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 Q3 (35 results)
STAYX
buy
+6,600
+0.06%
$60.30
84.73% $9.21
0.00%
CSX
buy
+50,428
+0.24%
$30.76
3.31% $29.74
0.24%
CMCSA
+324.93%
+4,796
+0.01%
$10.43
250.86% $36.61
0.01%
JPM
+52.98%
+2,000
+0.05%
$144.94
69.61% $245.82
0.13%
BAC
+17.22%
+5,592
+0.02%
$27.38
52.85% $41.85
0.16%
XOM
+10.62%
+1,482
+0.03%
$117.57
0.93% $118.67
0.28%
PG
+5.26%
+100
+0.00%
$145.88
16.19% $169.50
0.05%
GSK
+1.49%
+18,831
+0.11%
$36.25
3.83% $37.64
7.25%
C
+0.74%
+8,878
+0.06%
$41.13
74.47% $71.76
7.80%
VRAY
-0.10%
-2,000
-0.00%
$0.01
261.45% $0.03
0.00%
MBI
-0.60%
-29,111
-0.03%
$7.21
33.01% $4.83
5.41%
RFL
-0.74%
-2,026
-0.00%
$1.90
4.80% $1.81
0.08%
TPHS
-0.77%
-11,475
-0.00%
$0.36
86.30% $0.05
0.08%
SEB
-0.90%
-86
-0.05%
$3,752.96
26.94% $2,742.00
5.55%
NYCB
-0.93%
-58,773
-0.10%
$11.34
6.97% $10.55
11.14%
PFE
-0.97%
-10,332
-0.05%
$33.17
25.54% $24.70
5.46%
IDW
-0.98%
-664
-0.00%
$0.60
28.56% $0.43
0.01%
VOXX
-1.08%
-31,554
-0.04%
$7.98
6.05% $7.50
3.60%
ZDGE
-1.15%
-1,351
-0.00%
$2.19
4.55% $2.29
0.04%
IDT
-1.15%
-4,052
-0.01%
$22.05
137.15% $52.29
1.20%
GNE
-1.51%
-4,552
-0.01%
$14.73
3.79% $15.29
0.68%
MRK
-1.52%
-9,878
-0.16%
$102.95
15.88% $86.60
10.26%
AGO
-1.62%
-16,795
-0.16%
$60.52
44.91% $87.70
9.65%
BB
-1.86%
-26,189
-0.02%
$4.71
28.02% $3.39
1.01%
BMY
-2.24%
-19,545
-0.18%
$58.06
2.65% $59.60
7.72%
BP
-3.74%
-68,857
-0.42%
$38.72
12.68% $33.81
10.71%
VTRSV
-3.89%
-2,794
-0.00%
$10.28
-
0.11%
VZ
-4.17%
-556
-0.00%
$32.43
37.96% $44.74
0.06%
PTEN
-5.10%
-195,748
-0.42%
$13.84
38.15% $8.56
7.86%
HOLX
-5.14%
-1,544
-0.02%
$69.39
12.73% $60.56
0.31%
OGN
-14.13%
-8,452
-0.02%
$17.37
15.24% $14.72
0.14%
HLN
-18.73%
-237,974
-0.31%
$8.33
-
1.34%
CWEGF
-23.59%
-45,000
-0.03%
$4.31
27.70% $5.51
0.10%
GBCI
-100.00%
-4,320
-0.03%
$41.67
6.82% $44.51
0.00%
HOPE
-100.00%
-31,000
-0.04%
$8.42
24.83% $10.51
0.00%
35 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.