Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2022)
As of Jun 30, 2022, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 10, 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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
ALC
Alcon
|
Buy |
+240
|
|
Q2 2022
|
BB
BlackBerry Limited
|
Sell |
-6,127
|
|
Q2 2022
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+3,137
|
|
Q2 2022
|
BP
BP p.l.c.
|
Sell |
-8,670
|
|
Q2 2022
|
C
Citigroup, Inc.
|
Buy |
+142,651
|
|
Q2 2022
|
CMCSA
Comcast Corporation
|
Buy |
+1,676
|
|
Q2 2022
|
G0585R106
Assured Guaranty
|
Sell |
-18,495
|
|
Q2 2022
|
GNE
Genie Energy Ltd.
|
Buy |
+68
|
|
Q2 2022
|
IDT
IDT Corporation
|
Buy |
+208
|
|
Q2 2022
|
MBI
MBIA Inc.
|
Buy |
+7,159
|
|
Q2 2022
|
MRK
Merck & Company, Inc.
|
Buy |
+4,489
|
|
Q2 2022
|
NAVI
Navient Corporation
|
Sell |
-4,500
|
|
Q2 2022
|
NRIM
Northrim BanCorp Inc
|
Sell - Position Exit |
-4,736
|
|
Q2 2022
|
NVS
Novartis AG
|
Buy |
+700
|
|
Q2 2022
|
Buy |
+879,008
|
|
|
Q2 2022
|
OGN
Organon & Co.
|
Sell |
-846
|
|
Q2 2022
|
PFE
Pfizer, Inc.
|
Buy |
+5,517
|
|
Q2 2022
|
PG
Procter & Gamble Company (The)
|
Buy |
+644
|
|
Q2 2022
|
PTEN
Patterson-UTI Energy, Inc.
|
Sell |
-1,004,840
|
|
Q2 2022
|
RFL
Rafael Holdings, Inc.
|
Buy |
+34
|
|
Q2 2022
|
SEB
Seaboard Corporation
|
Sell |
-5
|
|
Q2 2022
|
T
AT&T Inc.
|
Buy |
+2,207
|
|
Q2 2022
|
TPHS
Trinity Place Holdings Inc.
|
Buy |
+625
|
|
Q2 2022
|
VOXX
VOXX International Corporation
|
Buy |
+349,542
|
|
Q2 2022
|
VTRS
Viatris Inc.
|
Sell |
-11,551
|
|
Q2 2022
|
VZ
Verizon Communications Inc.
|
Sell |
-1,450
|
|
Q2 2022
|
WBS
Webster Financial Corporation
|
Sell |
-468
|
|
Q2 2022
|
XOM
Exxon Mobil Corporation
|
Buy |
+6,945
|
|
Q2 2022
|
ZDGE
Zedge, Inc.
|
Buy |
+22
|