What Kahn Brothers Bought in Q3 2023
Kahn Brothers Group · Quarterly 13F recap as filed with the SEC.
Period: 2023-09-30 · Filed · Historical
$640.9M
Total Value
43
Holdings
0
New Buys
0
Reduced
In Q3 2023, Kahn Brothers reported 43 long equity positions worth $640.9M in their Kahn Brothers Group 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | NYCB | NEW YORK COMMUNITY | 6293899 | $71.4M | 11.14% | — |
| 2 | BP | BP PLC | 1773634 | $68.7M | 10.71% | — |
| 3 | MRK | MERCK | 638793 | $65.8M | 10.26% | — |
| 4 | AGO | ASSURED GUARANTY | 1022139 | $61.9M | 9.65% | — |
| 5 | PTEN | PATTERSON ENERGY | 3639719 | $50.4M | 7.86% | — |
| 6 | C | CITIGROUP | 1215684 | $50.0M | 7.80% | — |
| 7 | BMY | Bristol-Myers Squibb | 851699 | $49.5M | 7.72% | — |
| 8 | GSK | GSK plc | 1282289 | $46.5M | 7.25% | — |
| 9 | SEB | SEABOARD CORP | 9474 | $35.6M | 5.55% | — |
| 10 | PFE | PFIZER | 1055759 | $35.0M | 5.46% | — |
| 11 | MBI | MBIA | 4809384 | $34.7M | 5.41% | — |
| 12 | VOXX | VOXX INTERNATIONAL | 2892612 | $23.1M | 3.60% | — |
| 13 | HLNCF | HALEON | 1032464 | $8.6M | 1.34% | — |
| 14 | IDT | IDT CORP CL B | 349063 | $7.7M | 1.20% | — |
| 15 | BB | BLACKBERRY | 1380056 | $6.5M | 1.01% | — |
| 16 | GNE | GENIE ENERGY | 297512 | $4.4M | 0.68% | — |
| 17 | WBS-PG | WEBSTER FINL | 106412 | $4.3M | 0.67% | — |
| 18 | NVS | NOVARTIS ADR | 21578 | $2.2M | 0.34% | — |
| 19 | HOLX | HOLOGIC | 28491 | $2.0M | 0.31% | — |
| 20 | XOM | EXXON MOBIL | 15437 | $1.8M | 0.28% | — |
| 21 | CSX | CSX | 50428 | $1.6M | 0.24% | — |
| 22 | BAC | BANK OF AMERICA | 38073 | $1.0M | 0.16% | — |
| 23 | FBAK | FIRST NATL BK OF ALASKA | 4770 | $897K | 0.14% | — |
| 24 | OGN | ORGANON | 51346 | $892K | 0.14% | — |
| 25 | JPM | JP MORGAN CHASE | 5775 | $837K | 0.13% | — |
| 26 | VTRS | VIATRIS | 68988 | $709K | 0.11% | — |
| 27 | CREUR | CREW ENERGY | 145780 | $629K | 0.10% | — |
| 28 | CVX | CHEVRONTEXACO | 3248 | $548K | 0.09% | — |
| 29 | TPHS | TRINITY PLACE HOLDINGS | 1480940 | $540K | 0.08% | — |
| 30 | RFL | RAFAEL HOLDING | 273210 | $519K | 0.08% | — |
| 31 | VZ | VERIZON | 12779 | $414K | 0.06% | — |
| 32 | NTPIF | NAM TAI PROPERTY INC F | 85890 | $408K | 0.06% | — |
| 33 | JSM | NAVIENT | 23286 | $401K | 0.06% | — |
| 34 | STAYX | SEI INVESTMENTS | 6600 | $398K | 0.06% | — |
| 35 | PEP | PEPSICO | 1900 | $322K | 0.05% | — |
| 36 | PG | PROCTOR & GAMBLE | 2000 | $292K | 0.05% | — |
| 37 | ZDGE | ZEDGE INC. | 116434 | $255K | 0.04% | — |
| 38 | PEYUF | PEYTO EXP & DEV | 17807 | $180K | 0.03% | — |
| 39 | LWAY | LIFEWAY FOODS | 10000 | $103K | 0.02% | — |
| 40 | T | AT&T | 6635 | $100K | 0.02% | — |
| 41 | CMCSA | Comcast Corporation | 6272 | $65K | 0.01% | — |
| 42 | IDWM | IDW MEDIA | 67352 | $41K | 0.01% | — |
| 43 | VRAYQ | VIEWRAY | 2046547 | $17K | 0.00% | — |