Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2018)
As of Mar 31, 2018, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 08, 2026. 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.
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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2018
|
BAC
Bank of America Corporation
|
Sell |
-1,496
|
|
Q1 2018
|
BB
BlackBerry Limited
|
Sell |
-85,400
|
|
Q1 2018
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+700
|
|
Q1 2018
|
BP
BP p.l.c.
|
Sell |
-1,450
|
|
Q1 2018
|
CMCSA
Comcast Corporation
|
Sell |
-680
|
|
Q1 2018
|
CVX
Chevron Corporation
|
Buy |
+1,000
|
|
Q1 2018
|
G0585R106
Assured Guaranty
|
Buy |
+177,543
|
|
Q1 2018
|
HOLX
Hologic, Inc.
|
Sell |
-33,670
|
|
Q1 2018
|
MBI
MBIA Inc.
|
Buy |
+35,932
|
|
Q1 2018
|
NAVI
Navient Corporation
|
Sell |
-14,166
|
|
Q1 2018
|
NVS
Novartis AG
|
Sell |
-4,600
|
|
Q1 2018
|
Buy |
+303,207
|
|
|
Q1 2018
|
NYT
New York Times Company (The)
|
Sell |
-650,084
|
|
Q1 2018
|
PFE
Pfizer, Inc.
|
Sell |
-4,662
|
|
Q1 2018
|
PTEN
Patterson-UTI Energy, Inc.
|
Sell |
-26,400
|
|
Q1 2018
|
RFL
Rafael Holdings, Inc.
|
Buy - Position Entry |
+320,326
|
|
Q1 2018
|
SEB
Seaboard Corporation
|
Sell |
-50
|
|
Q1 2018
|
VOXX
VOXX International Corporation
|
Sell |
-19,500
|
|
Q1 2018
|
XOM
Exxon Mobil Corporation
|
Sell |
-100
|
|
Q1 2018
|
ZDGE
Zedge, Inc.
|
Sell |
-543
|