$640 Billion is the total value of KAHN BROTHERS GROUP INC's 32 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 3.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | Sell | MERCK | $69,146,317,000 | +13.1% | 831,385 | -5.4% | 10.80% | -2.0% |
| BP | Sell | BP PLC | $59,939,988,000 | +13.0% | 1,370,997 | -2.0% | 9.36% | -2.1% |
| C | Sell | CITIGROUP | $57,281,426,000 | +16.2% | 920,627 | -2.8% | 8.95% | +0.7% |
| AGO | Sell | ASSURED GUARANTY | $55,071,874,000 | +14.0% | 1,239,520 | -1.7% | 8.60% | -1.2% |
| GSK | Buy | GLAXOSMITHKLINE | $53,347,024,000 | +10.7% | 1,276,550 | +1.2% | 8.34% | -4.1% |
| NYCB | Sell | NEW YORK COMMUNITY | $49,599,798,000 | +21.8% | 4,286,931 | -0.9% | 7.75% | +5.5% |
| BB | Sell | BLACKBERRY | $46,028,815,000 | +41.2% | 4,561,825 | -0.5% | 7.19% | +22.3% |
| MBI | Sell | MBIA | $42,006,829,000 | +3.9% | 4,412,482 | -2.6% | 6.56% | -9.9% |
| SEB | Sell | SEABOARD CORP | $31,385,427,000 | +15.4% | 7,325 | -4.7% | 4.90% | -0.0% |
| BMY | Buy | BRISTOL MYERS SQUIBB | $24,062,538,000 | +2220.4% | 504,350 | +2428.1% | 3.76% | +1910.7% |
| PTEN | Buy | PATTERSON ENERGY | $23,961,988,000 | +44.0% | 1,709,129 | +6.3% | 3.74% | +24.8% |
| PFE | Sell | PFIZER | $22,661,525,000 | -2.9% | 533,589 | -0.2% | 3.54% | -15.8% |
| NYT | Sell | NY TIMES CL A | $22,092,019,000 | -19.4% | 672,512 | -45.3% | 3.45% | -30.2% |
| NTP | Sell | NAM TAI PPTY | $18,486,529,000 | +12.1% | 1,876,529 | -1.2% | 2.89% | -2.8% |
| HOLX | Sell | HOLOGIC | $16,477,490,000 | -27.1% | 340,444 | -38.1% | 2.57% | -36.9% |
| VOXX | Sell | VOXX INTERNATIONAL | $16,344,437,000 | +14.1% | 3,537,757 | -2.2% | 2.55% | -1.2% |
| STL | Sell | STERLING BANCORP | $8,430,987,000 | -14.8% | 452,549 | -24.5% | 1.32% | -26.2% |
| Sell | IDT CORP CL B | $4,190,862,000 | +6.6% | 631,154 | -0.6% | 0.66% | -7.6% | |
| RFL | Sell | RAFAEL HOLDING | $3,947,243,000 | +56.7% | 312,035 | -1.7% | 0.62% | +35.9% |
| TPHS | TRINITY PLACE HOLDINGS | $3,806,928,000 | -7.8% | 951,732 | 0.0% | 0.60% | -20.1% | |
| Sell | GENIE ENERGY | $3,325,829,000 | +40.1% | 391,274 | -0.6% | 0.52% | +21.5% | |
| NVS | NOVARTIS ADR | $2,186,608,000 | +12.0% | 22,744 | 0.0% | 0.34% | -2.8% | |
| IDWM | Sell | IDW MEDIA | $1,810,050,000 | -30.1% | 72,722 | -2.5% | 0.28% | -39.4% |
| XOM | Sell | EXXON MOBILE | $1,581,579,000 | +17.0% | 19,574 | -1.3% | 0.25% | +1.2% |
| ORI | OLD REPUBLIC | $1,022,988,000 | +1.7% | 48,900 | 0.0% | 0.16% | -11.6% | |
| CVX | CHEVRONTEXACO | $510,951,000 | +13.2% | 4,148 | 0.0% | 0.08% | -1.2% | |
| Sell | AMERICAN TEL & TEL | $394,728,000 | +9.4% | 12,587 | -0.4% | 0.06% | -4.6% | |
| BAC | Sell | BANK OF AMERICA | $333,784,000 | -42.1% | 12,098 | -48.3% | 0.05% | -50.0% |
| NAVI | Sell | NAVIENT | $294,526,000 | -12.5% | 25,456 | -33.4% | 0.05% | -24.6% |
| ZDGE | Sell | ZEDGE INC. | $236,273,000 | -29.3% | 132,738 | -2.7% | 0.04% | -38.3% |
| CMCSA | Sell | COMCAST CL A | $65,807,000 | +12.4% | 1,664 | -3.3% | 0.01% | -9.1% |
| CWEGF | New | CREW ENERGY | $6,315,000 | – | 7,500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NEW YORK COMMUNITY | 42 | Q3 2023 | 11.1% |
| PFIZER | 42 | Q3 2023 | 11.0% |
| MBIA | 42 | Q3 2023 | 10.8% |
| SEABOARD CORP | 42 | Q3 2023 | 7.3% |
| PATTERSON ENERGY | 42 | Q3 2023 | 11.4% |
| BRISTOL MYERS SQUIBB | 42 | Q3 2023 | 10.7% |
| HOLOGIC | 42 | Q3 2023 | 9.7% |
| VOXX INTERNATIONAL | 42 | Q3 2023 | 6.8% |
| TRINITY PLACE HOLDINGS | 42 | Q3 2023 | 1.9% |
| NOVARTIS ADR | 42 | Q3 2023 | 0.5% |
View KAHN BROTHERS GROUP INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| NAM TAI PROPERTY INC. | February 11, 2021 | 1,412,944 | 3.6% |
| Trinity Place Holdings Inc. | February 11, 2021 | 1,348,084 | 4.2% |
| AUDIOVOX CORP | February 07, 2011 | 2,113,383 | 10.2% |
| IDT CORP | February 07, 2011 | 648,517 | 17.4% |
| IDT CORP | February 09, 2009 | 2,264,420 | 15.7% |
| AUDIOVOX CORP | February 13, 2007 | 2,500,225 | 11.2% |
| ADVANCED MARKETING SERVICES INC | February 08, 2006 | 3,460,155 | 18.0% |
| HOLOGIC INC | February 08, 2006 | 1,475,403 | 3.3% |
| MARITRANS INC | February 08, 2006 | 559,799 | 4.7% |
| MERCHANTS GROUP INC | February 02, 2005 | 111,450 | 5.3% |
View KAHN BROTHERS GROUP INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| SC 13G | 2024-02-13 |
| SC 13G | 2024-02-13 |
| SC 13G | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| SC 13G | 2023-11-13 |
| SC 13G | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| SC 13G | 2023-08-09 |
| SC 13G | 2023-08-09 |
View KAHN BROTHERS GROUP INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.