Thomas Graham, Alan, Irving Kahns – Kahn Brothers Group Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Pine Cliff Energy, Trinity Place, Comcast Corporation, Alphabet Inc., GSK plc, and 2 more
Increases – Peyto Exploration, Tourmaline Oil, Apple Inc., Bayer A.G., Citigroup, Inc., and 7 more
Reductions – Bank of America Corporation, Bristol-Myers Squibb Company, BP p.l.c., CSX Corporation, Assured Guaranty, and 12 more
Complete Exits – The Cigna Group, Capital One Financial Corporati, Garrett Motion Inc., Hologic, Inc., Lifeway Foods, Inc., and 2 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q2 2025 | 717046106 Peyto Exploration | Buy | +12,500 |
Q2 2025 | 722524105 Pine Cliff Energy | Buy - Position Entry | +530,000 |
Q2 2025 | 89156V106 Tourmaline Oil | Buy | +10,750 |
Q2 2025 | 896CNT011 Trinity Place | Buy - Position Entry | +166,999 |
Q2 2025 | AAPL Apple Inc. | Buy | +200 |
Q2 2025 | BAC Bank of America Corporation | Sell | -5,388 |
Q2 2025 | BAYRY Bayer A.G. | Buy | +155,210 |
Q2 2025 | BMY Bristol-Myers Squibb Company | Sell | -46,745 |
Q2 2025 | BP BP p.l.c. | Sell | -20,595 |
Q2 2025 | C Citigroup, Inc. | Buy | +9,885 |
Q2 2025 | CI The Cigna Group | Sell - Position Exit | -841 |
Q2 2025 | CMCSA Comcast Corporation | Buy - Position Entry | +6,380 |
Q2 2025 | COF Capital One Financial Corporati | Sell - Position Exit | -1,971 |
Q2 2025 | CSX CSX Corporation | Sell | -8,000 |
Q2 2025 | DIS Walt Disney Company (The) | Buy | +44,275 |
Q2 2025 | G0585R106 Assured Guaranty | Sell | -141,645 |
Q2 2025 | GNE Genie Energy Ltd. | Sell | -3,609 |
Q2 2025 | GOOG Alphabet Inc. | Buy - Position Entry | +71,091 |
Q2 2025 | GSK GSK plc | Buy - Position Entry | +659,872 |
Q2 2025 | GTX Garrett Motion Inc. | Sell - Position Exit | -12,318 |
Q2 2025 | HLN Haleon plc | Sell | -65,872 |
Q2 2025 | HOLX Hologic, Inc. | Sell - Position Exit | -19,757 |
Q2 2025 | IDT IDT Corporation | Buy | +31,028 |
Q2 2025 | JPM JP Morgan Chase & Co. | Buy - Position Entry | +2,775 |
Q2 2025 | LWAY Lifeway Foods, Inc. | Sell - Position Exit | -10,000 |
Q2 2025 | MRK Merck & Company, Inc. | Sell | -1,810 |
Q2 2025 | MSFT Microsoft Corporation | Buy | +66 |
Q2 2025 | NVS Novartis AG | Sell | -3,438 |
Q2 2025 | NYCB NY Community Bancorp | Buy | +104,179 |
Q2 2025 | OBT Orange County Bancorp, Inc. | Buy - Position Entry | +8,000 |