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%).

2023 Q4 (36 results)
BAYRY
buy
+712,500
+1.04%
$9.23
44.85% $5.09
1.04%
T
+152.25%
+10,102
+0.03%
$16.79
36.85% $22.98
0.00%
BAC
+7.65%
+2,912
+0.02%
$33.66
38.01% $46.46
0.22%
VZ
+4.84%
+596
+0.00%
$37.68
12.80% $42.50
0.08%
TPHS
+2.77%
+41,085
+0.00%
$0.11
64.03% $0.04
0.03%
CMCSA
+2.20%
+138
+0.00%
$43.79
0.67% $43.50
0.00%
MBI
+0.42%
+20,222
+0.02%
$6.12
7.52% $6.58
4.66%
JPM
-0.02%
-1
-0.00%
$170.07
43.91% $244.76
0.15%
CSX
-0.21%
-108
-0.00%
$34.68
1.91% $35.34
0.27%
ZDGE
-0.39%
-457
-0.00%
$2.35
8.34% $2.55
0.04%
RFL
-0.42%
-1,121
-0.00%
$1.83
10.94% $2.03
0.08%
NTP
-0.42%
-360
-0.00%
$4.75
11.10% $4.22
0.06%
VOXX
-0.52%
-14,295
-0.03%
$10.68
27.53% $7.74
4.84%
C
-0.52%
-3,884
-0.05%
$51.44
34.04% $68.95
9.80%
IDT
-0.56%
-1,971
-0.01%
$34.12
47.17% $50.22
1.87%
GNE
-0.56%
-1,672
-0.01%
$28.13
43.47% $15.90
1.31%
XOM
-1.39%
-214
-0.00%
$99.98
21.95% $121.93
0.24%
GSK
-1.78%
-22,807
-0.13%
$37.06
9.07% $33.70
7.35%
IDW
-1.81%
-677
-0.00%
$0.45
3.72% $0.43
0.00%
BMY
-2.09%
-17,783
-0.14%
$51.31
13.49% $58.23
6.74%
NYCB
-2.13%
-133,885
-0.22%
$10.23
3.13% $10.55
9.93%
MRK
-2.23%
-7,696
-0.24%
$109.02
8.40% $99.86
10.73%
PFE
-2.85%
-30,078
-0.14%
$28.79
12.71% $25.13
4.65%
BP
-3.37%
-37,661
-0.33%
$35.40
16.61% $29.52
9.56%
AGO
-3.40%
-22,424
-0.41%
$74.83
23.09% $92.11
11.64%
PTEN
-3.84%
-139,721
-0.24%
$10.80
22.59% $8.36
5.96%
WBS
-5.02%
-5,339
-0.04%
$50.76
19.18% $60.49
0.81%
SEB
-5.39%
-511
-0.29%
$3,570.15
25.14% $2,672.73
5.04%
BB
-8.93%
-123,232
-0.07%
$3.54
34.47% $2.32
0.00%
NVS
-16.29%
-3,515
-0.06%
$100.99
2.83% $103.85
0.29%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
CVX
-24.63%
-800
-0.02%
$149.10
8.40% $161.63
0.06%
OGN
-31.23%
-8,178
-0.04%
$14.42
3.26% $14.89
0.08%
HLN
-37.46%
-220,469
-0.50%
$8.23
-
0.84%
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
0.00% $0.03
0.00%
STAYX
-100.00%
-3,860
-0.06%
$60.30
84.45% $9.38
0.00%
36 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.