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 Q1 (33 results)
JPM
+36.04%
+1,000
+0.02%
$130.33
62.15% $211.33
0.07%
NYCB
+7.15%
+426,402
+0.55%
$9.04
16.70% $10.55
8.31%
C
+4.20%
+49,021
+0.33%
$46.89
21.67% $57.05
8.22%
GSK
+4.12%
+50,570
+0.26%
$35.58
4.05% $37.02
6.54%
VRAY
-0.16%
-2,620
-0.00%
$3.46
99.13% $0.03
0.81%
TPHS
-0.22%
-3,228
-0.00%
$0.48
89.59% $0.05
0.10%
BB
-0.57%
-8,053
-0.01%
$4.56
37.50% $2.85
0.93%
RFL
-0.66%
-1,848
-0.00%
$1.55
10.22% $1.71
0.06%
VTRSV
-0.72%
-537
-0.00%
$9.61
-
0.10%
PFE
-0.83%
-8,644
-0.05%
$40.80
42.79% $23.34
6.05%
ZDGE
-1.01%
-1,230
-0.00%
$1.95
11.29% $2.17
0.03%
VOXX
-1.05%
-31,681
-0.06%
$12.33
39.16% $7.50
5.29%
HOLX
-1.15%
-350
-0.00%
$80.71
22.99% $62.15
0.35%
BMY
-1.47%
-13,445
-0.13%
$69.31
18.83% $56.26
8.98%
MRK
-1.49%
-10,159
-0.16%
$106.39
20.89% $84.17
10.29%
NTP
-1.50%
-1,310
-0.00%
$2.10
100.48% $4.22
0.03%
OGN
-1.62%
-1,015
-0.00%
$23.51
44.03% $13.16
0.21%
IDW
-1.71%
-1,208
-0.00%
$0.72
40.39% $0.43
0.01%
MBI
-1.72%
-82,720
-0.11%
$9.26
54.97% $4.17
6.31%
HLN
-2.08%
-29,343
-0.03%
$8.14
-
1.62%
WBS
-3.40%
-3,972
-0.02%
$39.42
1.21% $39.90
0.64%
SEB
-3.97%
-395
-0.21%
$3,770.00
30.48% $2,621.00
5.19%
XOM
-4.08%
-606
-0.01%
$109.65
2.68% $106.71
0.22%
VZ
-4.66%
-650
-0.00%
$38.86
15.34% $44.82
0.07%
GNE
-4.70%
-15,315
-0.03%
$13.82
8.53% $15.00
0.62%
AGO
-7.09%
-87,259
-0.63%
$50.27
56.97% $78.91
8.28%
BAC
-7.73%
-3,330
-0.01%
$28.61
18.94% $34.03
0.16%
PTEN
-9.37%
-418,818
-0.71%
$11.70
51.37% $5.69
6.83%
BP
-9.49%
-205,544
-1.12%
$37.94
24.91% $28.49
10.70%
PG
-15.33%
-344
-0.01%
$148.74
15.46% $171.74
0.04%
IDT
-21.90%
-102,698
-0.50%
$34.08
43.04% $48.75
1.80%
T
-61.71%
-10,694
-0.03%
$19.25
44.88% $27.89
0.02%
CMCSA
-82.08%
-6,762
-0.04%
$37.91
8.63% $34.64
0.01%
33 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.