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%).

2023 Q4 (36 results)
BAYRY
buy
+712,500
+1.04%
$9.23
23.72% $7.04
1.04%
HLN
-37.46%
-386,789
-0.50%
$8.23
-
0.84%
AGO
-3.40%
-34,767
-0.41%
$74.83
1.91% $76.26
11.64%
BP
-3.37%
-59,780
-0.33%
$35.40
7.12% $37.92
9.56%
SEB
-5.39%
-511
-0.29%
$3,570.15
12.27% $3,131.99
5.04%
MRK
-2.23%
-14,252
-0.24%
$109.02
14.87% $125.23
10.73%
PTEN
-3.84%
-139,721
-0.24%
$10.80
5.00% $11.34
5.96%
NYCB
-2.13%
-133,885
-0.22%
$10.23
71.16% $2.95
9.93%
PFE
-2.85%
-30,078
-0.14%
$28.79
11.81% $25.39
4.65%
BMY
-2.09%
-17,783
-0.14%
$51.31
5.87% $48.30
6.74%
GSK
-1.78%
-22,807
-0.13%
$37.06
5.96% $39.27
7.35%
BB
-8.93%
-123,232
-0.07%
$3.54
21.20% $2.79
0.70%
STAYX
-100.00%
-6,600
-0.06%
$60.30
84.84% $9.14
0.00%
NVS
-16.29%
-3,515
-0.06%
$100.99
8.34% $92.57
0.29%
C
-0.52%
-6,316
-0.05%
$51.44
13.37% $58.32
9.80%
OGN
-31.23%
-16,036
-0.04%
$14.42
23.86% $17.86
0.08%
WBS
-5.02%
-5,339
-0.04%
$50.76
10.81% $45.27
0.81%
T
+152.25%
+10,102
+0.03%
$16.79
2.75% $16.33
0.04%
VOXX
-0.52%
-15,048
-0.03%
$10.68
31.83% $7.28
4.84%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
MBI
+0.42%
+20,222
+0.02%
$6.12
1.14% $6.05
4.66%
CVX
-24.63%
-800
-0.02%
$149.10
5.68% $157.57
0.06%
BAC
+7.65%
+2,912
+0.02%
$33.66
6.26% $35.77
0.22%
IDT
-0.56%
-1,971
-0.01%
$34.12
5.29% $35.93
1.87%
GNE
-0.56%
-1,672
-0.01%
$28.13
45.36% $15.37
1.31%
IDW
-1.81%
-1,220
-0.00%
$0.45
3.72% $0.43
0.00%
VZ
+4.84%
+618
+0.00%
$37.68
6.51% $40.13
0.08%
CSX
-0.21%
-108
-0.00%
$34.68
0.83% $34.39
0.27%
RFL
-0.42%
-1,144
-0.00%
$1.83
6.55% $1.71
0.08%
NTP
-0.42%
-360
-0.00%
$4.75
11.10% $4.22
0.06%
JPM
-0.02%
-1
-0.00%
$170.07
6.57% $181.25
0.15%
XOM
-1.39%
-214
-0.00%
$99.98
18.54% $118.52
0.24%
ZDGE
-0.39%
-457
-0.00%
$2.35
2.39% $2.41
0.04%
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
0.00% $0.03
0.00%
TPHS
+2.77%
+41,085
+0.00%
$0.11
25.90% $0.14
0.03%
CMCSA
+2.20%
+138
+0.00%
$43.79
9.53% $39.62
0.04%
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.