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)
CSX
buy
+50,428
+0.24%
$30.76
7.94% $33.20
0.24%
GSK
+1.49%
+18,831
+0.11%
$36.25
17.43% $42.57
7.25%
C
+0.74%
+8,878
+0.06%
$41.13
49.16% $61.35
7.80%
STAYX
buy
+6,600
+0.06%
$60.30
84.83% $9.15
0.00%
BAC
+17.22%
+5,592
+0.02%
$27.38
34.95% $36.95
0.16%
CMCSA
+324.93%
+4,796
+0.01%
$10.43
266.09% $38.20
0.01%
JPM
+52.98%
+2,000
+0.05%
$144.94
32.38% $191.86
0.13%
XOM
+10.62%
+1,482
+0.03%
$117.57
1.31% $116.03
0.28%
PG
+5.26%
+100
+0.00%
$145.88
12.01% $163.40
0.05%
SEB
-0.90%
-86
-0.05%
$3,752.96
13.43% $3,249.00
5.55%
VZ
-4.17%
-556
-0.00%
$32.43
20.88% $39.20
0.06%
IDW
-0.98%
-664
-0.00%
$0.60
28.56% $0.43
0.01%
ZDGE
-1.15%
-1,351
-0.00%
$2.19
9.57% $2.40
0.04%
HOLX
-5.14%
-1,544
-0.02%
$69.39
9.93% $76.28
0.31%
VRAY
-0.10%
-2,000
-0.00%
$0.01
261.45% $0.03
0.00%
RFL
-0.74%
-2,026
-0.00%
$1.90
14.80% $1.62
0.08%
VTRSV
-3.89%
-2,794
-0.00%
$10.28
-
0.11%
IDT
-1.15%
-4,052
-0.01%
$22.05
65.72% $36.54
1.20%
GBCI
-100.00%
-4,320
-0.03%
$41.67
11.45% $36.90
0.00%
GNE
-1.51%
-4,552
-0.01%
$14.73
6.65% $15.71
0.68%
OGN
-14.13%
-8,452
-0.02%
$17.37
8.43% $18.83
0.14%
MRK
-1.52%
-9,878
-0.16%
$102.95
25.11% $128.80
10.26%
PFE
-0.97%
-10,332
-0.05%
$33.17
18.06% $27.18
5.46%
TPHS
-0.77%
-11,475
-0.00%
$0.36
61.63% $0.14
0.08%
AGO
-1.62%
-16,795
-0.16%
$60.52
27.31% $77.05
9.65%
BMY
-2.24%
-19,545
-0.18%
$58.06
23.86% $44.21
7.72%
BB
-1.86%
-26,189
-0.02%
$4.71
39.70% $2.84
1.01%
MBI
-0.60%
-29,111
-0.03%
$7.21
11.93% $6.35
5.41%
HOPE
-100.00%
-31,000
-0.04%
$8.42
21.74% $10.25
0.00%
VOXX
-1.08%
-31,554
-0.04%
$7.98
25.09% $5.98
3.60%
CWEGF
-23.59%
-45,000
-0.03%
$4.31
26.76% $3.16
0.10%
NYCB
-0.93%
-58,773
-0.10%
$11.34
70.02% $3.40
11.14%
BP
-3.74%
-68,857
-0.42%
$38.72
1.29% $38.22
10.71%
PTEN
-5.10%
-195,748
-0.42%
$13.84
24.13% $10.50
7.86%
HLN
-18.73%
-237,974
-0.31%
$8.33
-
1.34%
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.