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 Q3 (35 results)
NYCB
-0.93%
-58,773
-0.10%
$11.34
69.22% $3.49
11.14%
BP
-3.74%
-68,857
-0.42%
$38.72
0.18% $38.65
10.71%
MRK
-1.52%
-9,878
-0.16%
$102.95
24.05% $127.71
10.26%
AGO
-1.62%
-16,795
-0.16%
$60.52
29.16% $78.17
9.65%
PTEN
-5.10%
-195,748
-0.42%
$13.84
22.98% $10.66
7.86%
C
+0.74%
+8,878
+0.06%
$41.13
49.62% $61.54
7.80%
BMY
-2.24%
-19,545
-0.18%
$58.06
24.51% $43.83
7.72%
GSK
+1.49%
+18,831
+0.11%
$36.25
20.00% $43.50
7.25%
SEB
-0.90%
-86
-0.05%
$3,752.96
13.80% $3,235.00
5.55%
PFE
-0.97%
-10,332
-0.05%
$33.17
16.73% $27.62
5.46%
MBI
-0.60%
-29,111
-0.03%
$7.21
10.82% $6.43
5.41%
VOXX
-1.08%
-31,554
-0.04%
$7.98
22.58% $6.18
3.60%
HLN
-18.73%
-237,974
-0.31%
$8.33
-
1.34%
IDT
-1.15%
-4,052
-0.01%
$22.05
71.98% $37.92
1.20%
BB
-1.86%
-26,189
-0.02%
$4.71
37.58% $2.94
1.01%
GNE
-1.51%
-4,552
-0.01%
$14.73
7.87% $15.89
0.68%
HOLX
-5.14%
-1,544
-0.02%
$69.39
9.89% $76.25
0.31%
XOM
+10.62%
+1,482
+0.03%
$117.57
1.85% $115.40
0.28%
CSX
buy
+50,428
+0.24%
$30.76
9.80% $33.77
0.24%
BAC
+17.22%
+5,592
+0.02%
$27.38
36.12% $37.27
0.16%
OGN
-14.13%
-8,452
-0.02%
$17.37
12.69% $19.57
0.14%
JPM
+52.98%
+2,000
+0.05%
$144.94
31.63% $190.78
0.13%
VTRSV
-3.89%
-2,794
-0.00%
$10.28
-
0.11%
CWEGF
-23.59%
-45,000
-0.03%
$4.31
25.37% $3.22
0.10%
TPHS
-0.77%
-11,475
-0.00%
$0.36
61.63% $0.14
0.08%
RFL
-0.74%
-2,026
-0.00%
$1.90
12.17% $1.67
0.08%
VZ
-4.17%
-556
-0.00%
$32.43
19.77% $38.84
0.06%
PG
+5.26%
+100
+0.00%
$145.88
12.58% $164.23
0.05%
ZDGE
-1.15%
-1,351
-0.00%
$2.19
25.10% $2.74
0.04%
IDW
-0.98%
-664
-0.00%
$0.60
28.56% $0.43
0.01%
CMCSA
+324.93%
+4,796
+0.01%
$10.43
269.93% $38.60
0.01%
HOPE
-100.00%
-31,000
-0.04%
$8.42
28.75% $10.84
0.00%
STAYX
buy
+6,600
+0.06%
$60.30
84.81% $9.16
0.00%
VRAY
-0.10%
-2,000
-0.00%
$0.01
261.45% $0.03
0.00%
GBCI
-100.00%
-4,320
-0.03%
$41.67
8.57% $38.10
0.00%
35 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.