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)
STAYX
-100.00%
-3,860
-0.06%
$60.30
84.69% $9.23
0.00%
NYCB
-2.13%
-133,885
-0.22%
$10.23
67.45% $3.33
9.93%
VOXX
-0.52%
-14,295
-0.03%
$10.68
64.04% $3.84
4.84%
GNE
-0.56%
-1,672
-0.01%
$28.13
44.86% $15.51
1.31%
BMY
-2.09%
-17,783
-0.14%
$51.31
19.63% $41.24
6.74%
BB
-8.93%
-123,232
-0.07%
$3.54
18.66% $2.88
0.00%
BAYRY
buy
+712,500
+1.04%
$9.23
18.31% $7.54
1.04%
RFL
-0.42%
-1,121
-0.00%
$1.83
13.11% $1.59
0.08%
WBS
-5.02%
-5,339
-0.04%
$50.76
12.66% $44.33
0.81%
CMCSA
+2.20%
+138
+0.00%
$43.79
12.00% $38.54
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
8.66% $5.59
4.66%
SEB
-5.39%
-511
-0.29%
$3,570.15
6.17% $3,350.00
5.04%
IDW
-1.81%
-677
-0.00%
$0.45
3.72% $0.43
0.00%
CSX
-0.21%
-108
-0.00%
$34.68
2.59% $33.78
0.27%
NVS
-16.29%
-3,515
-0.06%
$100.99
0.45% $100.53
0.29%
PTEN
-3.84%
-139,721
-0.24%
$10.80
0.00% $10.80
5.96%
PFE
-2.85%
-30,078
-0.14%
$28.79
0.31% $28.88
4.65%
AGO
-3.40%
-22,424
-0.41%
$74.83
1.67% $76.08
11.64%
BP
-3.37%
-37,661
-0.33%
$35.40
3.73% $36.72
9.56%
T
+152.25%
+10,102
+0.03%
$16.79
4.21% $17.50
0.00%
VZ
+4.84%
+596
+0.00%
$37.68
5.48% $39.74
0.08%
CVX
-24.63%
-800
-0.02%
$149.10
5.80% $157.75
0.06%
ZDGE
-0.39%
-457
-0.00%
$2.35
10.89% $2.61
0.04%
XOM
-1.39%
-214
-0.00%
$99.98
13.44% $113.42
0.24%
BAC
+7.65%
+2,912
+0.02%
$33.66
17.93% $39.70
0.22%
JPM
-0.02%
-1
-0.00%
$170.07
18.01% $200.71
0.15%
MRK
-2.23%
-7,696
-0.24%
$109.02
18.78% $129.49
10.73%
IDT
-0.56%
-1,971
-0.01%
$34.12
21.15% $41.34
1.87%
GSK
-1.78%
-22,807
-0.13%
$37.06
21.75% $45.12
7.35%
C
-0.52%
-3,884
-0.05%
$51.44
23.60% $63.58
9.80%
TPHS
+2.77%
+41,085
+0.00%
$0.11
25.90% $0.14
0.03%
OGN
-31.23%
-8,178
-0.04%
$14.42
45.56% $20.99
0.08%
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
0.00% $0.03
0.00%
HLN
-37.46%
-220,469
-0.50%
$8.23
-
0.84%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
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.