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

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, 2017. 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 NY Community Bancorp	NY Community Bancorp	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