Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2014)
According to the SEC 13F filed on Aug 14, 2026, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2014. 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 Q2 2014, the filing reported:
New Buys - Navient Corporation
Increases - BlackBerry Limited, Pfizer, Inc.
Reductions - Bristol-Myers Squibb Company, Comcast Corporation, Chevron Corporation, Hologic, Inc., International Business Machines, 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 |
|---|---|---|---|
|
Q2 2014
|
BB
BlackBerry Limited
|
Buy |
+1,220,450
|
|
Q2 2014
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-2,000
|
|
Q2 2014
|
CMCSA
Comcast Corporation
|
Sell |
-241
|
|
Q2 2014
|
CVX
Chevron Corporation
|
Sell |
-400
|
|
Q2 2014
|
HOLX
Hologic, Inc.
|
Sell |
-15,250
|
|
Q2 2014
|
IBM
International Business Machines
|
Sell |
-25
|
|
Q2 2014
|
MBI
MBIA Inc.
|
Sell |
-18,500
|
|
Q2 2014
|
NAVI
Navient Corporation
|
Buy - Position Entry |
+912,085
|
|
Q2 2014
|
NEU
NewMarket Corp
|
Sell |
-50
|
|
Q2 2014
|
NVS
Novartis AG
|
Sell |
-1,700
|
|
Q2 2014
|
Sell |
-53,398
|
|
|
Q2 2014
|
NYT
New York Times Company (The)
|
Sell |
-257,065
|
|
Q2 2014
|
ORI
Old Republic International Corp
|
Sell |
-463,796
|
|
Q2 2014
|
PFE
Pfizer, Inc.
|
Buy |
+11,670
|
|
Q2 2014
|
PTEN
Patterson-UTI Energy, Inc.
|
Sell |
-414,838
|
|
Q2 2014
|
SEB
Seaboard Corporation
|
Sell |
-153
|
|
Q2 2014
|
VOXX
VOXX International Corporation
|
Sell |
-19,350
|
|
Q2 2014
|
XOM
Exxon Mobil Corporation
|
Sell |
-528
|