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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q2 (30 results)
AGO
ASSURED GUARANTY LTD
-9.20%
-105,219
-0.86%
$55.80
38.42% $77.24
8.50%
BAC
BANK OF AMERICA CORP
-18.26%
-7,258
-0.03%
$28.70
36.89% $39.29
0.14%
BB
BLACKBERRY LTD
-0.47%
-6,700
-0.01%
$5.53
46.83% $2.94
1.14%
BMY
BRISTOL-MYERS SQUIBB CO
-3.25%
-29,312
-0.30%
$70.38
37.44% $44.03
8.99%
BP
BP PLC-SPONS ADR
-5.99%
-96,909
-0.61%
$35.29
6.23% $37.49
9.53%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-100.00%
-3,107
-0.14%
$308.62
35.10% $416.94
0.00%
C
CITIGROUP INC COM NEW
-0.88%
-8,705
-0.07%
$46.04
39.16% $64.07
8.15%
CWEGF
CREW ENERGY INC
-32.53%
-73,140
-0.06%
$4.11
19.70% $3.30
0.11%
GNE
GENIE ENERGY LTD-B
-2.74%
-6,628
-0.02%
$14.14
8.27% $15.31
0.63%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
-1.10%
-14,018
-0.07%
$35.64
26.21% $44.98
6.60%
HLN
HALEON
-8.02%
-84,788
-0.14%
$8.38
-
1.56%
IDT
IDT CORP-CLASS B
-3.58%
-9,837
-0.05%
$25.85
53.53% $39.69
1.34%
IDW
IDW MEDIA HOLDINGS INC-B
-2.02%
-1,400
-0.00%
$0.65
33.86% $0.43
0.01%
MBI
MBIA INC
+2.20%
+103,933
+0.13%
$8.64
30.56% $6.00
6.13%
MRK
MERCK & CO INC
-3.41%
-22,933
-0.39%
$115.39
13.69% $131.19
10.97%
NTP
NAM TAI PROPERTY INC
-0.12%
-72
-0.00%
$5.50
23.21% $4.22
0.07%
NYCB
NEW YORK COMMUNITY BANCORP
-0.57%
-36,472
-0.06%
$11.24
67.17% $3.69
10.47%
OGN
ORGANON & CO
-2.96%
-1,821
-0.01%
$20.80
4.79% $21.80
0.18%
PEYUF
PEYTO EXPLORATION & DEV CORP
-66.28%
-35,000
-0.04%
$8.31
40.77% $11.70
0.02%
PFE
PFIZER INC
+3.54%
+36,429
+0.20%
$36.68
21.92% $28.64
5.73%
PFS
PROVIDENT FINANCIAL SERVICES
-100.00%
-15,796
-0.08%
$19.18
15.66% $16.18
0.00%
PTEN
PATTERSON-UTI ENERGY INC
-5.37%
-150,295
-0.38%
$11.97
5.51% $11.31
6.73%
RFL
RAFAEL HOLDINGS INC-CLASS B
-1.54%
-4,298
-0.00%
$2.09
23.43% $1.60
0.08%
VOXX
VOXX INTERNATIONAL CORP
-1.97%
-58,850
-0.11%
$12.71
68.52% $4.00
5.45%
VRAY
VIEWRAY INC
+26.39%
+275,898
+0.02%
$0.35
91.48% $0.03
0.11%
VTRSV
VIATRIS INC-W/I
-2.52%
-1,855
-0.00%
$9.98
-
0.11%
VZ
VERIZON COMMUNICATIONS INC
+0.23%
+31
+0.00%
$37.15
7.83% $40.06
0.07%
WBS
WEBSTER FINANCIAL CORP
-5.85%
-6,609
-0.04%
$37.75
23.61% $46.66
0.59%
XOM
EXXON MOBIL CORP
-2.10%
-300
-0.00%
$107.27
11.53% $119.64
0.22%
ZDGE
ZEDGE INC-CL B
-2.37%
-1,803
-0.00%
$2.24
24.17% $2.78
0.04%
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.