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 Q2 (30 results)
MRK
-3.41%
-22,933
-0.39%
$115.39
10.50% $127.51
10.97%
NYCB
-0.57%
-36,472
-0.06%
$11.24
68.59% $3.53
10.47%
BP
-5.99%
-117,466
-0.61%
$35.29
9.66% $38.70
9.53%
BMY
-3.25%
-29,312
-0.30%
$70.38
37.50% $43.99
8.99%
AGO
-9.20%
-105,219
-0.86%
$55.80
39.55% $77.87
8.50%
C
-0.88%
-10,747
-0.07%
$46.04
33.62% $61.52
8.15%
PTEN
-5.37%
-217,820
-0.38%
$11.97
10.78% $10.68
6.73%
GSK
-1.10%
-14,018
-0.07%
$35.64
22.05% $43.50
6.60%
MBI
+2.20%
+103,933
+0.13%
$8.64
26.16% $6.38
6.13%
PFE
+3.54%
+36,429
+0.20%
$36.68
24.18% $27.81
5.73%
VOXX
-1.97%
-58,850
-0.11%
$12.71
51.60% $6.15
5.45%
HLN
-8.02%
-110,834
-0.14%
$8.38
-
1.56%
IDT
-3.58%
-13,116
-0.05%
$25.85
47.50% $38.13
1.34%
BB
-0.47%
-6,700
-0.01%
$5.53
47.01% $2.93
1.14%
GNE
-2.74%
-8,498
-0.02%
$14.14
11.95% $15.83
0.63%
WBS
-5.85%
-6,609
-0.04%
$37.75
19.00% $44.92
0.59%
XOM
-2.10%
-300
-0.00%
$107.27
8.13% $116.00
0.22%
OGN
-2.96%
-1,821
-0.01%
$20.80
5.73% $19.61
0.18%
BAC
-18.26%
-7,258
-0.03%
$28.70
29.78% $37.25
0.14%
CWEGF
-32.53%
-92,000
-0.06%
$4.11
21.64% $3.22
0.11%
VTRSV
-2.52%
-1,855
-0.00%
$9.98
-
0.11%
VRAY
+26.39%
+427,750
+0.02%
$0.35
91.48% $0.03
0.11%
RFL
-1.54%
-4,298
-0.00%
$2.09
22.47% $1.62
0.08%
VZ
+0.23%
+31
+0.00%
$37.15
4.68% $38.89
0.07%
NTP
-0.12%
-100
-0.00%
$5.50
23.21% $4.22
0.07%
ZDGE
-2.37%
-2,863
-0.00%
$2.24
17.02% $2.62
0.04%
PEYUF
-66.28%
-35,000
-0.04%
$8.31
31.39% $10.92
0.02%
IDW
-2.02%
-1,400
-0.00%
$0.65
33.86% $0.43
0.01%
BRK.B
-100.00%
-3,107
-0.14%
$308.62
29.89% $400.87
0.00%
PFS
-100.00%
-27,472
-0.08%
$19.18
18.84% $15.57
0.00%
30 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.