$547 Billion is the total value of KAHN BROTHERS GROUP INC's 48 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 2.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | Sell | MERCK | $76,899,554,000 | -18.5% | 1,029,474 | -0.8% | 14.06% | +22.9% |
| GSK | Sell | GLAXOSMITHKLINE | $58,487,686,000 | -21.6% | 1,543,618 | -2.8% | 10.70% | +18.3% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $57,200,890,000 | -15.4% | 1,026,209 | -2.6% | 10.46% | +27.6% |
| NYCB | Sell | NEW YORK COMMUNITY | $48,994,011,000 | -24.2% | 5,217,680 | -2.9% | 8.96% | +14.4% |
| BP | Buy | BP PLC | $39,718,188,000 | -35.2% | 1,628,462 | +0.3% | 7.26% | -2.2% |
| C | Sell | CITIGROUP | $39,669,615,000 | -50.7% | 941,823 | -6.5% | 7.26% | -25.6% |
| AGO | Sell | ASSURED GUARANTY | $37,824,904,000 | -49.4% | 1,466,650 | -3.9% | 6.92% | -23.7% |
| MBI | Sell | MBIA | $36,500,044,000 | -27.3% | 5,112,051 | -5.4% | 6.68% | +9.6% |
| SEB | Sell | SEABOARD CORP | $35,739,437,000 | -34.5% | 12,706 | -1.0% | 6.54% | -1.1% |
| PFE | Sell | PFIZER | $25,143,114,000 | -20.8% | 770,316 | -4.9% | 4.60% | +19.5% |
| BB | Buy | BLACKBERRY | $24,044,389,000 | -35.6% | 5,821,886 | +0.1% | 4.40% | -2.8% |
| NTP | Sell | NAM TAI PPTY | $10,829,467,000 | -40.3% | 1,968,994 | -6.6% | 1.98% | -10.0% |
| VOXX | Sell | VOXX INTERNATIONAL | $10,689,552,000 | -36.5% | 3,750,720 | -2.5% | 1.96% | -4.3% |
| HOLX | Sell | HOLOGIC | $9,354,325,000 | -39.2% | 266,505 | -9.5% | 1.71% | -8.3% |
| PTEN | Buy | PATTERSON ENERGY | $7,085,577,000 | -74.0% | 3,015,139 | +16.4% | 1.30% | -60.7% |
| RFL | Sell | RAFAEL HOLDING | $5,648,473,000 | -26.5% | 428,017 | -0.6% | 1.03% | +11.0% |
| STL | Sell | STERLING BANCORP | $3,894,726,000 | -51.2% | 372,701 | -1.6% | 0.71% | -26.4% |
| Sell | IDT CORP CL B | $3,760,462,000 | -25.3% | 693,812 | -0.6% | 0.69% | +12.8% | |
| TPHS | Sell | TRINITY PLACE HOLDINGS | $2,867,908,000 | -40.4% | 1,575,774 | -1.4% | 0.52% | -9.9% |
| NVS | Sell | NOVARTIS ADR | $1,912,675,000 | -21.6% | 23,198 | -10.0% | 0.35% | +18.2% |
| VRAY | Buy | VIEWRAY | $1,513,875,000 | -32.8% | 605,550 | +13.5% | 0.28% | +1.5% |
| FBAK | FIRST NATL BK OF ALASKA | $1,375,620,000 | -16.9% | 6,810 | 0.0% | 0.25% | +25.4% | |
| VZ | Sell | VERIZON | $967,946,000 | -19.8% | 18,015 | -8.3% | 0.18% | +21.2% |
| XOM | EXXON MOBILE | $725,986,000 | -45.6% | 19,120 | 0.0% | 0.13% | -17.9% | |
| BRKB | Buy | BERKSHIRE HATHAWAY | $607,910,000 | -18.7% | 3,325 | +0.8% | 0.11% | +22.0% |
| IDWM | Sell | IDW MEDIA | $484,852,000 | -33.4% | 96,010 | -0.4% | 0.09% | +1.1% |
| Sell | AMERICAN TEL & TEL | $476,894,000 | -33.1% | 16,360 | -10.4% | 0.09% | +1.2% | |
| GENIE ENERGY | $437,446,000 | -87.4% | 448,591 | 0.0% | 0.08% | -81.0% | ||
| OCBI | ORANGE COUNTY BANCORP | $405,900,000 | -15.8% | 16,400 | 0.0% | 0.07% | +27.6% | |
| BAC | Buy | BANK OF AMERICA | $377,532,000 | -39.7% | 17,783 | +0.1% | 0.07% | -9.2% |
| New | JP MORGAN CHASE | $354,268,000 | – | 3,935 | +100.0% | 0.06% | – | |
| SBBX | SB ONE BANC | $344,165,000 | -31.8% | 20,245 | 0.0% | 0.06% | +3.3% | |
| CMCSA | Sell | COMCAST CL A | $298,693,000 | -25.3% | 8,688 | -2.3% | 0.06% | +14.6% |
| HOPE | HOPE BANCORP | $262,382,000 | -44.7% | 31,920 | 0.0% | 0.05% | -17.2% | |
| CCRK | Buy | COAL CREEK MINING | $253,656,000 | -5.5% | 1,084 | +33.3% | 0.05% | +39.4% |
| PEP | PEPSICO | $252,210,000 | -12.1% | 2,100 | 0.0% | 0.05% | +31.4% | |
| CVX | Sell | CHEVRONTEXACO | $244,624,000 | -53.6% | 3,376 | -22.9% | 0.04% | -29.7% |
| GBCI | GLACIER BANCORP | $213,041,000 | -26.1% | 6,265 | 0.0% | 0.04% | +11.4% | |
| ALC | Sell | ALCON | $201,767,000 | -25.0% | 3,956 | -16.8% | 0.04% | +12.1% |
| NAVI | Buy | NAVIENT | $191,668,000 | -44.6% | 25,286 | +84.8% | 0.04% | -16.7% |
| ZDGE | Sell | ZEDGE INC. | $143,811,000 | -43.3% | 163,421 | -0.8% | 0.03% | -16.1% |
| KEY | KEYCORP | $118,135,000 | -48.8% | 11,392 | 0.0% | 0.02% | -21.4% | |
| AAPL | Sell | APPLE | $76,287,000 | -74.6% | 300 | -70.7% | 0.01% | -61.1% |
| NYT | Sell | NY TIMES CL A | $46,065,000 | -99.5% | 1,500 | -99.5% | 0.01% | -99.3% |
| PEYUF | PEYTO EXP & DEV | $36,642,000 | -64.3% | 35,000 | 0.0% | 0.01% | -41.7% | |
| CWEGF | Sell | CREW ENERGY | $25,508,000 | -68.4% | 182,000 | -4.0% | 0.01% | -50.0% |
| LWAY | LIFEWAY FOODS | $19,200,000 | -3.5% | 10,000 | 0.0% | 0.00% | +100.0% | |
| VHI | VALHI | $10,679,000 | -44.9% | 10,368 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-11
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.