Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q2 2024)

According to the SEC 13F filed on Aug 14, 2024, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2024. 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 2024, the filing reported:

New Buys - None reported

Increases - Bayer A.G., Walt Disney Company (The), MBIA Inc., Novartis AG, NY Community Bancorp, and 3 more

Reductions - Bank of America Corporation, Bristol-Myers Squibb Company, BP p.l.c., Citigroup, Inc., The Cigna Group, and 20 more

Complete Exits - Glacier 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 2024	BAC Bank of America Corporation	Bank of America Corporation	Sell	-15,064	-44.4%	$749.41K	18,837
Q2 2024	BAYRY Bayer A.G.	Bayer A.G.	Buy	+1,275,315	+41.2%	$30.80M	4,374,455
Q2 2024	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-4,733	-0.6%	$34.36M	827,258
Q2 2024	BP BP p.l.c.	BP p.l.c.	Sell	-25,218	-1.5%	$59.22M	1,640,402
Q2 2024	C Citigroup, Inc.	Citigroup, Inc.	Sell	-4,594	-0.4%	$75.83M	1,194,852
Q2 2024	CI The Cigna Group	The Cigna Group	Sell	-625	-56.8%	$330.57K	476
Q2 2024	CSX CSX Corporation	CSX Corporation	Sell	-500	-1.0%	$1.67M	49,820
Q2 2024	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+126,971	+135.2%	$21.93M	220,903
Q2 2024	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-669,493	-69.0%	$23.23M	301,087
Q2 2024	GBCI Glacier Bancorp, Inc.	Glacier Bancorp, Inc.	Sell - Position Exit	-6,264	-100.0%	$0.00	-
Q2 2024	GNE Genie Energy Ltd.	Genie Energy Ltd.	Sell	-2,025	-0.7%	$4.26M	291,665
Q2 2024	GTX Garrett Motion Inc.	Garrett Motion Inc.	Sell	-9,252	-43.1%	$105.00K	12,229
Q2 2024	HLN Haleon plc	Haleon plc	Sell	-228,134	-48.1%	$2.03M	246,147
Q2 2024	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-900	-3.4%	$1.90M	25,591
Q2 2024	IDT IDT Corporation	IDT Corporation	Sell	-14,041	-4.1%	$11.91M	331,507
Q2 2024	MBI MBIA Inc.	MBIA Inc.	Buy	+393,650	+7.6%	$30.58M	5,570,263
Q2 2024	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-21,904	-3.6%	$73.28M	591,911
Q2 2024	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-75	-3.9%	$816.60K	1,827
Q2 2024	NAVI Navient Corporation	Navient Corporation	Sell	-421	-1.9%	$320.32K	22,000
Q2 2024	NVS Novartis AG	Novartis AG	Buy	+2,168	+14.1%	$1.87M	17,581
Q2 2024	NYCB NY Community Bancorp	NY Community Bancorp	Buy	+5,998,313	+96.5%	$39.32M	12,211,602
Q2 2024	OGN Organon & Co.	Organon & Co.	Buy	+480,819	+40.7%	$34.38M	1,661,023
Q2 2024	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-20,289	-2.0%	$28.05M	1,002,430
Q2 2024	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-300	-15.0%	$280.00K	1,700
Q2 2024	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Sell	-185	-9.6%	$271.00K	1,740
Q2 2024	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-331,478	-12.5%	$24.04M	2,320,854
Q2 2024	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-1,679	-0.6%	$387.14K	268,684
Q2 2024	SEB Seaboard Corporation	Seaboard Corporation	Buy	+173	+1.9%	$29.16M	9,225
Q2 2024	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-1,087,822	-38.2%	$5.57M	1,761,704
Q2 2024	VTRS Viatris Inc.	Viatris Inc.	Sell	-19,435	-57.9%	$150.91K	14,155

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