Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2020)
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, 2020. 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 2020, the filing reported:
New Buys - None reported
Reductions - BlackBerry Limited, Bristol-Myers Squibb Company, Chevron Corporation, Hologic, Inc., KeyCorp, and 11 more
Complete Exits - Alcon
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 2020
|
ALC
Alcon
|
Sell - Position Exit |
-3,956
|
|
Q2 2020
|
BB
BlackBerry Limited
|
Sell |
-107,300
|
|
Q2 2020
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-10,405
|
|
Q2 2020
|
BP
BP p.l.c.
|
Buy |
+280,001
|
|
Q2 2020
|
CVX
Chevron Corporation
|
Sell |
-428
|
|
Q2 2020
|
G0585R106
Assured Guaranty
|
Buy |
+75,643
|
|
Q2 2020
|
HOLX
Hologic, Inc.
|
Sell |
-183,986
|
|
Q2 2020
|
KEY
KeyCorp
|
Sell |
-28
|
|
Q2 2020
|
MBI
MBIA Inc.
|
Sell |
-129,300
|
|
Q2 2020
|
NVS
Novartis AG
|
Sell |
-500
|
|
Q2 2020
|
NYCB
NY Community Bancorp
|
Sell |
-71,620
|
|
Q2 2020
|
PEP
Pepsico, Inc.
|
Sell |
-100
|
|
Q2 2020
|
PFE
Pfizer, Inc.
|
Sell |
-5,800
|
|
Q2 2020
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy |
+2,815,896
|
|
Q2 2020
|
RFL
Rafael Holdings, Inc.
|
Sell |
-7,721
|
|
Q2 2020
|
SEB
Seaboard Corporation
|
Sell |
-260
|
|
Q2 2020
|
TPHS
Trinity Place Holdings Inc.
|
Sell |
-13,298
|
|
Q2 2020
|
VOXX
VOXX International Corporation
|
Sell |
-14,426
|
|
Q2 2020
|
XOM
Exxon Mobil Corporation
|
Sell |
-1,000
|
|
Q2 2020
|
ZDGE
Zedge, Inc.
|
Sell |
-3,840
|