Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2014)
According to the SEC 13F filed on Aug 14, 2026, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2014. 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 Q1 2014, the filing reported:
New Buys - None reported
Increases - BlackBerry Limited, Bristol-Myers Squibb Company, Comcast Corporation, Hologic, Inc., MBIA Inc., and 9 more
Reductions - Chevron Corporation, Flushing Financial Corporation, KeyCorp, Patterson-UTI Energy, Inc.
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q1 2014
|
BB
BlackBerry Limited
|
Buy |
+250,000
|
|
Q1 2014
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+2,000
|
|
Q1 2014
|
CMCSA
Comcast Corporation
|
Buy |
+150
|
|
Q1 2014
|
CVX
Chevron Corporation
|
Sell |
-300
|
|
Q1 2014
|
FFIC
Flushing Financial Corporation
|
Sell |
-1,000
|
|
Q1 2014
|
HOLX
Hologic, Inc.
|
Buy |
+207,409
|
|
Q1 2014
|
KEY
KeyCorp
|
Sell |
-3,430
|
|
Q1 2014
|
MBI
MBIA Inc.
|
Buy |
+406,009
|
|
Q1 2014
|
NVS
Novartis AG
|
Buy |
+700
|
|
Q1 2014
|
Buy |
+508,895
|
|
|
Q1 2014
|
NYT
New York Times Company (The)
|
Buy |
+507,303
|
|
Q1 2014
|
ORI
Old Republic International Corp
|
Buy |
+267,731
|
|
Q1 2014
|
PFE
Pfizer, Inc.
|
Buy |
+213,060
|
|
Q1 2014
|
PTEN
Patterson-UTI Energy, Inc.
|
Sell |
-89,688
|
|
Q1 2014
|
SEB
Seaboard Corporation
|
Buy |
+2,527
|
|
Q1 2014
|
TPHS
Trinity Place Holdings Inc.
|
Buy |
+181,550
|
|
Q1 2014
|
VOXX
VOXX International Corporation
|
Buy |
+403,952
|
|
Q1 2014
|
XOM
Exxon Mobil Corporation
|
Buy |
+278
|