$825 Billion is the total value of KAHN BROTHERS GROUP INC's 47 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 2.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | Sell | MERCK | $94,411,040,000 | +4.7% | 1,038,054 | -48.7% | 11.45% | +1.3% |
| C | Sell | CITIGROUP | $80,456,562,000 | +9.7% | 1,007,092 | -5.1% | 9.76% | +6.1% |
| AGO | Sell | ASSURED GUARANTY | $74,807,363,000 | +6.8% | 1,526,058 | -3.1% | 9.07% | +3.3% |
| GSK | Sell | GLAXOSMITHKLINE | $74,603,639,000 | +7.9% | 1,587,628 | -2.0% | 9.05% | +4.3% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $67,639,057,000 | +24.3% | 1,053,732 | -1.8% | 8.20% | +20.2% |
| NYCB | Sell | NEW YORK COMMUNITY | $64,612,494,000 | -7.1% | 5,375,415 | -3.0% | 7.83% | -10.2% |
| BP | Sell | BP PLC | $61,280,589,000 | -3.7% | 1,623,757 | -3.1% | 7.43% | -6.9% |
| SEB | Sell | SEABOARD CORP | $54,543,058,000 | -5.7% | 12,832 | -2.9% | 6.61% | -8.8% |
| MBI | Sell | MBIA | $50,237,103,000 | -2.6% | 5,401,839 | -3.4% | 6.09% | -5.8% |
| BB | Buy | BLACKBERRY | $37,326,747,000 | +25.6% | 5,814,135 | +2.7% | 4.53% | +21.5% |
| PFE | Sell | PFIZER | $31,727,337,000 | +8.8% | 809,784 | -0.2% | 3.85% | +5.2% |
| PTEN | Sell | PATTERSON ENERGY | $27,203,810,000 | +17.7% | 2,590,839 | -4.2% | 3.30% | +13.8% |
| NTP | Sell | NAM TAI PPTY | $18,146,118,000 | -8.3% | 2,107,563 | -4.1% | 2.20% | -11.3% |
| VOXX | Sell | VOXX INTERNATIONAL | $16,846,422,000 | -11.9% | 3,846,215 | -5.5% | 2.04% | -14.8% |
| HOLX | Sell | HOLOGIC | $15,379,552,000 | -1.7% | 294,571 | -4.9% | 1.86% | -4.9% |
| NYT | Sell | NY TIMES CL A | $9,978,297,000 | +2.8% | 310,174 | -9.0% | 1.21% | -0.6% |
| STL | Sell | STERLING BANCORP | $7,983,586,000 | -15.0% | 378,728 | -19.1% | 0.97% | -17.8% |
| RFL | Sell | RAFAEL HOLDING | $7,681,956,000 | -15.7% | 430,603 | -0.9% | 0.93% | -18.5% |
| Sell | IDT CORP CL B | $5,031,872,000 | -32.3% | 697,902 | -1.2% | 0.61% | -34.5% | |
| TPHS | Sell | TRINITY PLACE HOLDINGS | $4,808,749,000 | -25.2% | 1,597,591 | -0.5% | 0.58% | -27.7% |
| Sell | GENIE ENERGY | $3,467,609,000 | +0.0% | 448,591 | -3.5% | 0.42% | -3.4% | |
| NVS | NOVARTIS ADR | $2,440,445,000 | +9.0% | 25,773 | 0.0% | 0.30% | +5.3% | |
| VRAY | Buy | VIEWRAY | $2,251,581,000 | +128.5% | 533,550 | +57.0% | 0.27% | +120.2% |
| FBAK | FIRST NATL BK OF ALASKA | $1,654,830,000 | +1.2% | 6,810 | 0.0% | 0.20% | -2.0% | |
| XOM | EXXON MOBILE | $1,334,194,000 | -1.2% | 19,120 | 0.0% | 0.16% | -4.1% | |
| VZ | Sell | VERIZON | $1,206,203,000 | -8.2% | 19,645 | -9.7% | 0.15% | -11.5% |
| BRKB | BERKSHIRE HATHAWAY | $747,450,000 | +8.9% | 3,300 | 0.0% | 0.09% | +5.8% | |
| IDWM | Sell | IDW MEDIA | $727,857,000 | -46.9% | 96,405 | -0.9% | 0.09% | -48.8% |
| Sell | AMERICAN TEL & TEL | $713,327,000 | +2.5% | 18,253 | -0.8% | 0.09% | -1.1% | |
| BAC | BANK OF AMERICA | $626,316,000 | +20.7% | 17,763 | 0.0% | 0.08% | +16.9% | |
| CVX | CHEVRONTEXACO | $527,351,000 | +1.6% | 4,376 | 0.0% | 0.06% | -1.5% | |
| SBBX | SB ONE BANC | $504,500,000 | +10.5% | 20,245 | 0.0% | 0.06% | +7.0% | |
| OCBI | ORANGE COUNTY BANCORP | $482,160,000 | +5.9% | 16,400 | 0.0% | 0.06% | +1.8% | |
| HOPE | HOPE BANCORP | $474,331,000 | +3.6% | 31,920 | 0.0% | 0.06% | +1.8% | |
| CMCSA | Buy | COMCAST CL A | $399,694,000 | +29.3% | 8,888 | +29.6% | 0.05% | +23.1% |
| NAVI | Buy | NAVIENT | $345,912,000 | +6.2% | 13,680 | +6.9% | 0.04% | +2.4% |
| AAPL | Buy | APPLE | $300,404,000 | +168.3% | 1,023 | +104.6% | 0.04% | +157.1% |
| PEP | PEPSICO | $287,007,000 | -0.3% | 2,100 | 0.0% | 0.04% | -2.8% | |
| GBCI | Sell | GLACIER BANCORP | $288,127,000 | -51.1% | 6,265 | -57.0% | 0.04% | -52.7% |
| ALC | Sell | ALCON | $269,047,000 | -5.5% | 4,756 | -2.5% | 0.03% | -8.3% |
| CCRK | Sell | COAL CREEK MINING | $268,290,000 | -19.7% | 813 | -17.3% | 0.03% | -21.4% |
| ZDGE | Sell | ZEDGE INC. | $253,767,000 | -10.6% | 164,784 | -3.1% | 0.03% | -13.9% |
| KEY | Sell | KEYCORP | $230,574,000 | +4.7% | 11,392 | -7.7% | 0.03% | 0.0% |
| PEYUF | PEYTO EXP & DEV | $102,575,000 | +16.2% | 35,000 | 0.0% | 0.01% | +9.1% | |
| CWEGF | CREW ENERGY | $80,744,000 | -16.5% | 189,500 | 0.0% | 0.01% | -16.7% | |
| LWAY | LIFEWAY FOODS | $19,900,000 | -9.1% | 10,000 | 0.0% | 0.00% | -33.3% | |
| VHI | VALHI | $19,388,000 | -1.6% | 10,368 | 0.0% | 0.00% | 0.0% | |
| ED | Exit | CON EDISON | $0 | – | -1,674 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
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.