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

As of Jun 30, 2024, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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, , 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		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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