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 Q3 (35 results)
AGO
-1.62%
-16,795
-0.16%
$60.52
24.29% $75.22
9.65%
BAC
+17.22%
+4,194
+0.02%
$27.38
43.06% $39.17
0.16%
BB
-1.86%
-19,248
-0.02%
$4.71
39.70% $2.84
1.01%
BMY
-2.24%
-19,545
-0.18%
$58.06
28.45% $41.54
7.72%
BP
-3.74%
-68,857
-0.42%
$38.72
5.94% $36.42
10.71%
C
+0.74%
+8,878
+0.06%
$41.13
53.22% $63.02
7.80%
CMCSA
+324.93%
+3,453
+0.01%
$10.43
270.69% $38.68
0.01%
CSX
buy
+50,428
+0.24%
$30.76
8.92% $33.50
0.24%
CWEGF
-23.59%
-45,000
-0.03%
$4.31
27.23% $3.14
0.10%
GBCI
-100.00%
-4,320
-0.03%
$41.67
9.41% $37.75
0.00%
GNE
-1.51%
-4,552
-0.01%
$14.73
2.84% $15.15
0.68%
GSK
+1.49%
+12,993
+0.11%
$36.25
24.55% $45.15
7.25%
HLN
-18.73%
-237,974
-0.31%
$8.33
-
1.34%
HOLX
-5.14%
-1,544
-0.02%
$69.39
6.63% $73.99
0.31%
HOPE
-100.00%
-31,000
-0.04%
$8.42
22.34% $10.30
0.00%
IDT
-1.15%
-2,735
-0.01%
$22.05
84.91% $40.77
1.20%
IDW
-0.98%
-664
-0.00%
$0.60
28.56% $0.43
0.01%
JPM
+52.98%
+2,000
+0.05%
$144.94
35.87% $196.92
0.13%
MBI
-0.60%
-29,111
-0.03%
$7.21
22.33% $5.60
5.41%
MRK
-1.52%
-9,878
-0.16%
$102.95
27.33% $131.09
10.26%
NYCB
-0.93%
-58,773
-0.10%
$11.34
71.52% $3.23
11.14%
OGN
-14.13%
-8,452
-0.02%
$17.37
22.94% $21.35
0.14%
PFE
-0.97%
-10,332
-0.05%
$33.17
13.51% $28.69
5.46%
PG
+5.26%
+60
+0.00%
$145.88
13.44% $165.49
0.05%
PTEN
-5.10%
-120,385
-0.42%
$13.84
22.40% $10.74
7.86%
RFL
-0.74%
-2,026
-0.00%
$1.90
17.42% $1.57
0.08%
SEB
-0.90%
-86
-0.05%
$3,752.96
10.63% $3,354.01
5.55%
STAYX
buy
+3,860
+0.06%
$60.30
84.69% $9.23
0.00%
TPHS
-0.77%
-11,475
-0.00%
$0.36
64.37% $0.13
0.08%
VOXX
-1.08%
-31,554
-0.04%
$7.98
53.15% $3.74
3.60%
VRAY
-0.10%
-2,000
-0.00%
$0.01
261.45% $0.03
0.00%
VTRSV
-3.89%
-1,592
-0.00%
$10.28
-
0.11%
VZ
-4.17%
-556
-0.00%
$32.43
21.59% $39.43
0.06%
XOM
+10.62%
+1,044
+0.03%
$117.57
3.46% $113.51
0.28%
ZDGE
-1.15%
-1,351
-0.00%
$2.19
16.42% $2.55
0.04%
35 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.