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 Q2 (30 results)
PFS
-100.00%
-15,796
-0.08%
$19.18
18.47% $15.64
0.00%
BRK.B
-100.00%
-3,107
-0.14%
$308.62
34.58% $415.35
0.00%
IDW
-2.02%
-1,400
-0.00%
$0.65
33.86% $0.43
0.01%
PEYUF
-66.28%
-35,000
-0.04%
$8.31
37.04% $11.39
0.02%
ZDGE
-2.37%
-1,803
-0.00%
$2.24
22.83% $2.75
0.04%
NTP
-0.12%
-72
-0.00%
$5.50
23.21% $4.22
0.07%
VZ
+0.23%
+31
+0.00%
$37.15
7.61% $39.98
0.07%
RFL
-1.54%
-4,298
-0.00%
$2.09
22.47% $1.62
0.08%
VTRSV
-2.52%
-1,855
-0.00%
$9.98
-
0.11%
VRAY
+26.39%
+275,898
+0.02%
$0.35
91.48% $0.03
0.11%
CWEGF
-32.53%
-73,140
-0.06%
$4.11
21.89% $3.21
0.11%
BAC
-18.26%
-7,258
-0.03%
$28.70
38.18% $39.66
0.14%
OGN
-2.96%
-1,821
-0.01%
$20.80
4.41% $21.72
0.18%
XOM
-2.10%
-300
-0.00%
$107.27
8.11% $115.97
0.22%
WBS
-5.85%
-6,609
-0.04%
$37.75
20.85% $45.62
0.59%
GNE
-2.74%
-6,628
-0.02%
$14.14
8.27% $15.31
0.63%
BB
-0.47%
-6,700
-0.01%
$5.53
45.75% $3.00
1.14%
IDT
-3.58%
-9,837
-0.05%
$25.85
58.99% $41.10
1.34%
HLN
-8.02%
-84,788
-0.14%
$8.38
-
1.56%
VOXX
-1.97%
-58,850
-0.11%
$12.71
70.49% $3.75
5.45%
PFE
+3.54%
+36,429
+0.20%
$36.68
20.58% $29.13
5.73%
MBI
+2.20%
+103,933
+0.13%
$8.64
31.71% $5.90
6.13%
GSK
-1.10%
-14,018
-0.07%
$35.64
27.05% $45.28
6.60%
PTEN
-5.37%
-150,295
-0.38%
$11.97
7.43% $11.08
6.73%
C
-0.88%
-8,705
-0.07%
$46.04
39.49% $64.22
8.15%
AGO
-9.20%
-105,219
-0.86%
$55.80
35.97% $75.87
8.50%
BMY
-3.25%
-29,312
-0.30%
$70.38
39.33% $42.70
8.99%
BP
-5.99%
-96,909
-0.61%
$35.29
3.91% $36.67
9.53%
NYCB
-0.57%
-36,472
-0.06%
$11.24
69.48% $3.43
10.47%
MRK
-3.41%
-22,933
-0.39%
$115.39
13.77% $131.28
10.97%
30 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.