$798 Billion is the total value of KAHN BROTHERS GROUP INC's 48 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | Sell | MERCK | $90,134,752,000 | +0.7% | 2,022,600 | -81.0% | 11.30% | +1.0% |
| C | Sell | CITIGROUP | $73,312,046,000 | -5.1% | 1,061,262 | -3.8% | 9.19% | -4.8% |
| AGO | Buy | ASSURED GUARANTY | $70,014,453,000 | +6.2% | 1,574,774 | +0.5% | 8.78% | +6.5% |
| NYCB | Buy | NEW YORK COMMUNITY | $69,572,149,000 | +27.5% | 5,543,597 | +1.4% | 8.72% | +27.9% |
| GSK | Buy | GLAXOSMITHKLINE | $69,167,165,000 | +7.7% | 1,620,599 | +1.0% | 8.67% | +8.0% |
| BP | Buy | BP PLC | $63,655,057,000 | -8.8% | 1,675,574 | +0.1% | 7.98% | -8.6% |
| SEB | Sell | SEABOARD CORP | $57,841,875,000 | +5.5% | 13,221 | -0.2% | 7.25% | +5.8% |
| BMY | Buy | BRISTOL MYERS SQUIBB | $54,399,659,000 | +17.8% | 1,072,760 | +5.4% | 6.82% | +18.2% |
| MBI | Sell | MBIA | $51,591,740,000 | -1.3% | 5,589,571 | -0.4% | 6.47% | -1.0% |
| BB | Buy | BLACKBERRY | $29,719,626,000 | -28.4% | 5,660,881 | +1.7% | 3.73% | -28.2% |
| PFE | Buy | PFIZER | $29,167,507,000 | -16.5% | 811,787 | +0.7% | 3.66% | -16.2% |
| PTEN | Buy | PATTERSON ENERGY | $23,114,010,000 | +2.0% | 2,703,393 | +37.3% | 2.90% | +2.3% |
| NTP | Sell | NAM TAI PPTY | $19,778,445,000 | -9.1% | 2,197,605 | -1.6% | 2.48% | -8.9% |
| VOXX | Buy | VOXX INTERNATIONAL | $19,120,013,000 | +15.8% | 4,068,088 | +2.5% | 2.40% | +16.2% |
| HOLX | Sell | HOLOGIC | $15,643,670,000 | -4.1% | 309,837 | -8.8% | 1.96% | -3.8% |
| NYT | Sell | NY TIMES CL A | $9,706,725,000 | -37.0% | 340,826 | -27.8% | 1.22% | -36.8% |
| STL | Sell | STERLING BANCORP | $9,390,527,000 | -15.6% | 468,122 | -10.4% | 1.18% | -15.3% |
| RFL | Buy | RAFAEL HOLDING | $9,110,473,000 | -26.6% | 434,660 | +0.6% | 1.14% | -26.4% |
| Sell | IDT CORP CL B | $7,436,453,000 | +12.1% | 706,216 | -19.0% | 0.93% | +12.3% | |
| TPHS | Sell | TRINITY PLACE HOLDINGS | $6,424,808,000 | +0.9% | 1,606,202 | -0.4% | 0.81% | +1.3% |
| Buy | GENIE ENERGY | $3,466,691,000 | -29.1% | 464,704 | +1.2% | 0.44% | -28.8% | |
| NVS | NOVARTIS ADR | $2,239,674,000 | -4.8% | 25,773 | 0.0% | 0.28% | -4.4% | |
| FBAK | FIRST NATL BK OF ALASKA | $1,634,400,000 | -0.8% | 6,810 | 0.0% | 0.20% | -0.5% | |
| IDWM | Buy | IDW MEDIA | $1,371,930,000 | -23.5% | 97,300 | +0.4% | 0.17% | -23.2% |
| XOM | Buy | EXXON MOBILE | $1,350,063,000 | -7.1% | 19,120 | +0.8% | 0.17% | -7.1% |
| VZ | Buy | VERIZON | $1,313,373,000 | +174.9% | 21,759 | +160.2% | 0.16% | +175.0% |
| VRAY | Buy | VIEWRAY | $985,420,000 | -0.6% | 339,800 | +202.0% | 0.12% | 0.0% |
| Buy | AMERICAN TEL & TEL | $696,066,000 | +37.8% | 18,395 | +22.1% | 0.09% | +38.1% | |
| BRKB | Buy | BERKSHIRE HATHAWAY | $686,466,000 | +0.6% | 3,300 | +3.1% | 0.09% | +1.2% |
| GBCI | Sell | GLACIER BANCORP | $589,543,000 | -21.2% | 14,571 | -21.1% | 0.07% | -21.3% |
| CVX | Sell | CHEVRONTEXACO | $518,993,000 | -8.9% | 4,376 | -4.4% | 0.06% | -8.5% |
| BAC | Buy | BANK OF AMERICA | $518,729,000 | +25.6% | 17,763 | +25.0% | 0.06% | +25.0% |
| HOPE | HOPE BANCORP | $457,732,000 | +4.1% | 31,920 | 0.0% | 0.06% | +3.6% | |
| SBBX | SB ONE BANC | $456,727,000 | +0.9% | 20,245 | 0.0% | 0.06% | 0.0% | |
| OCBI | ORANGE COUNTY BANCORP | $455,100,000 | +4.7% | 16,400 | 0.0% | 0.06% | +5.6% | |
| CCRK | COAL CREEK MINING | $334,220,000 | +1.5% | 983 | 0.0% | 0.04% | +2.4% | |
| NAVI | Sell | NAVIENT | $325,837,000 | -6.2% | 12,800 | -49.7% | 0.04% | -4.7% |
| CMCSA | Buy | COMCAST CL A | $309,159,000 | +21.7% | 6,858 | +14.1% | 0.04% | +21.9% |
| ALC | Sell | ALCON | $284,665,000 | -10.6% | 4,876 | -5.3% | 0.04% | -10.0% |
| PEP | New | PEPSICO | $287,910,000 | – | 2,100 | +100.0% | 0.04% | – |
| ZDGE | Buy | ZEDGE INC. | $283,972,000 | +2.2% | 170,043 | +1.0% | 0.04% | +2.9% |
| KEY | New | KEYCORP | $220,306,000 | – | 12,349 | +100.0% | 0.03% | – |
| ED | CON EDISON | $158,143,000 | +7.7% | 1,674 | 0.0% | 0.02% | +11.1% | |
| AAPL | New | APPLE | $111,985,000 | – | 500 | +100.0% | 0.01% | – |
| CWEGF | CREW ENERGY | $96,752,000 | -20.1% | 189,500 | 0.0% | 0.01% | -20.0% | |
| PEYUF | New | PEYTO EXP & DEV | $88,305,000 | – | 35,000 | +100.0% | 0.01% | – |
| LWAY | LIFEWAY FOODS | $21,900,000 | -39.8% | 10,000 | 0.0% | 0.00% | -40.0% | |
| VHI | VALHI | $19,699,000 | -36.0% | 10,368 | 0.0% | 0.00% | -50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2019-11-05
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.