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 Q1 (33 results)
NTP
-1.50%
-1,310
-0.00%
$2.10
100.48% $4.22
0.03%
AGO
-7.09%
-87,259
-0.63%
$50.27
56.22% $78.53
8.28%
JPM
+36.04%
+1,000
+0.02%
$130.33
46.63% $191.11
0.07%
ZDGE
-1.01%
-1,230
-0.00%
$1.95
46.16% $2.85
0.03%
C
+4.20%
+49,021
+0.33%
$46.89
32.91% $62.32
8.22%
BAC
-7.73%
-3,330
-0.01%
$28.61
31.62% $37.66
0.16%
GSK
+4.12%
+50,570
+0.26%
$35.58
21.61% $43.27
6.54%
MRK
-1.49%
-10,159
-0.16%
$106.39
19.88% $127.54
10.29%
GNE
-4.70%
-15,315
-0.03%
$13.82
15.84% $16.01
0.62%
WBS
-3.40%
-3,972
-0.02%
$39.42
15.67% $45.60
0.64%
IDT
-21.90%
-102,698
-0.50%
$34.08
12.67% $38.40
1.80%
PG
-15.33%
-344
-0.01%
$148.74
10.27% $164.02
0.04%
XOM
-4.08%
-606
-0.01%
$109.65
7.37% $117.73
0.22%
RFL
-0.66%
-1,848
-0.00%
$1.55
7.00% $1.66
0.06%
BP
-9.49%
-205,544
-1.12%
$37.94
3.48% $39.26
10.70%
CMCSA
-82.08%
-6,762
-0.04%
$37.91
2.35% $38.80
0.01%
VZ
-4.66%
-650
-0.00%
$38.86
0.80% $39.17
0.07%
HOLX
-1.15%
-350
-0.00%
$80.71
4.94% $76.72
0.35%
PTEN
-9.37%
-418,818
-0.71%
$11.70
6.15% $10.98
6.83%
T
-61.71%
-10,694
-0.03%
$19.25
11.79% $16.98
0.02%
SEB
-3.97%
-395
-0.21%
$3,770.00
13.77% $3,251.00
5.19%
OGN
-1.62%
-1,015
-0.00%
$23.51
15.92% $19.77
0.21%
MBI
-1.72%
-82,720
-0.11%
$9.26
29.70% $6.51
6.31%
PFE
-0.83%
-8,644
-0.05%
$40.80
31.10% $28.11
6.05%
BB
-0.57%
-8,053
-0.01%
$4.56
33.99% $3.01
0.93%
BMY
-1.47%
-13,445
-0.13%
$69.31
36.03% $44.34
8.98%
IDW
-1.71%
-1,208
-0.00%
$0.72
40.39% $0.43
0.01%
VOXX
-1.05%
-31,681
-0.06%
$12.33
49.87% $6.18
5.29%
NYCB
+7.15%
+426,402
+0.55%
$9.04
59.96% $3.62
8.31%
TPHS
-0.22%
-3,228
-0.00%
$0.48
68.77% $0.15
0.10%
VRAY
-0.16%
-2,620
-0.00%
$3.46
99.13% $0.03
0.81%
HLN
-2.08%
-29,343
-0.03%
$8.14
-
1.62%
VTRSV
-0.72%
-537
-0.00%
$9.61
-
0.10%
33 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.