$800 Billion is the total value of KAHN BROTHERS GROUP INC's 44 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 43.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | Buy | MERCK | $89,477,283,000 | +29.4% | 10,671,111 | +1183.5% | 11.19% | +3.5% |
| C | Buy | CITIGROUP | $77,263,471,000 | +34.9% | 1,103,291 | +19.8% | 9.66% | +7.9% |
| BP | Buy | BP PLC | $69,810,137,000 | +16.5% | 1,674,104 | +22.1% | 8.73% | -6.8% |
| AGO | Buy | ASSURED GUARANTY | $65,916,216,000 | +19.7% | 1,566,450 | +26.4% | 8.24% | -4.2% |
| GSK | Buy | GLAXOSMITHKLINE | $64,232,661,000 | +20.4% | 1,605,014 | +25.7% | 8.03% | -3.7% |
| SEB | Buy | SEABOARD CORP | $54,811,805,000 | +74.6% | 13,250 | +80.9% | 6.85% | +39.7% |
| NYCB | Buy | NEW YORK COMMUNITY | $54,569,279,000 | +10.0% | 5,467,791 | +27.5% | 6.82% | -12.0% |
| MBI | Buy | MBIA | $52,273,192,000 | +24.4% | 5,614,736 | +27.2% | 6.54% | -0.4% |
| BMY | Buy | BRISTOL MYERS SQUIBB | $46,178,998,000 | +91.9% | 1,018,280 | +101.9% | 5.77% | +53.5% |
| BB | Buy | BLACKBERRY | $41,505,127,000 | -9.8% | 5,563,690 | +22.0% | 5.19% | -27.9% |
| PFE | Buy | PFIZER | $34,916,613,000 | +54.1% | 806,016 | +51.1% | 4.36% | +23.3% |
| PTEN | Buy | PATTERSON ENERGY | $22,669,060,000 | -5.4% | 1,969,510 | +15.2% | 2.83% | -24.3% |
| NTP | Buy | NAM TAI PPTY | $21,768,874,000 | +17.8% | 2,232,705 | +19.0% | 2.72% | -5.7% |
| VOXX | Buy | VOXX INTERNATIONAL | $16,504,991,000 | +1.0% | 3,967,546 | +12.1% | 2.06% | -19.2% |
| HOLX | Sell | HOLOGIC | $16,312,490,000 | -1.0% | 339,702 | -0.2% | 2.04% | -20.8% |
| NYT | Sell | NY TIMES CL A | $15,405,513,000 | -30.3% | 472,272 | -29.8% | 1.93% | -44.2% |
| RFL | Buy | RAFAEL HOLDING | $12,417,729,000 | +214.6% | 431,921 | +38.4% | 1.55% | +151.5% |
| STL | Buy | STERLING BANCORP | $11,120,800,000 | +31.9% | 522,594 | +15.5% | 1.39% | +5.5% |
| Buy | IDT CORP CL B | $6,636,047,000 | +58.3% | 871,349 | +38.1% | 0.83% | +26.7% | |
| TPHS | Buy | TRINITY PLACE HOLDINGS | $6,366,875,000 | +67.2% | 1,611,867 | +69.4% | 0.80% | +33.8% |
| Buy | GENIE ENERGY | $4,890,820,000 | +47.1% | 459,232 | +17.4% | 0.61% | +17.5% | |
| NVS | Buy | NOVARTIS ADR | $2,353,333,000 | +7.6% | 25,773 | +13.3% | 0.29% | -14.0% |
| IDWM | Buy | IDW MEDIA | $1,792,587,000 | -1.0% | 96,949 | +33.3% | 0.22% | -20.8% |
| FBAK | New | FIRST NATL BK OF ALASKA | $1,648,020,000 | – | 6,810 | +100.0% | 0.21% | – |
| XOM | Sell | EXXON MOBILE | $1,453,978,000 | -8.1% | 18,974 | -3.1% | 0.18% | -26.3% |
| VRAY | New | VIEWRAY | $991,125,000 | – | 112,500 | +100.0% | 0.12% | – |
| GBCI | New | GLACIER BANCORP | $748,553,000 | – | 18,460 | +100.0% | 0.09% | – |
| BRKB | New | BERKSHIRE HATHAWAY | $682,144,000 | – | 3,200 | +100.0% | 0.08% | – |
| CVX | Buy | CHEVRONTEXACO | $569,437,000 | +11.4% | 4,576 | +10.3% | 0.07% | -11.2% |
| Buy | AMERICAN TEL & TEL | $504,994,000 | +27.9% | 15,070 | +19.7% | 0.06% | +1.6% | |
| VZ | New | VERIZON | $477,721,000 | – | 8,362 | +100.0% | 0.06% | – |
| SBBX | New | SB ONE BANC | $452,476,000 | – | 20,245 | +100.0% | 0.06% | – |
| HOPE | New | HOPE BANCORP | $439,858,000 | – | 31,920 | +100.0% | 0.06% | – |
| OCBI | New | ORANGE COUNTY BANCORP | $434,764,000 | – | 16,400 | +100.0% | 0.05% | – |
| BAC | Buy | BANK OF AMERICA | $412,844,000 | +23.7% | 14,216 | +17.5% | 0.05% | 0.0% |
| NAVI | NAVIENT | $347,474,000 | +18.0% | 25,456 | 0.0% | 0.04% | -6.5% | |
| CCRK | New | COAL CREEK MINING | $329,305,000 | – | 983 | +100.0% | 0.04% | – |
| ALC | New | ALCON | $318,529,000 | – | 5,151 | +100.0% | 0.04% | – |
| ZDGE | Buy | ZEDGE INC. | $277,746,000 | +17.6% | 168,331 | +26.8% | 0.04% | -5.4% |
| CMCSA | Buy | COMCAST CL A | $254,102,000 | +286.1% | 6,010 | +261.2% | 0.03% | +220.0% |
| ED | New | CON EDISON | $146,776,000 | – | 1,674 | +100.0% | 0.02% | – |
| CWEGF | Buy | CREW ENERGY | $121,166,000 | +1818.7% | 189,500 | +2426.7% | 0.02% | +1400.0% |
| LWAY | New | LIFEWAY FOODS | $36,400,000 | – | 10,000 | +100.0% | 0.01% | – |
| VHI | New | VALHI | $30,792,000 | – | 10,368 | +100.0% | 0.00% | – |
| ORI | Exit | OLD REPUBLIC | $0 | – | -48,900 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-05
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.