Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 49 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 6, bought 13 totally new, decreased the number of shares of 27 and completely sold out 3 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 19 securities out of which top 5 purchases (by % change to portfolio) are (OGN) ORGANON & CO (added shares +3242.41%), (BAYRY) BAYER AG-SPONSORED ADR (added shares +334.97%), (DIS) WALT DISNEY CO/THE (new buy), (MBI) MBIA INC (added shares +7.18%) and (FRFHF) FAIRFAX FINANCIAL HLDGS LTD (new buy).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (AGO) ASSURED GUARANTY LTD (12.56%), (MRK) MERCK & CO INC (12.01%), (C) CITIGROUP INC COM NEW (11.25%), (BP) BP PLC-SPONS ADR (9.31%) and (GSK) GLAXOSMITHKLINE PLC-SPON ADR (7.97%).

In the latest report(s) the following changes have been made to the top investments: (AGO) ASSURED GUARANTY LTD (reduced shares -1.7%), (MRK) MERCK & CO INC (reduced shares -1.72%), (C) CITIGROUP INC COM NEW (reduced shares -0.82%), (BP) BP PLC-SPONS ADR (reduced shares -2.81%) and (GSK) GLAXOSMITHKLINE PLC-SPON ADR (reduced shares -0.46%).

2014 Q2 (34 results)
NTP
buy
+3,774,517
+4.14%
$7.54
44.03% $4.22
4.14%
NTE.W
-100.00%
-3,775,903
-3.24%
$5.89
-
0.00%
NAVI
buy
+606,536
+2.35%
$17.71
12.25% $15.54
2.35%
PTEN
-31.46%
-414,838
-2.11%
$34.94
68.35% $11.06
4.59%
BB
+271.21%
+1,220,450
+1.82%
$10.24
70.41% $3.03
2.49%
C
+12.35%
+114,963
+1.04%
$47.10
36.18% $64.14
9.49%
ORI
-16.99%
-463,796
-1.03%
$15.22
109.78% $31.92
5.02%
NYT
-5.39%
-257,065
-0.57%
$15.21
221.10% $48.84
9.98%
BP
+5.41%
+35,851
+0.36%
$52.75
29.65% $37.11
6.96%
NYCB
-1.41%
-53,398
-0.12%
$15.98
77.03% $3.67
8.66%
STL
+4.52%
+60,452
+0.11%
$12.00
119.08% $26.29
2.44%
SEB
-1.33%
-153
-0.07%
$3,020.27
10.71% $3,343.69
4.99%
MRKC
-0.74%
-8,341
-0.07%
$57.85
-
9.43%
HOLX
-0.98%
-10,827
-0.06%
$25.35
195.66% $74.95
5.69%
PFE
+0.55%
+11,670
+0.05%
$29.26
1.17% $28.92
9.04%
MBI
-0.73%
-18,500
-0.03%
$11.04
46.29% $5.93
4.05%
VOXX
-0.93%
-19,350
-0.03%
$9.41
57.49% $4.00
2.83%
SLM
-1.89%
-17,550
-0.02%
$8.31
153.55% $21.07
1.10%
NVS
-6.06%
-1,105
-0.02%
$90.53
13.43% $102.69
0.35%
IDT
-0.68%
-4,547
-0.01%
$17.42
129.10% $39.91
1.69%
GNE
-0.75%
-4,981
-0.01%
$7.87
97.20% $15.52
0.75%
LRK
-2.60%
-1,878
-0.01%
$19.87
-
0.20%
XOM
-2.90%
-528
-0.01%
$100.68
17.07% $117.87
0.26%
CVX
-5.89%
-400
-0.01%
$130.55
23.39% $161.09
0.12%
BMY
-6.75%
-2,000
-0.01%
$48.51
9.07% $44.11
0.20%
FNFG
-5.54%
-8,105
-0.01%
$8.74
-
0.18%
STRP
-0.65%
-1,324
-0.00%
$10.20
-
0.50%
CTTMF
-0.71%
-54
-0.00%
$67.80
98.63% $0.93
0.10%
NEU
-5.00%
-50
-0.00%
$392.11
42.03% $556.91
0.05%
T
-2.87%
-469
-0.00%
$35.36
51.07% $17.30
0.08%
IBM
-0.76%
-25
-0.00%
$181.27
6.79% $168.97
0.09%
CMCSA
-0.98%
-482
-0.00%
$26.84
46.68% $39.37
0.19%
BAC
-2.73%
-1,558
-0.00%
$15.37
155.17% $39.22
0.12%
1856613D
-0.11%
-6
-0.00%
$124.74
-
0.16%
34 of 1,402

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.