$646 Billion is the total value of KAHN BROTHERS GROUP INC's 42 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGO | Sell | ASSURED GUARANTY | $61,920,244,000 | +30.2% | 1,464,528 | -3.1% | 9.58% | +15.5% |
| C | Buy | CITIGROUP | $60,446,751,000 | +20.0% | 830,883 | +1.7% | 9.36% | +6.5% |
| NYCB | Buy | NEW YORK COMMUNITY | $56,768,767,000 | +24.7% | 4,498,318 | +4.3% | 8.79% | +10.7% |
| MRK | Sell | MERCK | $54,493,865,000 | -8.9% | 706,886 | -3.3% | 8.44% | -19.1% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $53,429,191,000 | -0.3% | 846,336 | -2.1% | 8.27% | -11.6% |
| MBI | Sell | MBIA | $47,087,649,000 | +45.8% | 4,894,766 | -0.3% | 7.29% | +29.4% |
| BP | Buy | BP PLC | $46,576,680,000 | +24.3% | 1,912,800 | +4.8% | 7.21% | +10.3% |
| GSK | Sell | GLAXOSMITHKLINE | $45,175,331,000 | -4.2% | 1,265,770 | -1.3% | 6.99% | -15.0% |
| PTEN | Sell | PATTERSON ENERGY | $40,143,071,000 | +32.5% | 5,630,164 | -2.2% | 6.21% | +17.6% |
| SEB | Sell | SEABOARD CORP | $37,881,437,000 | +19.5% | 10,266 | -1.9% | 5.86% | +6.0% |
| VOXX | Sell | VOXX INTERNATIONAL | $26,574,653,000 | -31.8% | 1,394,263 | -54.3% | 4.11% | -39.5% |
| PFE | Sell | PFIZER | $23,994,658,000 | -3.4% | 662,287 | -1.8% | 3.71% | -14.3% |
| BB | Sell | BLACKBERRY | $22,502,122,000 | -28.2% | 2,669,291 | -43.6% | 3.48% | -36.3% |
| NTP | Sell | NAM TAI PPTY | $16,221,891,000 | +96.3% | 1,315,644 | -6.9% | 2.51% | +74.1% |
| RFL | RAFAEL HOLDING | $12,590,529,000 | +61.4% | 334,476 | 0.0% | 1.95% | +43.2% | |
| Sell | IDT CORP CL B | $11,035,646,000 | +1670.9% | 487,010 | -3.4% | 1.71% | +1467.0% | |
| STL | Sell | STERLING BANCORP | $6,249,516,000 | +26.2% | 271,482 | -1.4% | 0.97% | +11.9% |
| HOLX | Sell | HOLOGIC | $3,304,629,000 | -0.8% | 44,429 | -2.9% | 0.51% | -12.0% |
| TPHS | Buy | TRINITY PLACE HOLDINGS | $2,816,186,000 | +67.1% | 1,360,629 | +0.9% | 0.44% | +48.3% |
| Sell | GENIE ENERGY | $2,164,641,000 | -15.5% | 341,426 | -3.9% | 0.34% | -25.1% | |
| ZDGE | Sell | ZEDGE INC. | $1,809,826,000 | +129.6% | 124,779 | -4.4% | 0.28% | +104.4% |
| VRAY | Sell | VIEWRAY | $1,751,114,000 | +7.1% | 402,555 | -6.0% | 0.27% | -4.9% |
| NVS | Sell | NOVARTIS ADR | $1,743,621,000 | -17.6% | 20,398 | -8.9% | 0.27% | -26.8% |
| VTRS | Sell | V IATRIS | $1,286,540,000 | -26.7% | 92,093 | -1.6% | 0.20% | -35.0% |
| FBAK | FIRST NATL BK OF ALASKA | $1,048,494,000 | +18.2% | 4,770 | 0.0% | 0.16% | +4.5% | |
| XOM | EXXON MOBIL | $902,771,000 | +35.4% | 16,170 | 0.0% | 0.14% | +20.7% | |
| VZ | VERIZON | $886,439,000 | -1.0% | 15,244 | 0.0% | 0.14% | -12.2% | |
| BRKB | BERKSHIRE HATHAWAY | $830,278,000 | +10.2% | 3,250 | 0.0% | 0.13% | -1.5% | |
| PFS | PROVIDENT FINANCIAL | $612,076,000 | +24.1% | 27,472 | 0.0% | 0.10% | +10.5% | |
| BAC | BANK OF AMERICA | $524,133,000 | +27.6% | 13,547 | 0.0% | 0.08% | +12.5% | |
| HOPE | HOPE BANCORP | $466,860,000 | +38.0% | 31,000 | 0.0% | 0.07% | +22.0% | |
| CVX | CHEVRONTEXACO | $413,711,000 | +24.1% | 3,948 | 0.0% | 0.06% | +10.3% | |
| Sell | AMERICAN TEL & TEL | $391,118,000 | +4.4% | 12,921 | -0.8% | 0.06% | -6.2% | |
| CMCSA | COMCAST CL A | $334,454,000 | +3.3% | 6,181 | 0.0% | 0.05% | -7.1% | |
| NAVI | NAVIENT | $333,223,000 | +45.7% | 23,286 | 0.0% | 0.05% | +30.0% | |
| JP MORGAN CHASE | $308,226,000 | +19.8% | 2,025 | 0.0% | 0.05% | +6.7% | ||
| IDWM | Sell | IDW MEDIA | $291,916,000 | +9.0% | 72,978 | -4.1% | 0.04% | -4.3% |
| PEP | PEPSICO | $268,755,000 | -4.6% | 1,900 | 0.0% | 0.04% | -14.3% | |
| CWEGF | CREW ENERGY | $169,260,000 | +111.4% | 182,000 | 0.0% | 0.03% | +85.7% | |
| PEYUF | PEYTO EXP & DEV | $148,442,000 | +85.0% | 35,000 | 0.0% | 0.02% | +64.3% | |
| DB | DEUTSCHE BANK | $120,000,000 | +10.1% | 10,000 | 0.0% | 0.02% | 0.0% | |
| LWAY | LIFEWAY FOODS | $54,000,000 | -0.2% | 10,000 | 0.0% | 0.01% | -11.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-07
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.