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

According to the SEC 13F filed on Aug 14, 2026, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2019. 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		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