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

As of Mar 31, 2020, 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 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