Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2020)
As of Jun 30, 2020, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 03, 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
|
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
|