StocksFundsScreenerSectorsWatchlists

Latest KAHN BROTHERS GROUP INC /DE/ Stock Portfolio

$634Million

Equity Portfolio Value
Last Reported on: 13 Feb, 2024

About KAHN BROTHERS GROUP INC /DE/ and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, KAHN BROTHERS GROUP INC reported an equity portfolio of $634.8 Millions as of 31 Dec, 2023.

The top stock holdings of KAHN BROTHERS GROUP INC are AGO, MRK, NYCB. The fund has invested 11.6% of it's portfolio in ASSURED GUARANTY and 10.7% of portfolio in MERCK.

The fund managers got completely rid off SEI INVESTMENTS stocks. They significantly reduced their stock positions in VIEWRAY (VRAY), HALEON (HLN) and ORGANON (OGN). KAHN BROTHERS GROUP INC opened new stock positions in BAYER AG SPONS ADR. The fund showed a lot of confidence in some stocks as they added substantially to AT&T (T), BANK OF AMERICA (BAC) and VERIZON (VZ).

New Buys

Ticker$ Bought
BAYER AG SPONS ADR6,576,000

New stocks bought by KAHN BROTHERS GROUP INC /DE/

Additions

Ticker% Inc.
AT&T152
BANK OF AMERICA7.65
VERIZON4.84
TRINITY PLACE HOLDINGS2.77
COMCAST CL A2.2
MBIA0.42

Additions to existing portfolio by KAHN BROTHERS GROUP INC /DE/

Reductions

Ticker% Reduced
VIEWRAY-82.25
HALEON-37.46
ORGANON-31.23
CHEVRONTEXACO-24.63
VIATRIS-24.11
NOVARTIS ADR-16.29
BLACKBERRY-8.93
SEABOARD CORP-5.39

KAHN BROTHERS GROUP INC /DE/ reduced stake in above stock

Sold off

Ticker$ Sold
SEI INVESTMENTS-398,000

KAHN BROTHERS GROUP INC /DE/ got rid off the above stocks

Current Stock Holdings of KAHN BROTHERS GROUP INC /DE/

Last Reported on: 13 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AGOASSURED GUARANTY11.64987,37273,885,200REDUCED-3.4
BACBANK OF AMERICA0.2240,9851,379,710ADDED7.65
BBBLACKBERRY0.701,256,8204,449,830REDUCED-8.93
BMYBRISTOL MYERS SQUIBB6.74833,91642,788,300REDUCED-2.09
BPBP PLC9.561,713,85060,670,600REDUCED-3.37
CCITIGROUP9.801,209,37062,210,000REDUCED-0.52
CMCSACOMCAST CL A0.046,410280,722ADDED2.2
CSXCSX0.2850,3201,745,000REDUCED-0.21
CVXCHEVRONTEXACO0.062,448365,000REDUCED-24.63
GNEGENIE ENERGY1.31295,8408,321,510REDUCED-0.56
GSKGSK PLC7.351,259,48046,676,500REDUCED-1.78
HLNHALEON0.84645,6755,313,530REDUCED-37.46
HOLXHOLOGIC0.3228,4912,036,000UNCHANGED0.00
IDTIDT CORP CL B1.87347,09211,844,200REDUCED-0.56
LWAYLIFEWAY FOODS0.0210,000134,000UNCHANGED0.00
MBIMBIA4.664,829,61029,556,800ADDED0.42
MRKMERCK10.73624,54168,087,700REDUCED-2.23
NAVINAVIENT0.0723,286433,585UNCHANGED0.00
NVSNOVARTIS ADR0.2918,0631,824,160REDUCED-16.29
NYCBNEW YORK COMMUNITY9.936,160,01063,017,100REDUCED-2.13
OGNORGANON0.0835,310509,168REDUCED-31.23
PEPPEPSICO0.051,900323,000UNCHANGED0.00
PFEPFIZER4.651,025,68029,529,600REDUCED-2.85
PGPROCTOR & GAMBLE0.052,000292,962UNCHANGED0.00
PTENPATTERSON ENERGY5.963,500,00037,800,400REDUCED-3.84
RFLRAFAEL HOLDING0.08272,066497,848REDUCED-0.42
SEBSEABOARD CORP5.048,96331,999,200REDUCED-5.39
TAT&T0.0416,737281,058ADDED152
TPHSTRINITY PLACE HOLDINGS0.031,522,020169,184ADDED2.77
VOXXVOXX INTERNATIONAL4.842,877,56030,732,100REDUCED-0.52
VRAYVIEWRAY0.00363,2440.00REDUCED-82.25
VTRSVIATRIS0.0952,356567,185REDUCED-24.11
VZVERIZON0.0813,397504,751ADDED4.84
WBSWEBSTER FINL0.81101,0735,130,080REDUCED-5.02
XOMEXXON MOBIL0.2415,2231,522,000REDUCED-1.39
ZDGEZEDGE INC.0.04115,977272,978REDUCED-0.39
BAYER AG SPONS ADR1.04712,5006,576,000NEW
JP MORGAN CHASE0.165,774982,000REDUCED-0.02
FIRST NATL BK OF ALASKA0.154,770949,000UNCHANGED0.00
CREW ENERGY0.08145,780502,000UNCHANGED0.00
NAM TAI PROPERTY INC F0.0685,530406,000REDUCED-0.42
PEYTO EXP & DEV0.0317,807163,000UNCHANGED0.00
IDW MEDIA0.0066,13229,534REDUCED-1.81
SEI INVESTMENTS0.000.000.00SOLD OFF-100