Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2018)

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, 2018. 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 2018, the filing reported:

New Buys - Rafael Holdings, Inc.

Increases - Bristol-Myers Squibb Company, Chevron Corporation, Assured Guaranty, MBIA Inc., NY Community Bancorp

Reductions - Bank of America Corporation, BlackBerry Limited, BP p.l.c., Comcast Corporation, Hologic, Inc., and 9 more

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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	BAC Bank of America Corporation	Bank of America Corporation	Sell	-1,496	-5.4%	$783.55K	26,127
Q1 2018	BB BlackBerry Limited	BlackBerry Limited	Sell	-85,400	-1.9%	$51.33M	4,463,510
Q1 2018	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+700	+3.7%	$1.25M	19,750
Q1 2018	BP BP p.l.c.	BP p.l.c.	Sell	-1,450	-0.1%	$56.98M	1,405,605
Q1 2018	CMCSA Comcast Corporation	Comcast Corporation	Sell	-680	-7.1%	$304.93K	8,924
Q1 2018	CVX Chevron Corporation	Chevron Corporation	Buy	+1,000	+24.7%	$575.67K	5,048
Q1 2018	G0585R106 Assured Guaranty	Assured Guaranty	Buy	+177,543	+16.7%	$44.89M	1,240,092
Q1 2018	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-33,670	-4.9%	$24.58M	657,997
Q1 2018	MBI MBIA Inc.	MBIA Inc.	Buy	+35,932	+0.8%	$42.84M	4,625,960
Q1 2018	NAVI Navient Corporation	Navient Corporation	Sell	-14,166	-26.6%	$513.65K	39,150
Q1 2018	NVS Novartis AG	Novartis AG	Sell	-4,600	-17.3%	$1.78M	22,010
Q1 2018	NYCB NY Community Bancorp	NY Community Bancorp	Buy	+303,207	+16.0%	$28.71M	2,203,594
Q1 2018	NYT New York Times Company (The)	New York Times Company (The)	Sell	-650,084	-22.4%	$54.40M	2,257,362
Q1 2018	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-4,662	-0.8%	$19.52M	549,944
Q1 2018	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-26,400	-1.9%	$23.91M	1,365,612
Q1 2018	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Buy - Position Entry	+320,326	-	$1.55M	320,326
Q1 2018	SEB Seaboard Corporation	Seaboard Corporation	Sell	-50	-0.6%	$33.22M	7,789
Q1 2018	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-19,500	-0.5%	$18.11M	3,658,725
Q1 2018	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-100	-0.6%	$1.26M	16,934
Q1 2018	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-543	-0.4%	$442.44K	138,264