Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q3 2020)

As of Sep 30, 2020, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 06, 2020. 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 2020, the filing reported:

New Buys - Deutsche Bank, Provident Financial Services, I

Increases - BP p.l.c., Chevron Corporation, Assured Guaranty, Patterson-UTI Energy, Inc.

Reductions - First National Bank Alaska, Bank of America Corporation, BlackBerry Limited, Bristol-Myers Squibb Company, Berkshire Hathaway Inc. New, and 14 more

Complete Exits - Apple Inc., Glacier Bancorp, Inc., New York Times Company (The), Orange County 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
Q3 2020	32112J106 First National Bank Alaska	First National Bank Alaska	Sell	-2,040	-30.0%	$948.99K	4,770
Q3 2020	AAPL Apple Inc.	Apple Inc.	Sell - Position Exit	-300	-100.0%	$0.00	-
Q3 2020	BAC Bank of America Corporation	Bank of America Corporation	Sell	-3,576	-20.1%	$342.25K	14,207
Q3 2020	BB BlackBerry Limited	BlackBerry Limited	Sell	-275,010	-4.8%	$24.97M	5,439,576
Q3 2020	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-79,827	-7.9%	$56.43M	935,977
Q3 2020	BP BP p.l.c.	BP p.l.c.	Buy	+66,776	+3.5%	$34.49M	1,975,239
Q3 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-75	-2.3%	$692.05K	3,250
Q3 2020	CMCSA Comcast Corporation	Comcast Corporation	Sell	-2,507	-28.9%	$285.93K	6,181
Q3 2020	CVX Chevron Corporation	Chevron Corporation	Buy	+1,000	+33.9%	$284.26K	3,948
Q3 2020	DB Deutsche Bank	Deutsche Bank	Buy - Position Entry	+10,000	-	$84.00K	10,000
Q3 2020	G0585R106 Assured Guaranty	Assured Guaranty	Buy	+104,553	+6.8%	$35.37M	1,646,846
Q3 2020	GBCI Glacier Bancorp, Inc.	Glacier Bancorp, Inc.	Sell - Position Exit	-6,265	-100.0%	$0.00	-
Q3 2020	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-40,073	-48.6%	$2.82M	42,446
Q3 2020	HOPE Hope Bancorp, Inc.	Hope Bancorp, Inc.	Sell	-920	-2.9%	$235.13K	31,000
Q3 2020	KEY KeyCorp	KeyCorp	Sell	-391	-3.4%	$130.91K	10,973
Q3 2020	MBI MBIA Inc.	MBIA Inc.	Sell	-334,477	-6.7%	$28.17M	4,648,274
Q3 2020	NAVI Navient Corporation	Navient Corporation	Sell	-2,000	-7.9%	$196.77K	23,286
Q3 2020	NYCB NY Community Bancorp	NY Community Bancorp	Sell	-337,884	-6.6%	$39.76M	4,808,176
Q3 2020	NYT New York Times Company (The)	New York Times Company (The)	Sell - Position Exit	-1,500	-100.0%	$0.00	-
Q3 2020	OBT Orange County Bancorp, Inc.	Orange County Bancorp, Inc.	Sell - Position Exit	-16,400	-100.0%	$0.00	-
Q3 2020	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-71,972	-9.4%	$25.42M	692,544
Q3 2020	PFS Provident Financial Services, I	Provident Financial Services, I	Buy - Position Entry	+27,472	-	$335.16K	27,472
Q3 2020	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+952,774	+16.3%	$19.33M	6,783,809
Q3 2020	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-24,555	-5.8%	$6.41M	395,741
Q3 2020	SEB Seaboard Corporation	Seaboard Corporation	Sell	-1,276	-10.3%	$31.69M	11,170
Q3 2020	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-240,838	-15.4%	$1.86M	1,321,638
Q3 2020	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-203,918	-5.5%	$27.16M	3,532,376
Q3 2020	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-1,921	-10.7%	$957.43K	16,094
Q3 2020	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-8,367	-5.2%	$220.77K	151,214