Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2018)
As of Jun 30, 2018, 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 2018, the filing reported:
New Buys - None reported
Increases - BlackBerry Limited, Bristol-Myers Squibb Company, Comcast Corporation, Assured Guaranty, Novartis AG, and 3 more
Reductions - BP p.l.c., Hologic, Inc., MBIA Inc., Navient Corporation, New York Times Company (The), and 5 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 2018
|
BB
BlackBerry Limited
|
Buy |
+144,300
|
|
Q2 2018
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+200
|
|
Q2 2018
|
BP
BP p.l.c.
|
Sell |
-16,000
|
|
Q2 2018
|
CMCSA
Comcast Corporation
|
Buy |
+300
|
|
Q2 2018
|
G0585R106
Assured Guaranty
|
Buy |
+17,668
|
|
Q2 2018
|
HOLX
Hologic, Inc.
|
Sell |
-46,970
|
|
Q2 2018
|
MBI
MBIA Inc.
|
Sell |
-11,900
|
|
Q2 2018
|
NAVI
Navient Corporation
|
Sell |
-944
|
|
Q2 2018
|
NVS
Novartis AG
|
Buy |
+1,200
|
|
Q2 2018
|
NYCB
NY Community Bancorp
|
Buy |
+852,998
|
|
Q2 2018
|
NYT
New York Times Company (The)
|
Sell |
-460,450
|
|
Q2 2018
|
ORI
Old Republic International Corp
|
Buy |
+900
|
|
Q2 2018
|
PFE
Pfizer, Inc.
|
Sell |
-2,977
|
|
Q2 2018
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy |
+20,648
|
|
Q2 2018
|
RFL
Rafael Holdings, Inc.
|
Sell |
-904
|
|
Q2 2018
|
SEB
Seaboard Corporation
|
Sell |
-15
|
|
Q2 2018
|
VOXX
VOXX International Corporation
|
Sell |
-25,863
|
|
Q2 2018
|
ZDGE
Zedge, Inc.
|
Sell |
-603
|