Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 12, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - Citigroup, Inc.,

Reductions - Bank of America Corporation, BlackBerry Limited, Bristol-Myers Squibb Company, BP p.l.c., Comcast Corporation, and 21 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 2023	BAC Bank of America Corporation	Bank of America Corporation	Sell	-3,330	-7.7%	$1.14M	39,739
Q1 2023	BB BlackBerry Limited	BlackBerry Limited	Sell	-8,053	-0.6%	$6.44M	1,412,945
Q1 2023	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-13,445	-1.5%	$62.42M	900,556
Q1 2023	BP BP p.l.c.	BP p.l.c.	Sell	-205,544	-9.5%	$74.36M	1,959,957
Q1 2023	C Citigroup, Inc.	Citigroup, Inc.	Buy	+49,021	+4.2%	$57.09M	1,217,553
Q1 2023	CMCSA Comcast Corporation	Comcast Corporation	Sell	-6,762	-82.1%	$55.95K	1,476
Q1 2023	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-87,259	-7.1%	$57.52M	1,144,153
Q1 2023	GNE Genie Energy Ltd.	Genie Energy Ltd.	Sell	-15,315	-4.7%	$4.29M	310,562
Q1 2023	HLN Haleon plc	Haleon plc	Sell	-29,343	-2.1%	$11.24M	1,381,272
Q1 2023	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-350	-1.2%	$2.42M	30,035
Q1 2023	IDT IDT Corporation	IDT Corporation	Sell	-102,698	-21.9%	$12.48M	366,231
Q1 2023	MBI MBIA Inc.	MBIA Inc.	Sell	-82,720	-1.7%	$43.84M	4,734,562
Q1 2023	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-10,159	-1.5%	$71.45M	671,604
Q1 2023	NYCB		Buy	+426,402	+7.2%	$57.76M	6,389,144
Q1 2023	OGN Organon & Co.	Organon & Co.	Sell	-1,015	-1.6%	$1.45M	61,619
Q1 2023	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-8,644	-0.8%	$42.01M	1,029,662
Q1 2023	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-344	-15.3%	$282.61K	1,900
Q1 2023	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-418,818	-9.4%	$47.42M	4,053,287
Q1 2023	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-1,848	-0.7%	$433.68K	279,534
Q1 2023	SEB Seaboard Corporation	Seaboard Corporation	Sell	-395	-4.0%	$36.04M	9,560
Q1 2023	T AT&T Inc.	AT&T Inc.	Sell	-10,694	-61.7%	$127.72K	6,635
Q1 2023	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-3,228	-0.2%	$716.80K	1,492,415
Q1 2023	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-31,681	-1.1%	$36.77M	2,983,016
Q1 2023	VTRS Viatris Inc.	Viatris Inc.	Sell	-537	-0.7%	$708.01K	73,637
Q1 2023	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-650	-4.7%	$517.00K	13,304
Q1 2023	WBS Webster Financial Corporation	Webster Financial Corporation	Sell	-3,972	-3.4%	$4.46M	113,021
Q1 2023	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-606	-4.1%	$1.56M	14,255
Q1 2023	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-1,230	-1.0%	$235.25K	120,648