Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2015)

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, 2015. 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 2015, the filing reported:

New Buys - None reported

Increases - BlackBerry Limited, Bristol-Myers Squibb Company, MBIA Inc., Patterson-UTI Energy, Inc., Trinity Place Holdings Inc.

Reductions - Comcast Corporation, Chevron Corporation, Flushing Financial Corporation, Hologic, Inc., KeyCorp, and 9 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
Q2 2015	BB BlackBerry Limited	BlackBerry Limited	Buy	+943,149	+40.0%	$27.02M	3,302,677
Q2 2015	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+400	+1.4%	$1.92M	28,800
Q2 2015	CMCSA Comcast Corporation	Comcast Corporation	Sell	-2,548	-10.4%	$1.32M	21,962
Q2 2015	CVX Chevron Corporation	Chevron Corporation	Sell	-1,100	-18.4%	$471.55K	4,888
Q2 2015	FFIC Flushing Financial Corporation	Flushing Financial Corporation	Sell	-6,074	-39.1%	$198.44K	9,445
Q2 2015	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-17,990	-1.3%	$51.75M	1,359,812
Q2 2015	KEY KeyCorp	KeyCorp	Sell	-856	-5.9%	$205.29K	13,668
Q2 2015	MBI MBIA Inc.	MBIA Inc.	Buy	+1,499,964	+76.5%	$20.80M	3,461,356
Q2 2015	NAVI Navient Corporation	Navient Corporation	Sell	-271,046	-44.7%	$6.11M	335,534
Q2 2015	NEU NewMarket Corp	NewMarket Corp	Sell	-10	-1.1%	$386.18K	870
Q2 2015	NVS Novartis AG	Novartis AG	Sell	-2,825	-9.1%	$2.77M	28,143
Q2 2015	NYCB		Sell	-178,892	-5.5%	$56.25M	3,060,224
Q2 2015	NYT New York Times Company (The)	New York Times Company (The)	Sell	-58,591	-1.5%	$53.83M	3,943,832
Q2 2015	ORI Old Republic International Corp	Old Republic International Corp	Sell	-758,725	-40.5%	$17.43M	1,115,157
Q2 2015	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-36,141	-2.0%	$59.51M	1,774,875
Q2 2015	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+40,068	+4.1%	$19.19M	1,019,891
Q2 2015	SEB Seaboard Corporation	Seaboard Corporation	Sell	-189	-2.1%	$31.52M	8,759
Q2 2015	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+17,477	+1.5%	$9.21M	1,172,693
Q2 2015	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-27,126	-1.7%	$12.70M	1,533,920