Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2021)

According to the SEC 13F filed on Aug 04, 2021, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2021. 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 2021, the filing reported:

New Buys - Organon & Co.

Increases - Bristol-Myers Squibb Company, BP p.l.c., MBIA Inc., NY Community Bancorp, Pfizer, Inc., and 2 more

Reductions - Bank of America Corporation, BlackBerry Limited, Comcast Corporation, Assured Guaranty, Hologic, Inc., and 7 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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2021	BAC Bank of America Corporation	Bank of America Corporation	Sell	-1,339	-9.9%	$503.33K	12,208
Q2 2021	BB BlackBerry Limited	BlackBerry Limited	Sell	-906,404	-34.0%	$21.54M	1,762,887
Q2 2021	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+46,709	+5.5%	$58.34M	893,045
Q2 2021	BP BP p.l.c.	BP p.l.c.	Buy	+252,274	+13.2%	$57.20M	2,165,074
Q2 2021	CMCSA Comcast Corporation	Comcast Corporation	Sell	-783	-12.7%	$307.79K	5,398
Q2 2021	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-3,622	-0.2%	$69.36M	1,460,906
Q2 2021	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-4,672	-10.5%	$2.65M	39,757
Q2 2021	MBI MBIA Inc.	MBIA Inc.	Buy	+148,563	+3.0%	$55.48M	5,043,329
Q2 2021	NYCB NY Community Bancorp	NY Community Bancorp	Buy	+195,583	+4.3%	$51.73M	4,693,901
Q2 2021	OGN Organon & Co.	Organon & Co.	Buy - Position Entry	+71,622	-	$2.17M	71,622
Q2 2021	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+162,217	+24.5%	$32.29M	824,504
Q2 2021	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+201,351	+3.6%	$57.97M	5,831,515
Q2 2021	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-20,423	-6.1%	$16.03M	314,053
Q2 2021	SEB Seaboard Corporation	Seaboard Corporation	Sell	-104	-1.0%	$39.31M	10,162
Q2 2021	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-3,604	-0.3%	$2.86M	1,357,025
Q2 2021	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-7,089	-0.5%	$19.43M	1,387,174
Q2 2021	VTRS Viatris Inc.	Viatris Inc.	Sell	-493	-0.5%	$1.31M	91,600
Q2 2021	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+820	+5.4%	$900.07K	16,064
Q2 2021	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-606	-3.7%	$981.78K	15,564
Q2 2021	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-892	-0.7%	$2.28M	123,887