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%).

2014 Q1 (34 results)
PHEL.K
+335.08%
+21,780
+0.14%
$44.24
-
0.18%
BB
+125.00%
+250,000
+0.29%
$8.08
64.60% $2.86
0.52%
LRK
+105.10%
+37,082
+0.10%
$19.53
-
0.20%
BP
+65.12%
+339,110
+2.33%
$48.10
17.94% $39.47
5.90%
GNE
+38.78%
+184,452
+0.26%
$9.97
60.98% $16.05
0.94%
IDT
+37.82%
+183,786
+0.44%
$16.66
116.33% $36.04
1.59%
STRP
+37.79%
+92,227
+0.08%
$6.40
-
0.31%
NTE.W
+37.42%
+1,028,236
+0.86%
$5.89
-
0.00%
CTTMF
+35.82%
+2,747
+0.03%
$76.76
98.79% $0.93
0.11%
SEB
+28.12%
+2,527
+0.95%
$2,621.45
25.71% $3,295.49
4.31%
VOXX
+24.05%
+403,952
+0.79%
$13.68
52.34% $6.52
4.07%
MBI
+19.01%
+406,009
+0.81%
$13.99
54.18% $6.41
5.08%
STL
+17.98%
+203,631
+0.37%
$12.66
107.66% $26.29
2.42%
TPHS
+17.83%
+181,550
+0.16%
$6.25
97.76% $0.14
1.07%
NYCB
+15.56%
+508,895
+1.17%
$16.07
82.64% $2.79
8.67%
HOLX
+15.37%
+207,409
+0.64%
$21.50
256.42% $76.63
4.78%
C
+14.77%
+158,701
+1.08%
$47.60
30.80% $62.26
8.38%
NYT
+11.90%
+507,303
+1.24%
$17.12
155.02% $43.66
11.66%
PFE
+11.22%
+213,060
+0.98%
$32.12
20.17% $25.64
9.69%
ORI
+10.88%
+267,731
+0.63%
$16.40
81.71% $29.80
6.39%
BMY
+7.23%
+2,000
+0.01%
$51.95
14.07% $44.64
0.22%
NVS
+2.56%
+700
+0.01%
$85.02
14.20% $97.09
0.34%
XOM
+1.55%
+278
+0.00%
$97.68
22.48% $119.64
0.25%
CMCSA
+0.62%
+300
+0.00%
$25.02
55.28% $38.85
0.17%
T
+0.37%
+61
+0.00%
$36.90
53.88% $17.02
0.09%
FNFG
-2.14%
-3,193
-0.00%
$9.45
-
0.20%
CVX
-4.23%
-300
-0.01%
$118.91
39.88% $166.33
0.12%
USG
-5.00%
-1,000
-0.00%
$32.72
16.20% $27.42
0.09%
SLM
-5.09%
-49,787
-0.17%
$24.48
11.64% $21.63
3.25%
PTEN
-6.37%
-89,688
-0.41%
$31.68
64.46% $11.26
5.96%
FFIC
-8.99%
-1,000
-0.00%
$21.07
46.37% $11.30
0.03%
KEY
-15.59%
-3,430
-0.01%
$14.24
3.44% $14.73
0.04%
ASTE
-40.00%
-8,000
-0.05%
$43.91
2.25% $42.92
0.08%
MRKC
-55.32%
-1,396,961
-11.32%
$56.77
-
9.14%
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.