Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2018)
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, 2018. 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
|