Kahn Brothers Group INC — Q4 2018 13F Holdings

Name: Kahn Brothers Group INC — 13F Holdings, Q4 2018
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	MRK	Merck & Co., Inc.	Stock-Healthcare	11.02%	—	-0.90%
2	BP	Bp Plc-spons Adr	Stock-Energy	9.57%	-1.21%	-0.29%
3	C	Citigroup Inc.	Stock-Financials	8.89%	—	+1.94%
4	AGO	Assured Guaranty Ltd.	Stock-Financials	8.71%	-0.05%	EXIT
5	GSK	GSK plc ADRhedged	Stock-Healthcare	8.69%	—	+1.56%
6	NYCBEUR	New York Community Bancorp	Stock-Other	7.34%	—	+9.50%
7	MBI	Mbia INC	Stock-Other	7.29%	+0.85%	-0.43%
8	BB	Blackberry LTD	Stock-Other	5.88%	—	+0.32%
9	NYT	New York Times Co-a	Stock-Comm Services	4.94%	—	-14.84%
10	SEB	Seaboard CORP	Stock-Other	4.90%	+0.15%	-1.09%
11	PFE	Pfizer INC	Stock-Healthcare	4.21%	-0.03%	-0.54%
12	HO1	Hologic INC	Stock-Other	4.08%	—	-4.83%
13	PTEN	Patterson-uti Energy INC	Stock-Energy	3.00%	+1.37%	+17.33%
14	✓	Nam Tai Property INC F	Stock-Other	2.97%	—	-13.80%
15	VOXXGUSD	Voxx International CORP	Stock-Other	2.58%	—	-4.47%
16	STL	Sterling Bancorp/de	Stock-Other	1.78%	—	-12.34%
17	TPHS	Trinity Place Holdings INC	Stock-Other	0.74%	—	-1.31%
18	IDT	IDT Corporation	Stock-Other	0.71%	—	-0.20%
19	✓	Idw Media	Stock-Other	0.47%	—	-0.25%
20	RFL	Rafael Holdings Inc-class B	Stock-Other	0.45%	—	-0.20%
21	GNE	Genie Energy Ltd.	Stock-Other	0.43%	—	-0.56%
22	NVS	Novartis Ag-sponsored Adr	Stock-Healthcare	0.35%	+0.03%	-2.01%
23	XOM	Exxon Mobil CORP	Stock-Energy	0.24%	+0.12%	+18.54%
24	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.19%	-0.10%	—
25	ORI	Old Republic Intl CORP	Stock-Financials	0.18%	—	—
26	BAC	Bank Of America CORP	Stock-Financials	0.10%	-0.02%	-3.08%
27	CVX	Chevron CORP	Stock-Energy	0.08%	+0.02%	—
28	✓	American Tel & Telg	Stock-Other	0.07%	—	-0.24%
29	NAVI	Navient CORP	Stock-Other	0.06%	-0.05%	EXIT
30	ZDGE	Zedge Inc-cl B	Stock-Other	0.06%	-0.01%	-0.31%
31	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.01%	—	—

Holding changes this quarter

Position changes disclosed by Kahn Brothers Group INC for the quarter ending Q4 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MRK	Merck & Co., Inc.	+1.4%	-0.90%	Trim
2	NYCBEUR	New York Community Bancorp	+1.1%	+9.50%	Add
3	GSK	GSK plc ADRhedged	+1%	+1.56%	Add
4	PFE	Pfizer INC	+0.6%	-0.54%	Trim
5	AGO	Assured Guaranty Ltd.	+0.5%	-0.75%	Trim
6	SEB	Seaboard CORP	+0.5%	-1.09%	Trim
7	HO1	Hologic INC	+0.4%	-4.83%	Trim
8	IDT	IDT Corporation	+0.2%	-0.20%	Trim
9	GNE	Genie Energy Ltd.	+0.1%	-0.56%	Trim
10	✓	Nam Tai Property INC F	+0.1%	-13.80%	Trim
11	✓	Idw Media	0%	-0.25%	Trim
12	RFL	Rafael Holdings Inc-class B	0%	-0.20%	Trim
13	NVS	Novartis Ag-sponsored Adr	0%	-2.01%	Trim
14	XOM	Exxon Mobil CORP	0%	+18.54%	Add
15	ZDGE	Zedge Inc-cl B	0%	-0.31%	Trim
16	ORI	Old Republic Intl CORP	0%	—	Unchanged
17	BMY	Bristol-myers Squibb Co	—	—	Unchanged
18	CVX	Chevron CORP	—	—	Unchanged
19	CMCSA	Comcast Corp-class A	—	—	Unchanged
20	BAC	Bank Of America CORP	0%	-3.08%	Trim
21	✓	American Tel & Telg	0%	-0.24%	Trim
22	NAVI	Navient CORP	0%	—	Unchanged
23	TPHS	Trinity Place Holdings INC	-0.2%	-1.31%	Trim
24	MBI	Mbia INC	-0.2%	-0.43%	Trim
25	NYT	New York Times Co-a	-0.2%	-14.84%	Trim
26	BP	Bp Plc-spons Adr	-0.4%	-0.29%	Trim
27	VOXXGUSD	Voxx International CORP	-0.5%	-4.47%	Trim
28	STL	Sterling Bancorp/de	-0.5%	-12.34%	Trim
29	PTEN	Patterson-uti Energy INC	-0.6%	+17.33%	Add
30	C	Citigroup Inc.	-1.4%	+1.94%	Add
31	BB	Blackberry LTD	-2.1%	+0.32%	Add