Kahn Brothers Group

History Stock Activity Share change % change to portfolio
Q4  2019
KEY - KeyCorp Reduce 7.75% 957 0.00
NYT - New York Times CL A Reduce 8.99% 30,652 0.12
VZ - Verizon Communications Reduce 9.72% 2,114 0.02
CCRK - Coal Creek Company Reduce 17.29% 170 0.01
STL - Sterling Bancorp Reduce 19.10% 89,394 0.23
MRK - Merck & Co. Reduce 48.68% 984,546 10.86
GBCI - Glacier Bancorp Reduce 57.00% 8,306 0.04
ED - Consolidated Edison Sell 100.00% 1,674 0.02
Q3  2019
VRAYQ - ViewRay Inc. Add 202.04% 227,300 0.08
VZ - Verizon Communications Add 160.21% 13,397 0.10
PTEN - Patterson-UTI Energy Inc. Add 37.26% 733,883 0.79
BAC - Bank of America Corp. Add 24.95% 3,547 0.01
T - AT&T Inc. Add 22.06% 3,325 0.02
CMCSA - Comcast Corp. Add 14.11% 848 0.00
BMY - Bristol-Myers Squibb Add 5.35% 54,480 0.35
BRK.B - Berkshire Hathaway CL B Add 3.13% 100 0.00
VOXX - VOXX International Corp. Add 2.53% 100,542 0.06
BB - BlackBerry Ltd. Add 1.75% 97,191 0.06
NYCB - New York Community Bancorp Add 1.39% 75,806 0.12
GNE - Genie Energy Ltd. Add 1.19% 5,472 0.01
ZDGE - Zedge Inc. Add 1.02% 1,712 0.00
GSK - GSK plc Add 0.97% 15,585 0.08
XOM - Exxon Mobil Corp. Add 0.77% 146 0.00
PFE - Pfizer Inc. Add 0.72% 5,771 0.03
RFL - Rafael Holdings Inc. Add 0.63% 2,739 0.01
AGO - Assured Guaranty Ltd. Add 0.53% 8,324 0.05
IDWM - IDW Media Holdings Add 0.36% 351 0.00
BP - BP plc Add 0.09% 1,470 0.01
PEP - PepsiCo Inc. Buy 2,100 0.04
KEY - KeyCorp Buy 12,349 0.03
AAPL - Apple Inc. Buy 2,000 0.01
PEYUF - Peyto Exploration & Development Corp. Buy 35,000 0.01
SEB - Seaboard Corp. Reduce 0.22% 29 0.02
TPHS - Trinity Place Holdings Reduce 0.35% 5,665 0.00
MBI - MBIA Inc. Reduce 0.45% 25,165 0.03
NTPIF - Nam Tai Property Inc. Reduce 1.57% 35,100 0.04
C - Citigroup Inc. Reduce 3.81% 42,029 0.36
CVX - Chevron Corp. Reduce 4.37% 200 0.00
ALC - Alcon Inc. Reduce 5.34% 275 0.00
HOLX - Hologic Inc. Reduce 8.79% 29,865 0.19
STL - Sterling Bancorp Reduce 10.42% 54,472 0.14
IDT - IDT Corp. CL B Reduce 18.95% 165,133 0.22
GBCI - Glacier Bancorp Reduce 21.07% 3,889 0.02
NYT - New York Times CL A Reduce 27.83% 131,446 0.47
NAVI - Navient Corp. Reduce 49.72% 12,656 0.04
MRK - Merck & Co. Reduce 81.05% 8,648,511 48.32
Q2  2019
CWEGF - Crew Energy Inc. Add 2426.67% 182,000 0.02
MRK - Merck & Co. Add 1183.53% 9,839,726 10.32
CMCSA - Comcast Corp. Add 261.18% 4,346 0.02
BMY - Bristol-Myers Squibb Add 101.90% 513,930 2.91
SEB - Seaboard Corp. Add 80.89% 5,925 3.06
TPHS - Trinity Place Holdings Add 69.36% 660,135 0.33
PFE - Pfizer Inc. Add 51.06% 272,427 1.48
RFL - Rafael Holdings Inc. Add 38.42% 119,886 0.43
IDT - IDT Corp. CL B Add 38.06% 240,195 0.23
IDWM - IDW Media Holdings Add 33.31% 24,227 0.05
NYCB - New York Community Bancorp Add 27.55% 1,180,860 1.47
MBI - MBIA Inc. Add 27.25% 1,202,254 1.40
ZDGE - Zedge Inc. Add 26.81% 35,593 0.01
AGO - Assured Guaranty Ltd. Add 26.38% 326,930 1.72
GSK - GSK plc Add 25.73% 328,464 1.64
BP - BP plc Add 22.11% 303,107 1.58
BB - BlackBerry Ltd. Add 21.96% 1,001,865 0.93
C - Citigroup Inc. Add 19.84% 182,664 1.60
T - AT&T Inc. Add 19.73% 2,483 0.01
NTPIF - Nam Tai Property Inc. Add 18.98% 356,176 0.43
BAC - Bank of America Corp. Add 17.51% 2,118 0.01
GNE - Genie Energy Ltd. Add 17.37% 67,958 0.09
STL - Sterling Bancorp Add 15.48% 70,045 0.19
PTEN - Patterson-UTI Energy Inc. Add 15.23% 260,381 0.37
NVS - Novartis AG Add 13.32% 3,029 0.03
VOXX - VOXX International Corp. Add 12.15% 429,789 0.22
CVX - Chevron Corp. Add 10.32% 428 0.01
FBAK - First National Bank Alaska Buy 6,810 0.21
VRAYQ - ViewRay Inc. Buy 112,500 0.12
BRK.B - Berkshire Hathaway CL B Buy 3,200 0.09
GBCI - Glacier Bancorp Buy 18,460 0.09
HOPE - Hope Bancorp Inc. Buy 31,920 0.06
SBBX - SB One Bancorp Buy 20,245 0.06
VZ - Verizon Communications Buy 8,362 0.06
OCBI - Orange County Bancorp Inc. Buy 16,400 0.05
ALC - Alcon Inc. Buy 5,151 0.04
CCRK - Coal Creek Company Buy 983 0.04
ED - Consolidated Edison Buy 1,674 0.02
LWAY - Lifeway Foods Inc. Buy 10,000 0.00
VHI - Valhi Inc. Buy 864 0.00
HOLX - Hologic Inc. Reduce 0.22% 742 0.00
XOM - Exxon Mobil Corp. Reduce 3.07% 600 0.01
NYT - New York Times CL A Reduce 29.77% 200,240 0.82
ORI - Old Republic International Sell 100.00% 48,900 0.16
Q1  2019
BMY - Bristol-Myers Squibb Add 2428.07% 484,400 3.61
PTEN - Patterson-UTI Energy Inc. Add 6.30% 101,332 0.22
GSK - GSK plc Add 1.24% 15,610 0.10
CWEGF - Crew Energy Inc. Buy 7,500 0.00
PFE - Pfizer Inc. Reduce 0.15% 820 0.01
T - AT&T Inc. Reduce 0.40% 50 0.00
BB - BlackBerry Ltd. Reduce 0.53% 24,400 0.04
GNE - Genie Energy Ltd. Reduce 0.60% 2,371 0.00
IDT - IDT Corp. CL B Reduce 0.65% 4,099 0.00
NYCB - New York Community Bancorp Reduce 0.93% 40,448 0.07