Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2021)
As of Jun 30, 2021, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 04, 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.
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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2021
|
BAC
Bank of America Corporation
|
Sell |
-1,339
|
|
Q2 2021
|
BB
BlackBerry Limited
|
Sell |
-906,404
|
|
Q2 2021
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+46,709
|
|
Q2 2021
|
BP
BP p.l.c.
|
Buy |
+252,274
|
|
Q2 2021
|
CMCSA
Comcast Corporation
|
Sell |
-783
|
|
Q2 2021
|
G0585R106
Assured Guaranty
|
Sell |
-3,622
|
|
Q2 2021
|
HOLX
Hologic, Inc.
|
Sell |
-4,672
|
|
Q2 2021
|
MBI
MBIA Inc.
|
Buy |
+148,563
|
|
Q2 2021
|
Buy |
+195,583
|
|
|
Q2 2021
|
OGN
Organon & Co.
|
Buy - Position Entry |
+71,622
|
|
Q2 2021
|
PFE
Pfizer, Inc.
|
Buy |
+162,217
|
|
Q2 2021
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy |
+201,351
|
|
Q2 2021
|
RFL
Rafael Holdings, Inc.
|
Sell |
-20,423
|
|
Q2 2021
|
SEB
Seaboard Corporation
|
Sell |
-104
|
|
Q2 2021
|
TPHS
Trinity Place Holdings Inc.
|
Sell |
-3,604
|
|
Q2 2021
|
VOXX
VOXX International Corporation
|
Sell |
-7,089
|
|
Q2 2021
|
VTRS
Viatris Inc.
|
Sell |
-493
|
|
Q2 2021
|
VZ
Verizon Communications Inc.
|
Buy |
+820
|
|
Q2 2021
|
XOM
Exxon Mobil Corporation
|
Sell |
-606
|
|
Q2 2021
|
ZDGE
Zedge, Inc.
|
Sell |
-892
|