Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2021)
According to the SEC 13F filed on May 07, 2021, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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
|
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
|