Kahn Brothers Group INC — Q2 2017 13F Holdings

Name: Kahn Brothers Group INC — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001039565

Total reported value

$564.1M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	C	Citigroup Inc.	Stock-Financials	10.47%	—	-5.25%
2	NYT	New York Times Co-a	Stock-Comm Services	9.27%	—	-7.07%
3	MRK	Merck & Co., Inc.	Stock-Healthcare	9.12%	—	-0.77%
4	BP	Bp Plc-spons Adr	Stock-Energy	7.39%	-1.21%	+1.67%
5	GSK	GSK plc ADRhedged	Stock-Healthcare	6.94%	—	+0.39%
6	BB	Blackberry LTD	Stock-Other	6.89%	—	-0.12%
7	MBI	Mbia INC	Stock-Other	6.45%	+0.85%	+1.30%
8	HO1	Hologic INC	Stock-Other	5.53%	—	-12.95%
9	SEB	Seaboard CORP	Stock-Other	5.04%	+0.15%	-0.67%
10	AGO	Assured Guaranty Ltd.	Stock-Financials	4.94%	-0.05%	EXIT
11	✓	Straight Path Communicatns Incorporated Class B	Stock-Other	4.74%	—	-18.62%
12	NYCBEUR	New York Community Bancorp	Stock-Other	3.93%	—	-3.34%
13	STL	Sterling Bancorp/de	Stock-Other	3.26%	—	-0.22%
14	PFE	Pfizer INC	Stock-Healthcare	2.96%	-0.03%	-13.48%
15	VOXXGUSD	Voxx International CORP	Stock-Other	2.89%	—	+30.89%
16	PTEN	Patterson-uti Energy INC	Stock-Energy	2.84%	+1.37%	-1.15%
17	✓	Nam Tai Property INC F	Stock-Other	2.41%	—	+3.33%
18	IDT	IDT Corporation	Stock-Other	1.17%	—	+31.54%
19	TPHS	Trinity Place Holdings INC	Stock-Other	1.14%	—	-1.24%
20	✓	Idw Media	Stock-Other	0.58%	—	-0.66%
21	GNE	Genie Energy Ltd.	Stock-Other	0.47%	—	-0.61%
22	NVS	Novartis Ag-sponsored Adr	Stock-Healthcare	0.33%	+0.03%	-6.09%
23	XOM	Exxon Mobil CORP	Stock-Energy	0.21%	+0.12%	-0.58%
24	NAVI	Navient CORP	Stock-Other	0.18%	-0.05%	EXIT
25	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.17%	-0.10%	-31.49%
26	ORI	Old Republic Intl CORP	Stock-Financials	0.14%	—	—
27	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.12%	—	-22.66%
28	BAC	Bank Of America CORP	Stock-Financials	0.10%	-0.02%	—
29	IBM	Intl Business Machines CORP	Stock-Tech	0.08%	-0.01%	-42.54%
30	CVX	Chevron CORP	Stock-Energy	0.06%	+0.02%	-6.90%
31	ZDGE	Zedge Inc-cl B	Stock-Other	0.05%	-0.01%	-0.46%
32	✓	Monsanto	Stock-Other	0.04%	—	-25.34%
33	PPI	Astoria Real Asset ETF	ETF-Other	0.03%	—	—
34	✓	American Tel & Telg	Stock-Other	0.03%	—	—

Holding changes this quarter

Position changes disclosed by Kahn Brothers Group INC for the quarter ending Q2 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Straight Path Communicatns Incorporated Class B	+3.4%	-18.62%	Trim
2	AGO	Assured Guaranty Ltd.	+2.5%	+101.67%	Add
3	VOXXGUSD	Voxx International CORP	+1.3%	+30.89%	Add
4	TPHS	Trinity Place Holdings INC	+1%	-1.24%	Trim
5	BB	Blackberry LTD	+0.9%	-0.12%	Trim
6	IDT	IDT Corporation	+0.3%	+31.54%	Add
7	✓	Nam Tai Property INC F	+0.1%	+3.33%	Add
8	NYT	New York Times Co-a	+0.1%	-7.07%	Trim
9	CMCSA	Comcast Corp-class A	0%	-22.66%	Trim
10	MBI	Mbia INC	—	+1.30%	Add
11	✓	American Tel & Telg	0%	—	Unchanged
12	BAC	Bank Of America CORP	0%	—	Unchanged
13	PPI	Astoria Real Asset ETF	0%	—	Unchanged
14	✓	Monsanto	0%	-25.34%	Trim
15	CVX	Chevron CORP	0%	-6.90%	Trim
16	ZDGE	Zedge Inc-cl B	0%	-0.46%	Trim
17	GNE	Genie Energy Ltd.	0%	-0.61%	Trim
18	NVS	Novartis Ag-sponsored Adr	0%	-6.09%	Trim
19	ORI	Old Republic Intl CORP	0%	—	Unchanged
20	XOM	Exxon Mobil CORP	0%	-0.58%	Trim
21	IBM	Intl Business Machines CORP	-0.1%	-42.54%	Trim
22	✓	Idw Media	-0.1%	-0.66%	Trim
23	BMY	Bristol-myers Squibb Co	-0.1%	-31.49%	Trim
24	NAVI	Navient CORP	-0.2%	-46.32%	Trim
25	STL	Sterling Bancorp/de	-0.5%	-0.22%	Trim
26	C	Citigroup Inc.	-0.7%	-5.25%	Trim
27	GSK	GSK plc ADRhedged	-0.7%	+0.39%	Add
28	BP	Bp Plc-spons Adr	-0.8%	+1.67%	Add
29	SEB	Seaboard CORP	-0.9%	-0.67%	Trim
30	NYCBEUR	New York Community Bancorp	-1%	-3.34%	Trim
31	PFE	Pfizer INC	-1%	-13.48%	Trim
32	PTEN	Patterson-uti Energy INC	-1.1%	-1.15%	Trim
33	MRK	Merck & Co., Inc.	-1.2%	-0.77%	Trim
34	HO1	Hologic INC	-1.2%	-12.95%	Trim
35	AEP	American Electric Power Company, Inc.	—	EXIT	Sold out