Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 2017, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 08, 2026. 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 2017, the filing reported:

New Buys - None reported

Increases - BP p.l.c., Assured Guaranty, MBIA Inc., VOXX International Corporation

Reductions - BlackBerry Limited, Bristol-Myers Squibb Company, Comcast Corporation, Chevron Corporation, Hologic, Inc., and 11 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 2017	BB BlackBerry Limited	BlackBerry Limited	Sell	-5,600	-0.1%	$45.16M	4,520,660
Q2 2017	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-9,000	-31.5%	$1.09M	19,583
Q2 2017	BP BP p.l.c.	BP p.l.c.	Buy	+23,010	+1.7%	$48.46M	1,398,700
Q2 2017	CMCSA Comcast Corporation	Comcast Corporation	Sell	-6,121	-22.7%	$813.28K	20,896
Q2 2017	CVX Chevron Corporation	Chevron Corporation	Sell	-300	-6.9%	$422.33K	4,048
Q2 2017	G0585R106 Assured Guaranty	Assured Guaranty	Buy	+391,575	+101.7%	$32.42M	776,705
Q2 2017	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-118,934	-13.0%	$36.28M	799,465
Q2 2017	IBM International Business Machines	International Business Machines	Sell	-2,460	-42.5%	$511.18K	3,323
Q2 2017	MBI MBIA Inc.	MBIA Inc.	Buy	+57,400	+1.3%	$42.28M	4,483,598
Q2 2017	NAVI Navient Corporation	Navient Corporation	Sell	-62,755	-46.3%	$1.21M	72,738
Q2 2017	NVS Novartis AG	Novartis AG	Sell	-1,700	-6.1%	$2.19M	26,211
Q2 2017	NYCB		Sell	-67,760	-3.3%	$25.77M	1,962,891
Q2 2017	NYT New York Times Company (The)	New York Times Company (The)	Sell	-261,233	-7.1%	$60.82M	3,436,195
Q2 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-90,017	-13.5%	$19.40M	577,616
Q2 2017	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-10,700	-1.1%	$18.63M	922,906
Q2 2017	SEB Seaboard Corporation	Seaboard Corporation	Sell	-56	-0.7%	$33.07M	8,277
Q2 2017	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-13,201	-1.2%	$7.46M	1,049,050
Q2 2017	VOXX VOXX International Corporation	VOXX International Corporation	Buy	+544,741	+30.9%	$18.93M	2,308,302
Q2 2017	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-100	-0.6%	$1.39M	17,234
Q2 2017	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-717	-0.5%	$343.70K	155,236