Kahn Brothers Group — MBI Trade History
Quarter-by-quarter changes in the M B I A Inc position · CUSIP 55262C100
Currently held · 1 YearFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-17 | Add | 4,213,920 | 2,157,486 | +104.9% | $27.5M | 4.34% |
| 2026 Q1 | 2026-05-08 | Add | 2,056,434 | 1,027,650 | +99.9% | $12.2M | 2.15% |
| 2025 Q4 | 2026-02-12 | Reduce | 1,028,784 | -1,010 | -0.1% | $7.4M | 1.30% |
| 2025 Q3 | 2025-11-12 | New | 1,029,794 | 1,029,794 | — | $7.7M | 1.44% |
| 2025 Q2 | 2025-08-14 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-15 | Sold out | — | -10,600 | -100.0% | — | — |
| 2024 Q4 | 2025-02-14 | New | 10,600 | 10,600 | — | $68.5K | 0.01% |
| 2024 Q3 | 2024-11-13 | Sold out | — | -5,570,263 | -100.0% | — | — |
| 2024 Q2 | 2024-08-14 | Add | 5,570,263 | 393,650 | +7.6% | $30.6M | 5.14% |
| 2024 Q1 | 2024-05-15 | Add | 5,176,613 | 347,007 | +7.2% | $35.0M | 5.19% |
| 2023 Q4 | 2024-02-13 | Add | 4,829,606 | 20,222 | +0.4% | $29.6M | 4.66% |
| 2023 Q3 | 2023-11-13 | Reduce | 4,809,384 | -29,111 | -0.6% | $34.7M | 5.41% |
| 2023 Q2 | 2023-08-09 | Add | 4,838,495 | 103,933 | +2.2% | $41.8M | 6.13% |
| 2023 Q1 | 2023-05-12 | Reduce | 4,734,562 | -82,720 | -1.7% | $43.8M | 6.31% |
| 2022 Q4 | 2023-02-15 | Add | 4,817,282 | 6,808 | +0.1% | $61.9M | 8.15% |
| 2022 Q3 | 2022-11-15 | Reduce | 4,810,474 | -25,930 | -0.5% | $44.26B | 6.90% |
| 2022 Q2 | 2022-08-10 | Add | 4,836,404 | 7,159 | +0.1% | $59.73B | 8.04% |
| 2022 Q1 | 2022-05-02 | Reduce | 4,829,245 | -149,655 | -3.0% | $74.32B | 9.44% |
| 2021 Q4 | 2022-01-25 | Add | 4,978,900 | 11,067 | +0.2% | $78.62B | 10.80% |
| 2021 Q3 | 2021-11-01 | Reduce | 4,967,833 | -75,496 | -1.5% | $63.84B | 8.99% |
| 2021 Q2 | 2021-08-04 | Add | 5,043,329 | 148,563 | +3.0% | $55.48B | 7.94% |
| 2021 Q1 | 2021-05-07 | Reduce | 4,894,766 | -13,025 | -0.3% | $47.09B | 7.29% |
| 2020 Q4 | 2021-02-11 | Add | 4,907,791 | 259,517 | +5.6% | $32.29B | 5.63% |
| 2020 Q3 | 2020-11-06 | Reduce | 4,648,274 | -334,477 | -6.7% | $28.17B | 5.34% |
| 2020 Q2 | 2020-08-03 | Reduce | 4,982,751 | -129,300 | -2.5% | $36.12B | 6.10% |
| 2020 Q1 | 2020-05-11 | Reduce | 5,112,051 | -289,788 | -5.4% | $36.50B | 6.68% |
| 2019 Q4 | 2020-01-27 | Reduce | 5,401,839 | -187,732 | -3.4% | $50.24B | 6.09% |
| 2019 Q3 | 2019-11-05 | Reduce | 5,589,571 | -25,165 | -0.4% | $51.59B | 6.47% |
| 2019 Q2 | 2019-08-05 | Add | 5,614,736 | 1,202,254 | +27.2% | $52.27B | 6.54% |
| 2019 Q1 | 2019-05-06 | Reduce | 4,412,482 | -119,428 | -2.6% | $42.01B | 6.56% |
| 2018 Q4 | 2019-01-29 | Reduce | 4,531,910 | -19,700 | -0.4% | $40.42B | 7.29% |
| 2018 Q3 | 2018-10-30 | Reduce | 4,551,610 | -62,450 | -1.4% | $48.66B | 7.47% |
| 2018 Q2 | 2018-08-06 | Reduce | 4,614,060 | -11,900 | -0.3% | $41.71B | 6.64% |
| 2018 Q1 | 2018-05-01 | Add | 4,625,960 | 35,932 | +0.8% | $42.84B | 6.82% |
| 2017 Q4 | 2018-01-25 | Add | 4,590,028 | 253,534 | +5.8% | $33.60B | 5.28% |
| 2017 Q3 | 2017-11-07 | Reduce | 4,336,494 | -147,104 | -3.3% | $37.73B | 5.76% |
| 2017 Q2 | 2017-08-08 | Add | 4,483,598 | 57,400 | +1.3% | $42.28B | 6.45% |
| 2017 Q1 | 2017-05-08 | Add | 4,426,198 | 58,034 | +1.3% | $37.49B | 6.45% |
| 2016 Q4 | 2017-01-31 | Add | 4,368,164 | 23,000 | +0.5% | $46.74B | 7.89% |
| 2016 Q3 | 2016-11-01 | New | 4,345,164 | 4,345,164 | — | $33.85B | 6.13% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.