$579 Billion is the total value of KAHN BROTHERS GROUP INC's 42 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 4.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | Sell | MERCK | $59,803,188,000 | -10.2% | 731,090 | -8.9% | 10.43% | -17.4% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $53,608,621,000 | -5.0% | 864,237 | -7.7% | 9.35% | -12.6% |
| C | Sell | CITIGROUP | $50,361,377,000 | +37.3% | 816,759 | -4.0% | 8.78% | +26.3% |
| AGO | Sell | ASSURED GUARANTY | $47,573,077,000 | +34.5% | 1,510,736 | -8.3% | 8.30% | +23.7% |
| GSK | Sell | GLAXOSMITHKLINE | $47,174,803,000 | -10.9% | 1,281,924 | -8.9% | 8.23% | -18.0% |
| NYCB | Sell | NEW YORK COMMUNITY | $45,511,323,000 | +14.5% | 4,313,870 | -10.3% | 7.94% | +5.3% |
| VOXX | Sell | VOXX INTERNATIONAL | $38,947,169,000 | +43.4% | 3,052,286 | -13.6% | 6.79% | +31.9% |
| BP | Sell | BP PLC | $37,466,052,000 | +8.6% | 1,825,831 | -7.6% | 6.54% | -0.0% |
| MBI | Buy | MBIA | $32,293,264,000 | +14.6% | 4,907,791 | +5.6% | 5.63% | +5.5% |
| SEB | Sell | SEABOARD CORP | $31,710,322,000 | +0.1% | 10,462 | -6.3% | 5.53% | -7.9% |
| BB | Sell | BLACKBERRY | $31,361,663,000 | +25.6% | 4,730,266 | -13.0% | 5.47% | +15.6% |
| PTEN | Sell | PATTERSON ENERGY | $30,290,173,000 | +56.7% | 5,758,588 | -15.1% | 5.28% | +44.2% |
| PFE | Sell | PFIZER | $24,836,370,000 | -2.3% | 674,718 | -2.6% | 4.33% | -10.1% |
| NTP | Sell | NAM TAI PPTY | $8,265,722,000 | -48.8% | 1,412,944 | -18.1% | 1.44% | -52.9% |
| RFL | Sell | RAFAEL HOLDING | $7,799,980,000 | +21.6% | 334,476 | -15.5% | 1.36% | +11.9% |
| STL | Sell | STERLING BANCORP | $4,951,009,000 | +56.3% | 275,362 | -8.5% | 0.86% | +44.0% |
| HOLX | Buy | HOLOGIC | $3,331,681,000 | +18.1% | 45,746 | +7.8% | 0.58% | +8.6% |
| Sell | GENIE ENERGY | $2,560,674,000 | -22.1% | 355,156 | -13.6% | 0.45% | -28.3% | |
| NVS | Sell | NOVARTIS ADR | $2,115,043,000 | +7.2% | 22,398 | -1.3% | 0.37% | -1.3% |
| VTRS | New | V IATRIS | $1,754,551,000 | – | 93,626 | +100.0% | 0.31% | – |
| TPHS | Buy | TRINITY PLACE HOLDINGS | $1,685,105,000 | -9.6% | 1,348,084 | +2.0% | 0.29% | -16.7% |
| VRAY | VIEWRAY | $1,635,170,000 | +9.1% | 428,055 | 0.0% | 0.28% | +0.4% | |
| VZ | Sell | VERIZON | $895,584,000 | -6.5% | 15,244 | -5.3% | 0.16% | -14.3% |
| FBAK | FIRST NATL BK OF ALASKA | $886,743,000 | -6.6% | 4,770 | 0.0% | 0.16% | -13.9% | |
| ZDGE | Sell | ZEDGE INC. | $788,123,000 | +257.0% | 130,484 | -13.7% | 0.14% | +226.2% |
| BRKB | BERKSHIRE HATHAWAY | $753,578,000 | +8.9% | 3,250 | 0.0% | 0.13% | 0.0% | |
| XOM | Sell | EXXON MOBILE | $666,527,000 | +7.1% | 16,170 | -10.8% | 0.12% | -1.7% |
| Sell | IDT CORP CL B | $623,171,000 | -85.8% | 504,140 | -24.5% | 0.11% | -86.9% | |
| PFS | PROVIDENT FINANCIAL | $493,397,000 | +47.2% | 27,472 | 0.0% | 0.09% | +34.4% | |
| BAC | Sell | BANK OF AMERICA | $410,610,000 | +20.0% | 13,547 | -4.6% | 0.07% | +10.8% |
| Sell | AMERICAN TEL & TEL | $374,483,000 | -13.0% | 13,021 | -13.7% | 0.06% | -20.7% | |
| HOPE | HOPE BANCORP | $338,210,000 | +43.8% | 31,000 | 0.0% | 0.06% | +31.1% | |
| CVX | CHEVRONTEXACO | $333,409,000 | +17.3% | 3,948 | 0.0% | 0.06% | +7.4% | |
| CMCSA | COMCAST CL A | $323,884,000 | +13.3% | 6,181 | 0.0% | 0.06% | +3.7% | |
| PEP | Sell | PEPSICO | $281,770,000 | +1.6% | 1,900 | -5.0% | 0.05% | -7.5% |
| IDWM | Sell | IDW MEDIA | $267,742,000 | -27.0% | 76,063 | -17.0% | 0.05% | -31.9% |
| Sell | JP MORGAN CHASE | $257,317,000 | -25.4% | 2,025 | -43.5% | 0.04% | -30.8% | |
| NAVI | NAVIENT | $228,668,000 | +16.2% | 23,286 | 0.0% | 0.04% | +8.1% | |
| DB | DEUTSCHE BANK | $109,000,000 | +29.8% | 10,000 | 0.0% | 0.02% | +18.8% | |
| PEYUF | PEYTO EXP & DEV | $80,231,000 | +23.0% | 35,000 | 0.0% | 0.01% | +16.7% | |
| CWEGF | CREW ENERGY | $80,080,000 | +69.2% | 182,000 | 0.0% | 0.01% | +55.6% | |
| LWAY | LIFEWAY FOODS | $54,100,000 | +7.6% | 10,000 | 0.0% | 0.01% | -10.0% | |
| KEY | Exit | KEYCORP | $0 | – | -10,973 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
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.