Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2023)

According to the SEC 13F filed on Aug 09, 2023, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - MBIA Inc., Pfizer, Inc., Verizon Communications Inc.

Reductions - Peyto Exploration, Bank of America Corporation, BlackBerry Limited, Bristol-Myers Squibb Company, BP p.l.c., and 15 more

Complete Exits - Berkshire Hathaway Inc. New, Provident Financial Services, I

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 2023	717046106 Peyto Exploration	Peyto Exploration	Sell	-35,000	-66.3%	$148.00K	17,807
Q2 2023	BAC Bank of America Corporation	Bank of America Corporation	Sell	-7,258	-18.3%	$932.26K	32,481
Q2 2023	BB BlackBerry Limited	BlackBerry Limited	Sell	-6,700	-0.5%	$7.78M	1,406,245
Q2 2023	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-29,312	-3.3%	$61.32M	871,244
Q2 2023	BP BP p.l.c.	BP p.l.c.	Sell	-117,466	-6.0%	$65.02M	1,842,491
Q2 2023	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell - Position Exit	-3,107	-100.0%	$0.00	-
Q2 2023	C Citigroup, Inc.	Citigroup, Inc.	Sell	-10,747	-0.9%	$55.56M	1,206,806
Q2 2023	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-105,219	-9.2%	$57.97M	1,038,934
Q2 2023	GNE Genie Energy Ltd.	Genie Energy Ltd.	Sell	-8,498	-2.7%	$4.27M	302,064
Q2 2023	HLN Haleon plc	Haleon plc	Sell	-110,834	-8.0%	$10.65M	1,270,438
Q2 2023	IDT IDT Corporation	IDT Corporation	Sell	-13,116	-3.6%	$9.13M	353,115
Q2 2023	MBI MBIA Inc.	MBIA Inc.	Buy	+103,933	+2.2%	$41.80M	4,838,495
Q2 2023	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-22,933	-3.4%	$74.85M	648,671
Q2 2023	NYCB NY Community Bancorp	NY Community Bancorp	Sell	-36,472	-0.6%	$71.40M	6,352,672
Q2 2023	OGN Organon & Co.	Organon & Co.	Sell	-1,821	-3.0%	$1.24M	59,798
Q2 2023	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+36,429	+3.5%	$39.10M	1,066,091
Q2 2023	PFS Provident Financial Services, I	Provident Financial Services, I	Sell - Position Exit	-27,472	-100.0%	$0.00	-
Q2 2023	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-217,820	-5.4%	$45.91M	3,835,467
Q2 2023	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-4,298	-1.5%	$575.11K	275,236
Q2 2023	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-58,850	-2.0%	$37.15M	2,924,166
Q2 2023	VTRS Viatris Inc.	Viatris Inc.	Sell	-1,855	-2.5%	$716.48K	71,782
Q2 2023	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+31	+0.2%	$495.43K	13,335
Q2 2023	WBS Webster Financial Corporation	Webster Financial Corporation	Sell	-6,609	-5.8%	$4.02M	106,412
Q2 2023	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-300	-2.1%	$1.50M	13,955
Q2 2023	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-2,863	-2.4%	$263.71K	117,785