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)
AGO
-3.40%
-22,424
-0.41%
$74.83
0.52% $75.22
11.64%
BAC
+7.65%
+2,912
+0.02%
$33.66
16.36% $39.17
0.22%
BAYRY
buy
+712,500
+1.04%
$9.23
18.96% $7.48
1.04%
BB
-8.93%
-123,232
-0.07%
$3.54
19.79% $2.84
0.00%
BMY
-2.09%
-17,783
-0.14%
$51.31
19.04% $41.54
6.74%
BP
-3.37%
-37,661
-0.33%
$35.40
2.88% $36.42
9.56%
C
-0.52%
-3,884
-0.05%
$51.44
22.51% $63.02
9.80%
CMCSA
+2.20%
+138
+0.00%
$43.79
11.68% $38.68
0.00%
CSX
-0.21%
-108
-0.00%
$34.68
3.40% $33.50
0.27%
CVX
-24.63%
-800
-0.02%
$149.10
5.26% $156.94
0.06%
GNE
-0.56%
-1,672
-0.01%
$28.13
46.14% $15.15
1.31%
GSK
-1.78%
-22,807
-0.13%
$37.06
21.83% $45.15
7.35%
HLN
-37.46%
-220,469
-0.50%
$8.23
-
0.84%
IDT
-0.56%
-1,971
-0.01%
$34.12
19.48% $40.77
1.87%
IDW
-1.81%
-677
-0.00%
$0.45
3.72% $0.43
0.00%
JPM
-0.02%
-1
-0.00%
$170.07
15.79% $196.92
0.15%
MBI
+0.42%
+20,222
+0.02%
$6.12
8.50% $5.60
4.66%
MRK
-2.23%
-7,696
-0.24%
$109.02
20.24% $131.09
10.73%
NTP
-0.42%
-360
-0.00%
$4.75
11.10% $4.22
0.06%
NVS
-16.29%
-3,515
-0.06%
$100.99
0.12% $101.11
0.29%
NYCB
-2.13%
-133,885
-0.22%
$10.23
68.43% $3.23
9.93%
OGN
-31.23%
-8,178
-0.04%
$14.42
48.06% $21.35
0.08%
PFE
-2.85%
-30,078
-0.14%
$28.79
0.35% $28.69
4.65%
PTEN
-3.84%
-139,721
-0.24%
$10.80
0.56% $10.74
5.96%
RFL
-0.42%
-1,121
-0.00%
$1.83
14.20% $1.57
0.08%
SEB
-5.39%
-511
-0.29%
$3,570.15
6.05% $3,354.01
5.04%
STAYX
-100.00%
-3,860
-0.06%
$60.30
84.69% $9.23
0.00%
T
+152.25%
+10,102
+0.03%
$16.79
4.03% $17.47
0.00%
TPHS
+2.77%
+41,085
+0.00%
$0.11
16.91% $0.13
0.03%
VOXX
-0.52%
-14,295
-0.03%
$10.68
64.98% $3.74
4.84%
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
0.00% $0.03
0.00%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
VZ
+4.84%
+596
+0.00%
$37.68
4.65% $39.43
0.08%
WBS
-5.02%
-5,339
-0.04%
$50.76
13.63% $43.84
0.81%
XOM
-1.39%
-214
-0.00%
$99.98
13.53% $113.51
0.24%
ZDGE
-0.39%
-457
-0.00%
$2.35
8.34% $2.55
0.04%
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.