Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2020)

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, 2020. 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 2020, the filing reported:

New Buys - None reported

Increases - Bank of America Corporation, BlackBerry Limited, BP p.l.c., Berkshire Hathaway Inc. New, Navient Corporation, and 1 more

Reductions - Apple Inc., Alcon, Bristol-Myers Squibb Company, Comcast Corporation, Chevron Corporation, and 13 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 2020	AAPL Apple Inc.	Apple Inc.	Sell	-723	-70.7%	$76.29K	300
Q1 2020	ALC Alcon	Alcon	Sell	-800	-16.8%	$201.77K	3,956
Q1 2020	BAC Bank of America Corporation	Bank of America Corporation	Buy	+20	+0.1%	$377.53K	17,783
Q1 2020	BB BlackBerry Limited	BlackBerry Limited	Buy	+7,751	+0.1%	$24.04M	5,821,886
Q1 2020	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-27,523	-2.6%	$57.20M	1,026,209
Q1 2020	BP BP p.l.c.	BP p.l.c.	Buy	+4,705	+0.3%	$39.72M	1,628,462
Q1 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+25	+0.8%	$607.91K	3,325
Q1 2020	CMCSA Comcast Corporation	Comcast Corporation	Sell	-200	-2.3%	$298.69K	8,688
Q1 2020	CVX Chevron Corporation	Chevron Corporation	Sell	-1,000	-22.9%	$244.62K	3,376
Q1 2020	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-59,408	-3.9%	$37.82M	1,466,650
Q1 2020	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-28,066	-9.5%	$9.35M	266,505
Q1 2020	MBI MBIA Inc.	MBIA Inc.	Sell	-289,788	-5.4%	$36.50M	5,112,051
Q1 2020	NAVI Navient Corporation	Navient Corporation	Buy	+11,606	+84.8%	$191.67K	25,286
Q1 2020	NVS Novartis AG	Novartis AG	Sell	-2,575	-10.0%	$1.91M	23,198
Q1 2020	NYCB NY Community Bancorp	NY Community Bancorp	Sell	-157,735	-2.9%	$48.99M	5,217,680
Q1 2020	NYT New York Times Company (The)	New York Times Company (The)	Sell	-308,674	-99.5%	$46.06K	1,500
Q1 2020	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-39,468	-4.9%	$25.14M	770,316
Q1 2020	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+424,300	+16.4%	$7.09M	3,015,139
Q1 2020	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-2,586	-0.6%	$5.65M	428,017
Q1 2020	SEB Seaboard Corporation	Seaboard Corporation	Sell	-126	-1.0%	$35.74M	12,706
Q1 2020	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-21,817	-1.4%	$2.87M	1,575,774
Q1 2020	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-95,495	-2.5%	$10.69M	3,750,720
Q1 2020	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-1,630	-8.3%	$967.95K	18,015
Q1 2020	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-1,363	-0.8%	$143.81K	163,421