0.28%
-2,808
-0.01%
$6.90
38.84% $4.22
2.27%
IDW
IDW MEDIA HOLDINGS INC-B
-0.38%
-300
-0.00%
$50.00
99.14% $0.43
0.67%
SEB
SEABOARD CORP
-0.44%
-37
-0.03%
$4,169.46
36.69% $2,639.89
5.98%
C
CITIGROUP INC
-0.49%
-5,340
-0.05%
$59.82
17.29% $70.16
11.15%
NYT
NEW YORK TIMES CO-A
-0.84%
-31,470
-0.08%
$14.40
277.64% $54.38
9.16%
MRKC
MERCK & CO, INC
-1.32%
-6,752
-0.14%
$63.54
-
10.27%
IBM
INTL BUSINESS MACHINES CORP
-1.70%
-55
-0.00%
$174.14
30.31% $226.92
0.17%
T
AT&T INC
-3.04%
-96
-0.00%
$41.55
44.00% $23.27
0.04%
PTEN
PATTERSON-UTI ENERGY INC
-4.77%
-46,745
-0.20%
$24.27
65.14% $8.46
3.90%
NYCB
NEW YORK COMMUNITY BANCORP
-8.99%
-200,612
-0.48%
$13.97
24.48% $10.55
4.88%
STL
STERLING BANCORP/DE
-9.05%
-91,585
-0.37%
$23.70
10.93% $26.29
3.75%
IDT
IDT CORP CLASS B
-11.78%
-54,393
-0.12%
$12.72
305.97% $51.64
0.89%
CMCSA
COMCAST CORP-CLASS A
-17.28%
-3,272
-0.02%
$23.11
84.15% $42.56
0.11%
PFE
PFIZER INC
-22.39%
-190,730
-1.13%
$34.21
24.50% $25.83
3.93%
HOLX
HOLOGIC INC
-23.30%
-279,005
-2.04%
$42.55
86.70% $79.44
6.72%
NAVI
NAVIENT CORP
-25.71%
-46,898
-0.12%
$14.76
3.79% $15.32
0.34%
1856613D
MONSANTO CO
-52.24%
-3,496
-0.07%
$113.20
-
0.06%
SLM
SLM CORP
-100.00%
-29,180
-0.08%
$11.02
146.82% $27.20
0.00%
29 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.