Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2022)
According to the SEC 13F filed on May 02, 2022, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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, NY Community Bancorp, 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
|
NYCB
NY Community Bancorp
|
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
|