Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 49 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 6, bought 13 totally new, decreased the number of shares of 27 and completely sold out 3 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 19 securities out of which top 5 purchases (by % change to portfolio) are (OGN) ORGANON & CO (added shares +3242.41%), (BAYRY) BAYER AG-SPONSORED ADR (added shares +334.97%), (DIS) WALT DISNEY CO/THE (new buy), (MBI) MBIA INC (added shares +7.18%) and (FRFHF) FAIRFAX FINANCIAL HLDGS LTD (new buy).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (AGO) ASSURED GUARANTY LTD (12.56%), (MRK) MERCK & CO INC (12.01%), (C) CITIGROUP INC COM NEW (11.25%), (BP) BP PLC-SPONS ADR (9.31%) and (GSK) GLAXOSMITHKLINE PLC-SPON ADR (7.97%).

In the latest report(s) the following changes have been made to the top investments: (AGO) ASSURED GUARANTY LTD (reduced shares -1.7%), (MRK) MERCK & CO INC (reduced shares -1.72%), (C) CITIGROUP INC COM NEW (reduced shares -0.82%), (BP) BP PLC-SPONS ADR (reduced shares -2.81%) and (GSK) GLAXOSMITHKLINE PLC-SPON ADR (reduced shares -0.46%).

2023 Q1 (33 results)
NYCB
+7.15%
+426,402
+0.55%
$9.04
59.40% $3.67
8.31%
GSK
+4.12%
+50,570
+0.26%
$35.58
26.14% $44.88
6.54%
C
+4.20%
+49,021
+0.33%
$46.89
36.79% $64.14
8.22%
JPM
+36.04%
+1,000
+0.02%
$130.33
55.35% $202.47
0.07%
PG
-15.33%
-344
-0.01%
$148.74
12.85% $167.86
0.04%
HOLX
-1.15%
-232
-0.00%
$80.71
7.13% $74.95
0.35%
SEB
-3.97%
-395
-0.21%
$3,770.00
11.31% $3,343.69
5.19%
VTRSV
-0.72%
-537
-0.00%
$9.61
-
0.10%
XOM
-4.08%
-421
-0.01%
$109.65
7.50% $117.87
0.22%
VZ
-4.66%
-650
-0.00%
$38.86
3.58% $40.25
0.07%
OGN
-1.62%
-614
-0.00%
$23.51
8.47% $21.52
0.21%
IDW
-1.71%
-785
-0.00%
$0.72
40.39% $0.43
0.01%
ZDGE
-1.01%
-651
-0.00%
$1.95
49.24% $2.91
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
2.49% $1.59
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
37.08% $39.22
0.16%
WBS
-3.40%
-3,972
-0.02%
$39.42
17.54% $46.34
0.64%
CMCSA
-82.08%
-6,762
-0.04%
$37.91
3.85% $39.37
0.01%
BB
-0.57%
-5,838
-0.01%
$4.56
33.55% $3.03
0.93%
PFE
-0.83%
-8,644
-0.05%
$40.80
29.12% $28.92
6.05%
MRK
-1.49%
-6,450
-0.16%
$106.39
23.02% $130.88
10.29%
T
-61.71%
-10,694
-0.03%
$19.25
10.13% $17.30
0.02%
BMY
-1.47%
-13,445
-0.13%
$69.31
36.36% $44.11
8.98%
GNE
-4.70%
-15,315
-0.03%
$13.82
12.30% $15.52
0.62%
HLN
-2.08%
-29,343
-0.03%
$8.14
-
1.62%
VOXX
-1.05%
-31,681
-0.06%
$12.33
67.55% $4.00
5.29%
MBI
-1.72%
-82,720
-0.11%
$9.26
35.96% $5.93
6.31%
AGO
-7.09%
-87,259
-0.63%
$50.27
53.87% $77.35
8.28%
IDT
-21.90%
-102,698
-0.50%
$34.08
17.10% $39.91
1.80%
BP
-9.49%
-205,544
-1.12%
$37.94
2.19% $37.11
10.70%
PTEN
-9.37%
-418,818
-0.71%
$11.70
5.47% $11.06
6.83%
33 of 1,402

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.