Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2019)
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, 2019. 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 2019, the filing reported:
New Buys - None reported
Increases - Bristol-Myers Squibb Company, Patterson-UTI Energy, Inc.
Reductions - Bank of America Corporation, BlackBerry Limited, BP p.l.c., Comcast Corporation, Assured Guaranty, and 11 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 2019
|
BAC
Bank of America Corporation
|
Sell |
-11,287
|
|
Q1 2019
|
BB
BlackBerry Limited
|
Sell |
-24,400
|
|
Q1 2019
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+484,400
|
|
Q1 2019
|
BP
BP p.l.c.
|
Sell |
-28,285
|
|
Q1 2019
|
CMCSA
Comcast Corporation
|
Sell |
-56
|
|
Q1 2019
|
G0585R106
Assured Guaranty
|
Sell |
-22,065
|
|
Q1 2019
|
HOLX
Hologic, Inc.
|
Sell |
-209,704
|
|
Q1 2019
|
MBI
MBIA Inc.
|
Sell |
-119,428
|
|
Q1 2019
|
NAVI
Navient Corporation
|
Sell |
-12,750
|
|
Q1 2019
|
NYCB
NY Community Bancorp
|
Sell |
-40,448
|
|
Q1 2019
|
NYT
New York Times Company (The)
|
Sell |
-557,610
|
|
Q1 2019
|
PFE
Pfizer, Inc.
|
Sell |
-820
|
|
Q1 2019
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy |
+101,332
|
|
Q1 2019
|
RFL
Rafael Holdings, Inc.
|
Sell |
-5,549
|
|
Q1 2019
|
SEB
Seaboard Corporation
|
Sell |
-364
|
|
Q1 2019
|
VOXX
VOXX International Corporation
|
Sell |
-80,905
|
|
Q1 2019
|
XOM
Exxon Mobil Corporation
|
Sell |
-248
|
|
Q1 2019
|
ZDGE
Zedge, Inc.
|
Sell |
-3,699
|