Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2022)

According to the SEC 13F filed on Aug 10, 2022, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Alcon, Bristol-Myers Squibb Company, Citigroup, Inc., Comcast Corporation, Genie Energy Ltd., and 13 more

Reductions - BlackBerry Limited, BP p.l.c., Assured Guaranty, Navient Corporation, Organon & Co., and 5 more

Complete Exits - Northrim BanCorp Inc

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 2022	ALC Alcon	Alcon	Buy	+240	+7.6%	$237.72K	3,415
Q2 2022	BB BlackBerry Limited	BlackBerry Limited	Sell	-6,127	-0.4%	$8.08M	1,498,728
Q2 2022	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+3,137	+0.3%	$71.52M	928,865
Q2 2022	BP BP p.l.c.	BP p.l.c.	Sell	-8,670	-0.4%	$62.40M	2,200,979
Q2 2022	C Citigroup, Inc.	Citigroup, Inc.	Buy	+142,651	+14.7%	$51.27M	1,114,798
Q2 2022	CMCSA Comcast Corporation	Comcast Corporation	Buy	+1,676	+31.0%	$277.92K	7,074
Q2 2022	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-18,495	-1.4%	$72.81M	1,304,998
Q2 2022	GNE Genie Energy Ltd.	Genie Energy Ltd.	Buy	+68	+0.0%	$2.96M	323,114
Q2 2022	IDT IDT Corporation	IDT Corporation	Buy	+208	+0.0%	$11.77M	468,166
Q2 2022	MBI MBIA Inc.	MBIA Inc.	Buy	+7,159	+0.1%	$59.73M	4,836,404
Q2 2022	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy	+4,489	+0.6%	$63.73M	699,024
Q2 2022	NAVI Navient Corporation	Navient Corporation	Sell	-4,500	-16.2%	$325.77K	23,286
Q2 2022	NRIM Northrim BanCorp Inc	Northrim BanCorp Inc	Sell - Position Exit	-4,736	-100.0%	$0.00	-
Q2 2022	NVS Novartis AG	Novartis AG	Buy	+700	+3.1%	$1.95M	23,078
Q2 2022	NYCB NY Community Bancorp	NY Community Bancorp	Buy	+879,008	+17.8%	$53.16M	5,822,377
Q2 2022	OGN Organon & Co.	Organon & Co.	Sell	-846	-1.3%	$2.25M	66,558
Q2 2022	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+5,517	+0.5%	$54.92M	1,047,499
Q2 2022	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+644	+40.2%	$322.60K	2,244
Q2 2022	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-1,004,840	-17.3%	$75.50M	4,790,367
Q2 2022	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Buy	+34	+0.0%	$525.02K	280,665
Q2 2022	SEB Seaboard Corporation	Seaboard Corporation	Sell	-5	-0.1%	$38.47M	9,908
Q2 2022	T AT&T Inc.	AT&T Inc.	Buy	+2,207	+15.2%	$351.07K	16,754
Q2 2022	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+625	+0.0%	$1.48M	1,464,607
Q2 2022	VOXX VOXX International Corporation	VOXX International Corporation	Buy	+349,542	+15.0%	$24.91M	2,676,012
Q2 2022	VTRS Viatris Inc.	Viatris Inc.	Sell	-11,551	-13.3%	$787.71K	75,209
Q2 2022	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-1,450	-9.2%	$724.00K	14,264
Q2 2022	WBS Webster Financial Corporation	Webster Financial Corporation	Sell	-468	-0.4%	$5.13M	121,728
Q2 2022	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+6,945	+45.5%	$1.90M	22,209
Q2 2022	ZDGE Zedge, Inc.	Zedge, Inc.	Buy	+22	+0.0%	$350.37K	121,619