Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q3 2021)
According to the SEC 13F filed on Nov 01, 2021, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2021. 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 2021, the filing reported:
New Buys - None reported
Increases - BP p.l.c., , Pfizer, Inc., Patterson-UTI Energy, Inc., VOXX International Corporation, and 1 more
Reductions - Bank of America Corporation, BlackBerry Limited, Bristol-Myers Squibb Company, Assured Guaranty, Hologic, Inc., and 7 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 | Type | Change Qty |
|---|---|---|---|
|
Q3 2021
|
BAC
Bank of America Corporation
|
Sell |
-1,500
|
|
Q3 2021
|
BB
BlackBerry Limited
|
Sell |
-43,370
|
|
Q3 2021
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-19,315
|
|
Q3 2021
|
BP
BP p.l.c.
|
Buy |
+116,360
|
|
Q3 2021
|
G0585R106
Assured Guaranty
|
Sell |
-28,481
|
|
Q3 2021
|
HOLX
Hologic, Inc.
|
Sell |
-4,138
|
|
Q3 2021
|
MBI
MBIA Inc.
|
Sell |
-75,496
|
|
Q3 2021
|
Buy |
+100,471
|
|
|
Q3 2021
|
OGN
Organon & Co.
|
Sell |
-1,458
|
|
Q3 2021
|
PFE
Pfizer, Inc.
|
Buy |
+156,484
|
|
Q3 2021
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy |
+126,849
|
|
Q3 2021
|
RFL
Rafael Holdings, Inc.
|
Sell |
-2,318
|
|
Q3 2021
|
SEB
Seaboard Corporation
|
Sell |
-84
|
|
Q3 2021
|
TPHS
Trinity Place Holdings Inc.
|
Sell |
-4,726
|
|
Q3 2021
|
VOXX
VOXX International Corporation
|
Buy |
+566,136
|
|
Q3 2021
|
VTRS
Viatris Inc.
|
Sell |
-3,508
|
|
Q3 2021
|
VZ
Verizon Communications Inc.
|
Buy |
+200
|
|
Q3 2021
|
ZDGE
Zedge, Inc.
|
Sell |
-1,542
|