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)
NYCB
+7.15%
+426,402
+0.55%
$9.04
62.39% $3.40
8.31%
GSK
+4.12%
+50,570
+0.26%
$35.58
19.64% $42.57
6.54%
C
+4.20%
+49,021
+0.33%
$46.89
30.84% $61.35
8.22%
JPM
+36.04%
+1,000
+0.02%
$130.33
47.21% $191.86
0.07%
PG
-15.33%
-344
-0.01%
$148.74
9.86% $163.40
0.04%
HOLX
-1.15%
-232
-0.00%
$80.71
5.48% $76.28
0.35%
SEB
-3.97%
-395
-0.21%
$3,770.00
13.82% $3,249.00
5.19%
VTRSV
-0.72%
-537
-0.00%
$9.61
-
0.10%
XOM
-4.08%
-421
-0.01%
$109.65
5.82% $116.03
0.22%
VZ
-4.66%
-650
-0.00%
$38.86
0.87% $39.20
0.07%
OGN
-1.62%
-614
-0.00%
$23.51
19.91% $18.83
0.21%
IDW
-1.71%
-785
-0.00%
$0.72
40.39% $0.43
0.01%
ZDGE
-1.01%
-651
-0.00%
$1.95
23.08% $2.40
0.03%
NTP
-1.50%
-1,310
-0.00%
$2.10
100.48% $4.22
0.03%
RFL
-0.66%
-1,848
-0.00%
$1.55
4.42% $1.62
0.06%
VRAY
-0.16%
-1,427
-0.00%
$3.46
99.13% $0.03
0.81%
TPHS
-0.22%
-1,807
-0.00%
$0.48
70.85% $0.14
0.10%
BAC
-7.73%
-2,464
-0.01%
$28.61
29.14% $36.95
0.16%
WBS
-3.40%
-3,972
-0.02%
$39.42
12.57% $44.38
0.64%
CMCSA
-82.08%
-6,762
-0.04%
$37.91
0.77% $38.20
0.01%
BB
-0.57%
-5,838
-0.01%
$4.56
37.72% $2.84
0.93%
PFE
-0.83%
-8,644
-0.05%
$40.80
33.38% $27.18
6.05%
MRK
-1.49%
-6,450
-0.16%
$106.39
21.06% $128.80
10.29%
T
-61.71%
-10,694
-0.03%
$19.25
12.10% $16.92
0.02%
BMY
-1.47%
-13,445
-0.13%
$69.31
36.21% $44.21
8.98%
GNE
-4.70%
-15,315
-0.03%
$13.82
13.67% $15.71
0.62%
HLN
-2.08%
-29,343
-0.03%
$8.14
-
1.62%
VOXX
-1.05%
-31,681
-0.06%
$12.33
51.49% $5.98
5.29%
MBI
-1.72%
-82,720
-0.11%
$9.26
31.43% $6.35
6.31%
AGO
-7.09%
-87,259
-0.63%
$50.27
53.27% $77.05
8.28%
IDT
-21.90%
-102,698
-0.50%
$34.08
7.22% $36.54
1.80%
BP
-9.49%
-205,544
-1.12%
$37.94
0.74% $38.22
10.70%
PTEN
-9.37%
-418,818
-0.71%
$11.70
10.26% $10.50
6.83%
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.