Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q3 2019)

As of Sep 30, 2019, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 08, 2026. 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 Q3 2019, the filing reported:

New Buys - Peyto Exploration, Apple Inc., KeyCorp, Pepsico, Inc.

Increases - Bank of America Corporation, BlackBerry Limited, Bristol-Myers Squibb Company, Berkshire Hathaway Inc. New, Comcast Corporation, and 9 more

Reductions - Alcon, BP p.l.c., Chevron Corporation, Glacier Bancorp, Inc., Hologic, Inc., and 5 more

Complete Exits - None reported

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
Q3 2019	717046106 Peyto Exploration	Peyto Exploration	Buy - Position Entry	+35,000	-	$88.31K	35,000
Q3 2019	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+500	-	$111.98K	500
Q3 2019	ALC Alcon	Alcon	Sell	-275	-5.3%	$284.67K	4,876
Q3 2019	BAC Bank of America Corporation	Bank of America Corporation	Buy	+3,547	+25.0%	$518.73K	17,763
Q3 2019	BB BlackBerry Limited	BlackBerry Limited	Buy	+89,391	+1.6%	$29.68M	5,653,081
Q3 2019	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+52,955	+5.2%	$54.32M	1,071,235
Q3 2019	BP BP p.l.c.	BP p.l.c.	Sell	-1,530	-0.1%	$63.54M	1,672,574
Q3 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+100	+3.1%	$686.47K	3,300
Q3 2019	CMCSA Comcast Corporation	Comcast Corporation	Buy	+848	+14.1%	$309.16K	6,858
Q3 2019	CVX Chevron Corporation	Chevron Corporation	Sell	-200	-4.4%	$518.99K	4,376
Q3 2019	G0585R106 Assured Guaranty	Assured Guaranty	Buy	+5,224	+0.3%	$69.88M	1,571,674
Q3 2019	GBCI Glacier Bancorp, Inc.	Glacier Bancorp, Inc.	Sell	-3,889	-21.1%	$589.54K	14,571
Q3 2019	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-30,165	-8.9%	$15.63M	309,537
Q3 2019	KEY KeyCorp	KeyCorp	Buy - Position Entry	+12,349	-	$220.31K	12,349
Q3 2019	MBI MBIA Inc.	MBIA Inc.	Sell	-35,315	-0.6%	$51.50M	5,579,421
Q3 2019	NAVI Navient Corporation	Navient Corporation	Sell	-12,656	-49.7%	$325.84K	12,800
Q3 2019	NYCB NY Community Bancorp	NY Community Bancorp	Buy	+67,906	+1.2%	$69.47M	5,535,697
Q3 2019	NYT New York Times Company (The)	New York Times Company (The)	Sell	-131,446	-27.8%	$9.71M	340,826
Q3 2019	PEP Pepsico, Inc.	Pepsico, Inc.	Buy - Position Entry	+2,100	-	$287.91K	2,100
Q3 2019	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+4,771	+0.6%	$29.13M	810,787
Q3 2019	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+733,883	+37.3%	$23.11M	2,703,393
Q3 2019	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Buy	+2,239	+0.5%	$9.10M	434,160
Q3 2019	SEB Seaboard Corporation	Seaboard Corporation	Sell	-29	-0.2%	$57.84M	13,221
Q3 2019	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-5,665	-0.4%	$6.42M	1,606,202
Q3 2019	VOXX VOXX International Corporation	VOXX International Corporation	Buy	+90,342	+2.3%	$19.07M	4,057,888
Q3 2019	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+13,397	+160.2%	$1.31M	21,759
Q3 2019	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+146	+0.8%	$1.35M	19,120
Q3 2019	ZDGE Zedge, Inc.	Zedge, Inc.	Buy	+1,379	+0.8%	$283.42K	169,710