Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2021)
As of Mar 31, 2021, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 07, 2021. 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 2021, the filing reported:
New Buys - None reported
Reductions - BlackBerry Limited, Bristol-Myers Squibb Company, Assured Guaranty, Hologic, Inc., MBIA Inc., and 7 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 2021
|
BB
BlackBerry Limited
|
Sell |
-2,060,975
|
|
Q1 2021
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-17,901
|
|
Q1 2021
|
BP
BP p.l.c.
|
Buy |
+86,969
|
|
Q1 2021
|
G0585R106
Assured Guaranty
|
Sell |
-46,208
|
|
Q1 2021
|
HOLX
Hologic, Inc.
|
Sell |
-1,317
|
|
Q1 2021
|
MBI
MBIA Inc.
|
Sell |
-13,025
|
|
Q1 2021
|
NVS
Novartis AG
|
Sell |
-2,000
|
|
Q1 2021
|
NYCB
NY Community Bancorp
|
Buy |
+184,448
|
|
Q1 2021
|
PFE
Pfizer, Inc.
|
Sell |
-12,431
|
|
Q1 2021
|
PTEN
Patterson-UTI Energy, Inc.
|
Sell |
-128,424
|
|
Q1 2021
|
SEB
Seaboard Corporation
|
Sell |
-196
|
|
Q1 2021
|
TPHS
Trinity Place Holdings Inc.
|
Buy |
+12,545
|
|
Q1 2021
|
VOXX
VOXX International Corporation
|
Sell |
-1,658,023
|
|
Q1 2021
|
VTRS
Viatris Inc.
|
Sell |
-1,533
|
|
Q1 2021
|
ZDGE
Zedge, Inc.
|
Sell |
-5,705
|