$728 Billion is the total value of KAHN BROTHERS GROUP INC's 43 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MBI | Buy | MBIA | $78,616,832,000 | +23.2% | 4,978,900 | +0.2% | 10.80% | +20.2% |
| AGO | Buy | ASSURED GUARANTY | $72,079,419,000 | +7.5% | 1,435,845 | +0.2% | 9.90% | +4.9% |
| GSK | Buy | GLAXOSMITHKLINE | $63,440,893,000 | +22.7% | 1,438,569 | +6.3% | 8.71% | +19.7% |
| PFE | Buy | PFIZER | $60,108,649,000 | +42.5% | 1,017,928 | +3.8% | 8.26% | +39.0% |
| BP | Sell | BP PLC | $59,674,874,000 | -4.3% | 2,240,889 | -1.8% | 8.20% | -6.6% |
| NYCB | Buy | NEW YORK COMMUNITY | $59,555,978,000 | -3.5% | 4,877,639 | +1.7% | 8.18% | -5.8% |
| BMY | Buy | BRISTOL MYERS SQUIBB | $57,461,947,000 | +11.1% | 921,603 | +5.5% | 7.89% | +8.5% |
| MRK | Buy | MERCK | $54,354,990,000 | +2.5% | 709,224 | +0.4% | 7.47% | -0.0% |
| C | Buy | CITIGROUP | $53,955,908,000 | -7.7% | 893,788 | +7.3% | 7.41% | -9.9% |
| PTEN | Sell | PATTERSON ENERGY | $50,331,386,000 | -6.1% | 5,956,377 | -0.0% | 6.91% | -8.4% |
| SEB | Sell | SEABOARD CORP | $39,538,981,000 | -4.3% | 10,048 | -0.3% | 5.43% | -6.6% |
| Buy | IDT CORP CL B | $20,858,932,000 | +5.4% | 472,349 | +0.1% | 2.86% | +2.8% | |
| VOXX | Buy | VOXX INTERNATIONAL | $20,574,510,000 | -8.0% | 2,023,059 | +3.6% | 2.83% | -10.3% |
| STL | Sell | STERLING BANCORP | $6,976,144,000 | +2.4% | 270,498 | -0.9% | 0.96% | -0.1% |
| VRAY | Buy | VIEWRAY | $5,070,302,000 | +24.9% | 920,200 | +63.4% | 0.70% | +21.7% |
| TPHS | Buy | TRINITY PLACE HOLDINGS | $2,711,171,000 | +2.3% | 1,473,462 | +9.0% | 0.37% | -0.3% |
| HOLX | Sell | HOLOGIC | $2,491,186,000 | -5.2% | 32,539 | -8.6% | 0.34% | -7.6% |
| OGN | Sell | ORGANON | $2,097,092,000 | -8.8% | 68,870 | -1.8% | 0.29% | -11.1% |
| NVS | Buy | NOVARTIS ADR | $1,957,403,000 | +17.3% | 22,378 | +9.7% | 0.27% | +14.5% |
| Sell | GENIE ENERGY | $1,853,751,000 | -15.6% | 332,810 | -1.1% | 0.26% | -17.5% | |
| BB | Sell | BLACKBERRY | $1,443,504,000 | -91.4% | 1,543,947 | -10.2% | 0.20% | -91.6% |
| RFL | Sell | RAFAEL HOLDING | $1,443,336,000 | -84.9% | 283,007 | -9.2% | 0.20% | -85.3% |
| VTRS | Buy | VIATRIS | $1,194,428,000 | +0.1% | 88,280 | +0.2% | 0.16% | -2.4% |
| FBAK | FIRST NATL BK OF ALASKA | $1,106,402,000 | +0.8% | 4,770 | 0.0% | 0.15% | -1.3% | |
| ZDGE | Buy | ZEDGE INC. | $1,074,022,000 | -34.3% | 123,179 | +0.7% | 0.15% | -35.7% |
| BRKB | BERKSHIRE HATHAWAY | $971,750,000 | +9.5% | 3,250 | 0.0% | 0.13% | +6.4% | |
| XOM | EXXON MOBIL | $952,361,000 | +4.0% | 15,564 | 0.0% | 0.13% | +1.6% | |
| VZ | Sell | VERIZON | $816,499,000 | -7.0% | 15,714 | -3.4% | 0.11% | -9.7% |
| PFS | PROVIDENT FINANCIAL | $665,372,000 | +3.2% | 27,472 | 0.0% | 0.09% | 0.0% | |
| Sell | JP MORGAN CHASE | $498,803,000 | -13.6% | 3,150 | -10.6% | 0.07% | -14.8% | |
| NAVI | NAVIENT | $494,129,000 | +7.6% | 23,286 | 0.0% | 0.07% | +4.6% | |
| BAC | BANK OF AMERICA | $476,399,000 | +4.8% | 10,708 | 0.0% | 0.06% | +1.6% | |
| HOPE | HOPE BANCORP | $456,010,000 | +1.9% | 31,000 | 0.0% | 0.06% | 0.0% | |
| CWEGF | CREW ENERGY | $410,306,000 | -8.3% | 182,000 | 0.0% | 0.06% | -11.1% | |
| CVX | Sell | CHEVRONTEXACO | $392,888,000 | -1.9% | 3,348 | -15.2% | 0.05% | -3.6% |
| NTP | Buy | NAM TAI PPTY | $382,411,000 | -56.4% | 37,900 | +0.4% | 0.05% | -57.3% |
| Sell | AMERICAN TEL & TEL | $358,619,000 | -10.7% | 14,578 | -1.9% | 0.05% | -14.0% | |
| PEP | PEPSICO | $330,049,000 | +15.5% | 1,900 | 0.0% | 0.04% | +12.5% | |
| CMCSA | COMCAST CL A | $271,681,000 | -10.0% | 5,398 | 0.0% | 0.04% | -14.0% | |
| PEYUF | PEYTO EXP & DEV | $261,874,000 | -3.9% | 35,000 | 0.0% | 0.04% | -5.3% | |
| IDWM | Buy | IDW MEDIA | $145,242,000 | -29.3% | 72,621 | +0.4% | 0.02% | -31.0% |
| DB | DEUTSCHE BANK | $125,000,000 | -1.6% | 10,000 | 0.0% | 0.02% | -5.6% | |
| LWAY | LIFEWAY FOODS | $46,000,000 | -17.9% | 10,000 | 0.0% | 0.01% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-25
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.