Kahn Brothers Group's Portfolio

Kahn Brothers Group 13F holdings

What is Kahn Brothers Group's portfolio?

Kahn Brothers Group has disclosed a total of 43 security holdings in their (2023 Q2) SEC 13F filing(s) with portfolio value of $682,063,523.

What stocks does Kahn Brothers Group own?

In Kahn Brothers Group's portfolio as of 30 Jun 2023, the top 5 holdings are (MRK) MERCK & CO INC (10.97%), (NYCB) NEW YORK COMMUNITY BANCORP (10.47%), (BP) BP PLC-SPONS ADR (9.53%), (BMY) BRISTOL-MYERS SQUIBB CO (8.99%) and (AGO) ASSURED GUARANTY LTD (8.50%).

To see the historical data of Kahn Brothers Group's portfolio holdings please click on the "2023 Q2" dropdown menu and select the date.

To see Kahn Brothers Group's original 13F reports (2023 Q2), please click on the "important" button.

Portfolio value: $682M+
Period: 2023 Q2
Number of stock: 43
Update: 09 Aug 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
JPM
JPMORGAN CHASE & CO
0.08%
3,775
$145.43
70.91% $248.55
$549,000
LWAY
LIFEWAY FOODS INC
0.01%
7,350
$6.50
273.23% $24.26
$47,775
MBI
MBIA INC
6.13%
4,838,495
$8.64
18.63% $7.03
$41,804,606
+2.20% (+103,933)
+0.13%
MRK
MERCK & CO INC
10.97%
648,671
$115.39
14.05% $99.18
$74,849,897
-3.41% (-22,933)
-0.39%
NTP
NAM TAI PROPERTY INC
0.07%
61,840
$5.50
23.21% $4.22
$339,840
-0.12% (-72)
-0.00%
NAVI
NAVIENT CORP
0.06%
23,286
$18.58
17.28% $15.37
$432,653
NYCB
NEW YORK COMMUNITY BANCORP
10.47%
6,352,672
$11.24
6.14% $10.55
$71,404,227
-0.57% (-36,472)
-0.06%
NVS
NOVARTIS AG-SPONSORED ADR
0.32%
15,212
$100.89
3.36% $104.28
$1,534,849
OGN
ORGANON & CO
0.18%
59,798
$20.80
26.55% $15.28
$1,243,955
-2.96% (-1,821)
-0.01%
PTEN
PATTERSON-UTI ENERGY INC
6.73%
2,646,472
$11.97
27.48% $8.68
$31,678,089
-5.37% (-150,295)
-0.38%
PEP
PEPSICO INC
0.05%
1,900
$185.26
12.56% $162.00
$352,000
PEYUF
PEYTO EXPLORATION & DEV CORP
0.02%
17,807
$8.31
47.39% $12.25
$148,000
-66.28% (-35,000)
-0.04%
PFE
PFIZER INC
5.73%
1,066,091
$36.68
30.07% $25.65
$39,104,514
+3.54% (+36,429)
+0.20%
PG
PROCTER & GAMBLE CO/THE
0.04%
1,282
$151.85
16.09% $176.28
$194,752
RFL
RAFAEL HOLDINGS INC-CLASS B
0.08%
275,236
$2.09
8.59% $1.91
$575,114
-1.54% (-4,298)
-0.00%
SEB
SEABOARD CORP
4.99%
9,560
$3,560.74
25.21% $2,663.00
$34,040,653
TPHS
TRINITY PLACE HOLDINGS INC
0.12%
984,993
$0.54
87.03% $0.07
$531,649
VZ
VERIZON COMMUNICATIONS INC
0.07%
13,335
$37.15
16.14% $43.15
$495,429
+0.23% (+31)
+0.00%
VTRSV
VIATRIS INC-W/I
0.11%
71,782
$9.98
-
$716,475
-2.52% (-1,855)
-0.00%
VRAY
VIEWRAY INC
0.11%
1,321,312
$0.35
91.48% $0.03
$465,045
+26.39% (+275,898)
+0.02%
20 of 43

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
BRK.B
BERKSHIRE HATHAWAY INC CL-B
3,107
-0.14%
PFS
PROVIDENT FINANCIAL SERVICES
15,796
-0.08%

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.