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

According to the SEC 13F filed on May 12, 2023, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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., NY Community Bancorp

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 NY Community Bancorp	NY Community Bancorp	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