Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 41 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 10, bought 3 totally new, decreased the number of shares of 24 and completely sold out 4 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (FLG) FLAGSTAR FINANCIAL INC (new buy), (TRMLF) TOURMALINE OIL CORP (new buy), (WBS) WEBSTER FINANCIAL CORP (added shares +51.59%), (FBAK) FIRST NATIONAL BANK ALASKA (added shares +31.87%) and (NVS) NOVARTIS AG-SPONSORED ADR (added shares +20.48%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (13.86%), (MRK) MERCK & CO INC (11%), (DIS) WALT DISNEY CO/THE (8.54%), (BMY) BRISTOL-MYERS SQUIBB CO (8.48%) and (BP) BP PLC-SPONS ADR (7.65%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (reduced shares -23.58%), (MRK) MERCK & CO INC (reduced shares -12.33%), (DIS) WALT DISNEY CO/THE (reduced shares -12.93%), (BMY) BRISTOL-MYERS SQUIBB CO (reduced shares -16.45%) and (BP) BP PLC-SPONS ADR (reduced shares -24.98%).

2023 Q4 (36 results)
BAYRY
buy
+712,500
+1.04%
$9.23
34.56% $6.04
1.04%
T
+152.25%
+10,102
+0.03%
$16.79
69.60% $28.48
0.00%
BAC
+7.65%
+2,912
+0.02%
$33.66
23.25% $41.49
0.22%
VZ
+4.84%
+618
+0.00%
$37.68
20.45% $45.38
0.08%
TPHS
+2.77%
+41,085
+0.00%
$0.11
55.04% $0.05
0.03%
CMCSA
+2.20%
+138
+0.00%
$43.79
16.15% $36.72
0.00%
MBI
+0.42%
+20,222
+0.02%
$6.12
22.71% $4.73
4.66%
JPM
-0.02%
-1
-0.00%
$170.07
43.27% $243.66
0.15%
CSX
-0.21%
-108
-0.00%
$34.68
14.82% $29.54
0.27%
ZDGE
-0.39%
-457
-0.00%
$2.35
3.13% $2.28
0.04%
NTP
-0.42%
-360
-0.00%
$4.75
11.10% $4.22
0.06%
RFL
-0.42%
-1,144
-0.00%
$1.83
0.55% $1.84
0.08%
C
-0.52%
-6,316
-0.05%
$51.44
37.13% $70.54
9.80%
VOXX
-0.52%
-15,048
-0.03%
$10.68
29.77% $7.50
4.84%
IDT
-0.56%
-1,971
-0.01%
$34.12
54.14% $52.60
1.87%
GNE
-0.56%
-1,672
-0.01%
$28.13
43.72% $15.83
1.31%
XOM
-1.39%
-214
-0.00%
$99.98
19.06% $119.04
0.24%
GSK
-1.78%
-22,807
-0.13%
$37.06
2.19% $37.87
7.35%
IDW
-1.81%
-1,220
-0.00%
$0.45
3.72% $0.43
0.00%
BMY
-2.09%
-17,783
-0.14%
$51.31
16.06% $59.55
6.74%
NYCB
-2.13%
-133,885
-0.22%
$10.23
3.13% $10.55
9.93%
MRK
-2.23%
-14,252
-0.24%
$109.02
20.09% $87.12
10.73%
PFE
-2.85%
-30,078
-0.14%
$28.79
14.76% $24.54
4.65%
BP
-3.37%
-59,780
-0.33%
$35.40
4.49% $33.81
9.56%
AGO
-3.40%
-34,767
-0.41%
$74.83
17.73% $88.10
11.64%
PTEN
-3.84%
-139,721
-0.24%
$10.80
22.41% $8.38
5.96%
WBS
-5.02%
-5,339
-0.04%
$50.76
0.05% $50.73
0.81%
SEB
-5.39%
-511
-0.29%
$3,570.15
22.47% $2,767.99
5.04%
BB
-8.93%
-123,232
-0.07%
$3.54
5.35% $3.73
0.00%
NVS
-16.29%
-3,515
-0.06%
$100.99
8.54% $109.61
0.29%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
CVX
-24.63%
-800
-0.02%
$149.10
13.02% $168.51
0.06%
OGN
-31.23%
-16,036
-0.04%
$14.42
2.01% $14.13
0.08%
HLN
-37.46%
-386,789
-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%
-6,600
-0.06%
$60.30
84.78% $9.18
0.00%
36 of 1,521

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.