Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2022)
As of Mar 31, 2022, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 02, 2022. 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 2022, the filing reported:
New Buys - Alcon, Citigroup, Inc., Genie Energy Ltd., IDT Corporation, Merck & Company, Inc., and 4 more
Increases - Bristol-Myers Squibb Company, Navient Corporation, , Pfizer, Inc., VOXX International Corporation
Reductions - BlackBerry Limited, BP p.l.c., Berkshire Hathaway Inc. New, Chevron Corporation, Assured Guaranty, and 10 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 2022
|
ALC
Alcon
|
Buy - Position Entry |
+3,175
|
|
Q1 2022
|
BB
BlackBerry Limited
|
Sell |
-39,092
|
|
Q1 2022
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+4,125
|
|
Q1 2022
|
BP
BP p.l.c.
|
Sell |
-31,240
|
|
Q1 2022
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-100
|
|
Q1 2022
|
C
Citigroup, Inc.
|
Buy - Position Entry |
+972,147
|
|
Q1 2022
|
CVX
Chevron Corporation
|
Sell |
-100
|
|
Q1 2022
|
G0585R106
Assured Guaranty
|
Sell |
-112,352
|
|
Q1 2022
|
GNE
Genie Energy Ltd.
|
Buy - Position Entry |
+323,046
|
|
Q1 2022
|
HOLX
Hologic, Inc.
|
Sell |
-554
|
|
Q1 2022
|
IDT
IDT Corporation
|
Buy - Position Entry |
+467,958
|
|
Q1 2022
|
MBI
MBIA Inc.
|
Sell |
-149,655
|
|
Q1 2022
|
MRK
Merck & Company, Inc.
|
Buy - Position Entry |
+694,535
|
|
Q1 2022
|
NAVI
Navient Corporation
|
Buy |
+4,500
|
|
Q1 2022
|
NRIM
Northrim BanCorp Inc
|
Buy - Position Entry |
+4,736
|
|
Q1 2022
|
Buy |
+65,730
|
|
|
Q1 2022
|
OGN
Organon & Co.
|
Sell |
-1,466
|
|
Q1 2022
|
PFE
Pfizer, Inc.
|
Buy |
+24,054
|
|
Q1 2022
|
PG
Procter & Gamble Company (The)
|
Buy - Position Entry |
+1,600
|
|
Q1 2022
|
PTEN
Patterson-UTI Energy, Inc.
|
Sell |
-161,170
|
|
Q1 2022
|
RFL
Rafael Holdings, Inc.
|
Sell |
-2,376
|
|
Q1 2022
|
SEB
Seaboard Corporation
|
Sell |
-135
|
|
Q1 2022
|
T
AT&T Inc.
|
Buy - Position Entry |
+14,547
|
|
Q1 2022
|
TPHS
Trinity Place Holdings Inc.
|
Sell |
-9,480
|
|
Q1 2022
|
VOXX
VOXX International Corporation
|
Buy |
+303,411
|
|
Q1 2022
|
VTRS
Viatris Inc.
|
Sell |
-1,520
|
|
Q1 2022
|
WBS
Webster Financial Corporation
|
Buy - Position Entry |
+122,196
|
|
Q1 2022
|
XOM
Exxon Mobil Corporation
|
Sell |
-300
|
|
Q1 2022
|
ZDGE
Zedge, Inc.
|
Sell |
-1,582
|