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

As of Jun 30, 2023, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 09, 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