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%).

2015 Q2 (34 results)
MBI
+76.47%
+1,499,964
+1.52%
$6.01
5.32% $6.33
3.51%
BB
+39.97%
+943,149
+1.30%
$8.18
66.01% $2.78
4.56%
PTEN
+4.09%
+40,068
+0.13%
$18.82
40.15% $11.26
3.24%
TPHS
+1.51%
+17,477
+0.02%
$7.85
98.22% $0.14
1.55%
BMY
+1.41%
+400
+0.00%
$66.54
32.82% $44.70
0.32%
LRK
+0.60%
+202
+0.00%
$24.26
-
0.14%
BP
+0.60%
+5,439
+0.04%
$39.96
0.85% $39.62
6.15%
NTP
+0.04%
+1,304
+0.00%
$4.82
12.45% $4.22
2.37%
C
-0.36%
-4,076
-0.04%
$55.24
11.86% $61.79
10.50%
CTTMF
-1.05%
-83
-0.00%
$240.00
99.61% $0.93
0.00%
STL
-1.07%
-11,482
-0.03%
$14.70
78.84% $26.29
2.63%
NEU
-1.14%
-10
-0.00%
$443.89
20.21% $533.59
0.00%
GNE
-1.17%
-5,003
-0.01%
$10.47
49.95% $15.70
0.75%
MRKC
-1.28%
-13,202
-0.13%
$56.93
-
9.76%
HOLX
-1.31%
-17,990
-0.12%
$38.06
98.92% $75.71
8.73%
NYT
-1.46%
-58,591
-0.13%
$13.65
216.85% $43.25
9.08%
T
-1.46%
-173
-0.00%
$52.17
68.22% $16.58
0.10%
IDT
-1.62%
-8,022
-0.02%
$18.08
100.83% $36.31
1.49%
VOXX
-1.74%
-27,126
-0.04%
$8.28
20.77% $6.56
2.14%
PFE
-2.00%
-36,141
-0.20%
$33.53
24.66% $25.26
10.03%
SEB
-2.11%
-189
-0.11%
$3,599.00
10.94% $3,205.33
5.32%
STRP
-4.15%
-10,388
-0.06%
$32.79
-
1.33%
NYCB
-5.52%
-178,892
-0.55%
$18.38
83.30% $3.07
9.48%
BAC
-5.56%
-2,775
-0.01%
$17.02
122.74% $37.91
0.14%
KEY
-5.89%
-856
-0.00%
$15.02
2.73% $14.61
0.03%
NVS
-9.12%
-2,825
-0.05%
$98.34
0.73% $99.06
0.47%
CMCSA
-10.40%
-5,096
-0.03%
$30.07
25.94% $37.87
0.22%
CVX
-18.37%
-1,100
-0.02%
$96.47
71.33% $165.28
0.08%
SLM
-36.44%
-57,992
-0.10%
$9.87
122.19% $21.93
0.17%
FFIC
-39.14%
-6,074
-0.02%
$21.01
45.84% $11.38
0.00%
ORI
-40.49%
-758,725
-2.00%
$15.63
92.07% $30.02
2.94%
NAVI
-44.68%
-271,046
-0.83%
$18.21
13.45% $15.76
1.03%
ASTE
-100.00%
-5,000
-0.04%
$42.88
0.93% $42.48
0.00%
STR
-100.00%
-3,988
-0.06%
$95.43
75.03% $23.83
0.00%
34 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.