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 Q3 (32 results)
HLN
buy
+1,442,550
+1.37%
$6.09
-
1.37%
GBCI
buy
+4,320
+0.03%
$49.07
21.06% $38.74
0.03%
NAVI
+17.18%
+4,000
+0.01%
$14.69
7.35% $15.77
0.06%
GSK
+13.98%
+160,011
+0.73%
$29.43
54.74% $45.54
5.98%
VOXX
+9.95%
+266,160
+0.32%
$7.61
21.16% $6.00
3.49%
C
+4.31%
+47,993
+0.31%
$41.67
52.99% $63.75
7.55%
NYCB
+1.97%
+114,738
+0.15%
$8.53
54.51% $3.88
7.89%
VRAY
+1.85%
+30,000
+0.02%
$3.64
99.18% $0.03
0.94%
RFL
+0.53%
+1,499
+0.00%
$1.80
11.10% $1.60
0.08%
IDT
-0.07%
-337
-0.00%
$24.83
59.56% $39.62
1.81%
IDW
-0.09%
-60
-0.00%
$1.53
71.98% $0.43
0.02%
ZDGE
-0.09%
-109
-0.00%
$2.36
25.34% $2.96
0.04%
GNE
-0.10%
-337
-0.00%
$9.35
65.87% $15.51
0.47%
PFE
-0.49%
-5,146
-0.04%
$43.76
35.21% $28.35
7.11%
TPHS
-0.50%
-7,347
-0.00%
$0.88
84.13% $0.14
0.20%
BMY
-0.51%
-4,772
-0.05%
$71.09
37.14% $44.69
10.24%
SEB
-0.51%
-51
-0.03%
$3,402.66
2.46% $3,318.96
5.23%
MBI
-0.54%
-25,930
-0.04%
$9.20
33.69% $6.10
6.90%
VTRSV
-0.99%
-747
-0.00%
$8.55
-
0.10%
BP
-1.24%
-27,256
-0.12%
$28.55
32.85% $37.93
9.67%
BRK.B
-1.37%
-43
-0.00%
$267.04
53.46% $409.81
0.13%
BB
-1.45%
-21,760
-0.02%
$4.70
27.02% $3.43
1.08%
JPM
-1.77%
-50
-0.00%
$104.50
92.13% $200.78
0.05%
MRK
-2.11%
-14,769
-0.20%
$85.62
50.42% $128.78
9.13%
PTEN
-3.90%
-186,805
-0.34%
$11.68
5.91% $10.99
8.38%
AGO
-4.01%
-52,322
-0.39%
$48.23
60.40% $77.36
9.41%
WBS
-5.89%
-7,164
-0.05%
$45.20
1.99% $46.10
0.81%
OGN
-6.45%
-4,290
-0.02%
$23.41
9.39% $21.21
0.23%
XOM
-32.87%
-7,300
-0.10%
$87.33
34.40% $117.37
0.20%
CWEGF
-49.45%
-90,000
-0.05%
$3.72
13.65% $3.21
0.05%
ALC
-100.00%
-3,415
-0.04%
$69.61
26.85% $88.30
0.00%
NTP
-100.00%
-86,300
-0.06%
$4.22
0.05% $4.22
0.00%
32 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.