Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2024)

As of Mar 31, 2024, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2024. 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 2024, the filing reported:

New Buys - Pine Cliff Energy, Apple Inc., Antero Midstream Corporation, Antero Resources Corporation, The Cigna Group, and 7 more

Increases - Bayer A.G., MBIA Inc., NY Community Bancorp, Organon & Co., Seaboard Corporation, and 1 more

Reductions - Bank of America Corporation, Bristol-Myers Squibb Company, BP p.l.c., Citigroup, Inc., Chevron Corporation, and 17 more

Complete Exits - BlackBerry Limited, Comcast Corporation, AT&T Inc.

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 2024	722524105 Pine Cliff Energy	Pine Cliff Energy	Buy - Position Entry	+129,731	-	$96.00K	129,731
Q1 2024	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+2,492	-	$427.00K	2,492
Q1 2024	AM Antero Midstream Corporation	Antero Midstream Corporation	Buy - Position Entry	+17,806	-	$250.00K	17,806
Q1 2024	AR Antero Resources Corporation	Antero Resources Corporation	Buy - Position Entry	+30,156	-	$875.00K	30,156
Q1 2024	BAC Bank of America Corporation	Bank of America Corporation	Sell	-7,084	-17.3%	$1.29M	33,901
Q1 2024	BAYRY Bayer A.G.	Bayer A.G.	Buy	+2,386,640	+335.0%	$23.74M	3,099,140
Q1 2024	BB BlackBerry Limited	BlackBerry Limited	Sell - Position Exit	-1,256,824	-100.0%	$0.00	-
Q1 2024	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-1,925	-0.2%	$45.12M	831,991
Q1 2024	BP BP p.l.c.	BP p.l.c.	Sell	-48,234	-2.8%	$62.76M	1,665,620
Q1 2024	C Citigroup, Inc.	Citigroup, Inc.	Sell	-9,922	-0.8%	$75.85M	1,199,446
Q1 2024	CI The Cigna Group	The Cigna Group	Buy - Position Entry	+1,101	-	$400.33K	1,101
Q1 2024	CMCSA Comcast Corporation	Comcast Corporation	Sell - Position Exit	-6,410	-100.0%	$0.00	-
Q1 2024	CVX Chevron Corporation	Chevron Corporation	Sell	-648	-26.5%	$284.00K	1,800
Q1 2024	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy - Position Entry	+93,932	-	$11.49M	93,932
Q1 2024	FRFHF Fairfax Financial Holdings Ltd.	Fairfax Financial Holdings Ltd.	Buy - Position Entry	+1,018	-	$1.10M	1,018
Q1 2024	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-16,792	-1.7%	$84.68M	970,580
Q1 2024	GBCI Glacier Bancorp, Inc.	Glacier Bancorp, Inc.	Buy - Position Entry	+6,264	-	$252.00K	6,264
Q1 2024	GNE Genie Energy Ltd.	Genie Energy Ltd.	Sell	-2,150	-0.7%	$4.43M	293,690
Q1 2024	GTX Garrett Motion Inc.	Garrett Motion Inc.	Buy - Position Entry	+21,481	-	$214.00K	21,481
Q1 2024	HLN Haleon plc	Haleon plc	Sell	-171,394	-26.5%	$4.03M	474,281
Q1 2024	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-2,000	-7.0%	$2.06M	26,491
Q1 2024	IDT IDT Corporation	IDT Corporation	Sell	-1,544	-0.4%	$13.07M	345,548
Q1 2024	MBI MBIA Inc.	MBIA Inc.	Buy	+347,007	+7.2%	$34.99M	5,176,613
Q1 2024	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-10,726	-1.7%	$80.99M	613,815
Q1 2024	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+1,902	-	$800.68K	1,902
Q1 2024	NAVI Navient Corporation	Navient Corporation	Sell	-865	-3.7%	$390.12K	22,421
Q1 2024	NVS Novartis AG	Novartis AG	Sell	-2,650	-14.7%	$1.49M	15,413
Q1 2024	NYCB NY Community Bancorp	NY Community Bancorp	Buy	+53,275	+0.9%	$20.01M	6,213,289
Q1 2024	OGN Organon & Co.	Organon & Co.	Buy	+1,144,894	+3242.4%	$22.19M	1,180,204
Q1 2024	PEG Public Service Enterprise Group	Public Service Enterprise Group	Buy - Position Entry	+4,500	-	$301.00K	4,500

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