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 Q4 (36 results)
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
0.00% $0.03
0.00%
TPHS
+2.77%
+41,085
+0.00%
$0.11
25.90% $0.14
0.03%
IDW
-1.81%
-1,220
-0.00%
$0.45
3.72% $0.43
0.00%
RFL
-0.42%
-1,144
-0.00%
$1.83
13.11% $1.59
0.08%
ZDGE
-0.39%
-457
-0.00%
$2.35
23.64% $2.91
0.04%
BB
-8.93%
-123,232
-0.07%
$3.54
14.42% $3.03
0.00%
NTP
-0.42%
-360
-0.00%
$4.75
11.10% $4.22
0.06%
MBI
+0.42%
+20,222
+0.02%
$6.12
3.10% $5.93
4.66%
HLN
-37.46%
-386,789
-0.50%
$8.23
-
0.84%
BAYRY
buy
+712,500
+1.04%
$9.23
15.81% $7.77
1.04%
NYCB
-2.13%
-133,885
-0.22%
$10.23
64.13% $3.67
9.93%
VOXX
-0.52%
-15,048
-0.03%
$10.68
62.55% $4.00
4.84%
PTEN
-3.84%
-139,721
-0.24%
$10.80
2.41% $11.06
5.96%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
OGN
-31.23%
-16,036
-0.04%
$14.42
49.24% $21.52
0.08%
T
+152.25%
+10,102
+0.03%
$16.79
3.02% $17.30
0.00%
GNE
-0.56%
-1,672
-0.01%
$28.13
44.82% $15.52
1.31%
PFE
-2.85%
-30,078
-0.14%
$28.79
0.45% $28.92
4.65%
BAC
+7.65%
+2,912
+0.02%
$33.66
16.50% $39.22
0.22%
IDT
-0.56%
-1,971
-0.01%
$34.12
16.96% $39.91
1.87%
CSX
-0.21%
-108
-0.00%
$34.68
2.16% $33.93
0.27%
BP
-3.37%
-59,780
-0.33%
$35.40
4.83% $37.11
9.56%
GSK
-1.78%
-22,807
-0.13%
$37.06
21.10% $44.88
7.35%
VZ
+4.84%
+618
+0.00%
$37.68
6.83% $40.25
0.08%
CMCSA
+2.20%
+138
+0.00%
$43.79
10.10% $39.37
0.00%
WBS
-5.02%
-5,339
-0.04%
$50.76
8.70% $46.34
0.81%
BMY
-2.09%
-17,783
-0.14%
$51.31
14.03% $44.11
6.74%
C
-0.52%
-6,316
-0.05%
$51.44
24.69% $64.14
9.80%
STAYX
-100.00%
-6,600
-0.06%
$60.30
84.61% $9.28
0.00%
AGO
-3.40%
-34,767
-0.41%
$74.83
3.37% $77.35
11.64%
XOM
-1.39%
-214
-0.00%
$99.98
17.89% $117.87
0.24%
NVS
-16.29%
-3,515
-0.06%
$100.99
1.68% $102.69
0.29%
MRK
-2.23%
-14,252
-0.24%
$109.02
20.05% $130.88
10.73%
CVX
-24.63%
-800
-0.02%
$149.10
8.04% $161.09
0.06%
JPM
-0.02%
-1
-0.00%
$170.07
19.05% $202.47
0.15%
SEB
-5.39%
-511
-0.29%
$3,570.15
6.34% $3,343.69
5.04%
36 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.