Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2019)

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, 2019. 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 2019, the filing reported:

New Buys - First National Bank Alaska, Alcon, Berkshire Hathaway Inc. New, Consolidated Edison, Inc., Glacier Bancorp, Inc., and 4 more

Increases - Bank of America Corporation, BlackBerry Limited, Bristol-Myers Squibb Company, BP p.l.c., Comcast Corporation, and 12 more

Reductions - Hologic, Inc., New York Times Company (The), Exxon Mobil Corporation

Complete Exits - Old Republic International Corp

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 2019	32112J106 First National Bank Alaska	First National Bank Alaska	Buy - Position Entry	+6,810	-	$1.65M	6,810
Q2 2019	ALC Alcon	Alcon	Buy - Position Entry	+5,151	-	$318.53K	5,151
Q2 2019	BAC Bank of America Corporation	Bank of America Corporation	Buy	+2,118	+17.5%	$412.84K	14,216
Q2 2019	BB BlackBerry Limited	BlackBerry Limited	Buy	+1,001,865	+22.0%	$41.51M	5,563,690
Q2 2019	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+513,930	+101.9%	$46.18M	1,018,280
Q2 2019	BP BP p.l.c.	BP p.l.c.	Buy	+303,107	+22.1%	$69.81M	1,674,104
Q2 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy - Position Entry	+3,200	-	$682.14K	3,200
Q2 2019	CMCSA Comcast Corporation	Comcast Corporation	Buy	+4,346	+261.2%	$254.10K	6,010
Q2 2019	CVX Chevron Corporation	Chevron Corporation	Buy	+428	+10.3%	$569.44K	4,576
Q2 2019	ED Consolidated Edison, Inc.	Consolidated Edison, Inc.	Buy - Position Entry	+1,674	-	$146.78K	1,674
Q2 2019	G0585R106 Assured Guaranty	Assured Guaranty	Buy	+326,930	+26.4%	$65.92M	1,566,450
Q2 2019	GBCI Glacier Bancorp, Inc.	Glacier Bancorp, Inc.	Buy - Position Entry	+18,460	-	$748.55K	18,460
Q2 2019	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-742	-0.2%	$16.31M	339,702
Q2 2019	HOPE Hope Bancorp, Inc.	Hope Bancorp, Inc.	Buy - Position Entry	+31,920	-	$439.86K	31,920
Q2 2019	LWAY Lifeway Foods, Inc.	Lifeway Foods, Inc.	Buy - Position Entry	+10,000	-	$36.40K	10,000
Q2 2019	MBI MBIA Inc.	MBIA Inc.	Buy	+1,202,254	+27.2%	$52.27M	5,614,736
Q2 2019	NVS Novartis AG	Novartis AG	Buy	+3,029	+13.3%	$2.35M	25,773
Q2 2019	NYCB NY Community Bancorp	NY Community Bancorp	Buy	+1,180,860	+27.5%	$54.57M	5,467,791
Q2 2019	NYT New York Times Company (The)	New York Times Company (The)	Sell	-200,240	-29.8%	$15.41M	472,272
Q2 2019	OBT Orange County Bancorp, Inc.	Orange County Bancorp, Inc.	Buy - Position Entry	+16,400	-	$434.76K	16,400
Q2 2019	ORI Old Republic International Corp	Old Republic International Corp	Sell - Position Exit	-48,900	-100.0%	$0.00	-
Q2 2019	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+272,427	+51.1%	$34.92M	806,016
Q2 2019	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+260,381	+15.2%	$22.67M	1,969,510
Q2 2019	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Buy	+119,886	+38.4%	$12.42M	431,921
Q2 2019	SEB Seaboard Corporation	Seaboard Corporation	Buy	+5,925	+80.9%	$54.81M	13,250
Q2 2019	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+660,135	+69.4%	$6.37M	1,611,867
Q2 2019	VOXX VOXX International Corporation	VOXX International Corporation	Buy	+429,789	+12.1%	$16.50M	3,967,546
Q2 2019	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy - Position Entry	+8,362	-	$477.72K	8,362
Q2 2019	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-600	-3.1%	$1.45M	18,974
Q2 2019	ZDGE Zedge, Inc.	Zedge, Inc.	Buy	+35,593	+26.8%	$277.75K	168,331