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)
AGO
-3.40%
-34,767
-0.41%
$74.83
3.93% $77.77
11.64%
MRK
-2.23%
-14,252
-0.24%
$109.02
16.44% $126.94
10.73%
NYCB
-2.13%
-133,885
-0.22%
$10.23
69.50% $3.12
9.93%
C
-0.52%
-6,316
-0.05%
$51.44
18.49% $60.95
9.80%
BP
-3.37%
-59,780
-0.33%
$35.40
9.91% $38.91
9.56%
GSK
-1.78%
-22,807
-0.13%
$37.06
9.52% $40.59
7.35%
BMY
-2.09%
-17,783
-0.14%
$51.31
4.23% $49.14
6.74%
PTEN
-3.84%
-139,721
-0.24%
$10.80
5.00% $11.34
5.96%
SEB
-5.39%
-511
-0.29%
$3,570.15
11.71% $3,152.25
5.04%
VOXX
-0.52%
-15,048
-0.03%
$10.68
36.05% $6.83
4.84%
MBI
+0.42%
+20,222
+0.02%
$6.12
0.65% $6.08
4.66%
PFE
-2.85%
-30,078
-0.14%
$28.79
8.79% $26.26
4.65%
IDT
-0.56%
-1,971
-0.01%
$34.12
8.08% $36.88
1.87%
GNE
-0.56%
-1,672
-0.01%
$28.13
42.76% $16.10
1.31%
BAYRY
buy
+712,500
+1.04%
$9.23
20.26% $7.36
1.04%
HLN
-37.46%
-386,789
-0.50%
$8.23
-
0.84%
WBS
-5.02%
-5,339
-0.04%
$50.76
7.07% $47.17
0.81%
BB
-8.93%
-123,232
-0.07%
$3.54
20.92% $2.80
0.70%
NVS
-16.29%
-3,515
-0.06%
$100.99
5.81% $95.12
0.29%
CSX
-0.21%
-108
-0.00%
$34.68
0.17% $34.62
0.27%
XOM
-1.39%
-214
-0.00%
$99.98
20.58% $120.56
0.24%
BAC
+7.65%
+2,912
+0.02%
$33.66
12.08% $37.73
0.22%
JPM
-0.02%
-1
-0.00%
$170.07
11.37% $189.41
0.15%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
VZ
+4.84%
+618
+0.00%
$37.68
2.45% $38.60
0.08%
RFL
-0.42%
-1,144
-0.00%
$1.83
4.91% $1.74
0.08%
OGN
-31.23%
-16,036
-0.04%
$14.42
24.83% $18.00
0.08%
NTP
-0.42%
-360
-0.00%
$4.75
11.10% $4.22
0.06%
CVX
-24.63%
-800
-0.02%
$149.10
8.60% $161.92
0.06%
T
+152.25%
+10,102
+0.03%
$16.79
2.87% $16.31
0.04%
ZDGE
-0.39%
-457
-0.00%
$2.35
1.86% $2.31
0.04%
CMCSA
+2.20%
+138
+0.00%
$43.79
7.36% $40.57
0.04%
TPHS
+2.77%
+41,085
+0.00%
$0.11
25.90% $0.14
0.03%
IDW
-1.81%
-1,220
-0.00%
$0.45
3.72% $0.43
0.00%
STAYX
-100.00%
-6,600
-0.06%
$60.30
84.83% $9.15
0.00%
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
0.00% $0.03
0.00%
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.