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%).

2022 Q4 (36 results)
NTP
buy
+87,300
+0.02%
$1.33
217.58% $4.22
0.02%
BAC
+302.21%
+21,843
+0.14%
$33.11
14.25% $37.83
0.19%
CWEGF
+207.37%
+190,780
+0.10%
$4.16
19.93% $3.33
0.15%
PEYUF
+50.88%
+17,807
+0.02%
$10.24
10.20% $11.29
0.07%
CMCSA
+16.45%
+1,164
+0.01%
$34.91
10.47% $38.57
0.04%
T
+3.43%
+575
+0.00%
$18.42
9.05% $16.75
0.04%
TPHS
+2.63%
+38,191
+0.00%
$0.74
81.08% $0.14
0.15%
VOXX
+2.47%
+72,525
+0.08%
$8.38
23.39% $6.42
3.33%
WBS
+2.12%
+2,429
+0.02%
$47.34
4.88% $45.03
0.73%
IDW
+1.03%
+421
+0.00%
$0.93
53.88% $0.43
0.01%
SEB
+0.99%
+98
+0.05%
$3,775.17
15.04% $3,207.22
4.95%
GNE
+0.96%
+3,100
+0.00%
$10.34
50.02% $15.51
0.44%
OGN
+0.59%
+197
+0.00%
$27.92
33.57% $18.55
0.23%
C
+0.49%
+5,741
+0.03%
$45.23
38.54% $62.66
6.96%
NYCB
+0.43%
+25,627
+0.03%
$8.60
65.47% $2.97
6.75%
ZDGE
+0.30%
+355
+0.00%
$1.76
35.75% $2.39
0.03%
IDT
+0.24%
+1,100
+0.00%
$28.17
28.33% $36.15
1.74%
MBI
+0.14%
+6,808
+0.01%
$12.85
46.93% $6.82
8.15%
RFL
-0.28%
-782
-0.00%
$1.87
8.62% $1.71
0.07%
XOM
-0.32%
-30
-0.00%
$110.29
6.96% $117.96
0.22%
MRK
-0.36%
-1,420
-0.04%
$110.95
18.25% $131.20
9.96%
BP
-0.38%
-8,222
-0.04%
$34.93
13.00% $39.47
9.96%
PFE
-0.39%
-4,047
-0.03%
$51.24
50.43% $25.40
7.00%
VTRSV
-0.39%
-288
-0.00%
$11.13
-
0.11%
BMY
-1.09%
-10,092
-0.10%
$71.95
37.67% $44.85
8.66%
AGO
-1.70%
-21,264
-0.17%
$62.26
26.02% $78.46
10.09%
VRAY
-1.81%
-29,400
-0.02%
$4.48
99.33% $0.03
0.96%
VZ
-2.17%
-310
-0.00%
$39.42
0.67% $39.68
0.07%
HLN
-2.21%
-31,935
-0.03%
$8.00
-
1.49%
PTEN
-2.86%
-131,457
-0.29%
$16.84
33.20% $11.25
9.91%
BB
-3.79%
-36,940
-0.02%
$3.26
13.18% $2.83
0.61%
HOLX
-5.00%
-960
-0.02%
$74.81
1.57% $75.98
0.30%
GSK
-5.98%
-78,033
-0.36%
$35.14
16.99% $41.11
5.68%
NVS
-6.50%
-1,500
-0.02%
$90.73
7.39% $97.44
0.26%
NAVI
-14.66%
-2,219
-0.01%
$16.45
4.44% $15.72
0.05%
DB
-100.00%
-7,500
-0.01%
$7.40
140.14% $17.77
0.00%
36 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.