$592 Billion is the total value of KAHN BROTHERS GROUP INC's 37 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 2.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | Sell | MERCK | $71,529,037,000 | -7.0% | 924,984 | -10.1% | 12.09% | -14.1% |
| GSK | Sell | GLAXOSMITHKLINE | $62,201,405,000 | +6.3% | 1,517,918 | -1.7% | 10.51% | -1.7% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $59,729,275,000 | +4.4% | 1,015,804 | -1.0% | 10.09% | -3.5% |
| NYCB | Sell | NEW YORK COMMUNITY | $52,489,807,000 | +7.1% | 5,146,060 | -1.4% | 8.87% | -1.0% |
| C | Sell | CITIGROUP | $47,712,836,000 | +20.3% | 933,715 | -0.9% | 8.06% | +11.1% |
| BP | Buy | BP PLC | $44,505,357,000 | +12.1% | 1,908,463 | +17.2% | 7.52% | +3.5% |
| AGO | Buy | ASSURED GUARANTY | $37,647,372,000 | -0.5% | 1,542,293 | +5.2% | 6.36% | -8.0% |
| SEB | Sell | SEABOARD CORP | $36,514,324,000 | +2.2% | 12,446 | -2.0% | 6.17% | -5.6% |
| MBI | Sell | MBIA | $36,124,945,000 | -1.0% | 4,982,751 | -2.5% | 6.10% | -8.6% |
| BB | Sell | BLACKBERRY | $27,944,326,000 | +16.2% | 5,714,586 | -1.8% | 4.72% | +7.4% |
| PFE | Sell | PFIZER | $24,999,673,000 | -0.6% | 764,516 | -0.8% | 4.22% | -8.2% |
| VOXX | Sell | VOXX INTERNATIONAL | $21,595,779,000 | +102.0% | 3,736,294 | -0.4% | 3.65% | +86.6% |
| PTEN | Buy | PATTERSON ENERGY | $20,233,692,000 | +185.6% | 5,831,035 | +93.4% | 3.42% | +163.8% |
| NTP | Sell | NAM TAI PPTY | $11,774,338,000 | +8.7% | 1,883,894 | -4.3% | 1.99% | +0.5% |
| RFL | Sell | RAFAEL HOLDING | $6,039,653,000 | +6.9% | 420,296 | -1.8% | 1.02% | -1.2% |
| HOLX | Sell | HOLOGIC | $4,703,583,000 | -49.7% | 82,519 | -69.0% | 0.80% | -53.5% |
| Sell | IDT CORP CL B | $4,455,352,000 | +18.5% | 682,290 | -1.7% | 0.75% | +9.4% | |
| STL | Sell | STERLING BANCORP | $4,330,599,000 | +11.2% | 369,505 | -0.9% | 0.73% | +2.8% |
| Sell | GENIE ENERGY | $3,122,825,000 | +613.9% | 424,297 | -5.4% | 0.53% | +560.0% | |
| TPHS | Sell | TRINITY PLACE HOLDINGS | $2,156,217,000 | -24.8% | 1,562,476 | -0.8% | 0.36% | -30.7% |
| NVS | Sell | NOVARTIS ADR | $1,982,443,000 | +3.6% | 22,698 | -2.2% | 0.34% | -4.3% |
| VRAY | VIEWRAY | $1,356,432,000 | -10.4% | 605,550 | 0.0% | 0.23% | -17.3% | |
| FBAK | FIRST NATL BK OF ALASKA | $1,280,280,000 | -6.9% | 6,810 | 0.0% | 0.22% | -14.3% | |
| VZ | VERIZON | $993,167,000 | +2.6% | 18,015 | 0.0% | 0.17% | -5.1% | |
| XOM | Sell | EXXON MOBILE | $810,326,000 | +11.6% | 18,120 | -5.2% | 0.14% | +3.0% |
| BRKB | BERKSHIRE HATHAWAY | $593,546,000 | -2.4% | 3,325 | 0.0% | 0.10% | -9.9% | |
| Buy | AMERICAN TEL & TEL | $518,674,000 | +8.8% | 16,496 | +0.8% | 0.09% | +1.1% | |
| BAC | BANK OF AMERICA | $422,347,000 | +11.9% | 17,783 | 0.0% | 0.07% | +2.9% | |
| SBBX | SB ONE BANC | $398,827,000 | +15.9% | 20,245 | 0.0% | 0.07% | +6.3% | |
| OCBI | ORANGE COUNTY BANCORP | $389,500,000 | -4.0% | 16,400 | 0.0% | 0.07% | -10.8% | |
| IDWM | Sell | IDW MEDIA | $376,440,000 | -22.4% | 94,110 | -2.0% | 0.06% | -28.1% |
| Sell | JP MORGAN CHASE | $365,705,000 | +3.2% | 3,888 | -1.2% | 0.06% | -4.6% | |
| CMCSA | COMCAST CL A | $338,658,000 | +13.4% | 8,688 | 0.0% | 0.06% | +3.6% | |
| HOPE | HOPE BANCORP | $294,302,000 | +12.2% | 31,920 | 0.0% | 0.05% | +4.2% | |
| CCRK | Sell | COAL CREEK MINING | $267,477,000 | +5.4% | 813 | -25.0% | 0.04% | -2.2% |
| PEP | Sell | PEPSICO | $264,520,000 | +4.9% | 2,000 | -4.8% | 0.04% | -2.2% |
| CVX | Sell | CHEVRONTEXACO | $263,050,000 | +7.5% | 2,948 | -12.7% | 0.04% | -2.2% |
| ZDGE | Sell | ZEDGE INC. | $236,178,000 | +64.2% | 159,581 | -2.3% | 0.04% | +53.8% |
| GBCI | GLACIER BANCORP | $221,092,000 | +3.8% | 6,265 | 0.0% | 0.04% | -5.1% | |
| NAVI | NAVIENT | $177,761,000 | -7.3% | 25,286 | 0.0% | 0.03% | -14.3% | |
| KEY | Sell | KEYCORP | $138,414,000 | +17.2% | 11,364 | -0.2% | 0.02% | +4.5% |
| AAPL | APPLE | $109,440,000 | +43.5% | 300 | 0.0% | 0.02% | +28.6% | |
| NYT | NY TIMES CL A | $63,045,000 | +36.9% | 1,500 | 0.0% | 0.01% | +37.5% | |
| PEYUF | PEYTO EXP & DEV | $46,004,000 | +25.5% | 35,000 | 0.0% | 0.01% | +14.3% | |
| CWEGF | CREW ENERGY | $40,040,000 | +57.0% | 182,000 | 0.0% | 0.01% | +40.0% | |
| LWAY | LIFEWAY FOODS | $22,752,000 | +18.5% | 10,000 | 0.0% | 0.00% | 0.0% | |
| VHI | Sell | VALHI | $9,054,000 | -15.2% | 864 | -91.7% | 0.00% | 0.0% |
| ALC | Exit | ALCON | $0 | – | -3,956 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-03
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.