Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q3 2022)

As of Sep 30, 2022, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 15, 2022. 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 2022, the filing reported:

New Buys - Glacier Bancorp, Inc., Haleon plc

Increases - Citigroup, Inc., Navient Corporation, , Rafael Holdings, Inc., VOXX International Corporation

Reductions - BlackBerry Limited, Bristol-Myers Squibb Company, BP p.l.c., Berkshire Hathaway Inc. New, Assured Guaranty, and 13 more

Complete Exits - Alcon

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 2022	ALC Alcon	Alcon	Sell - Position Exit	-3,415	-100.0%	$0.00	-
Q3 2022	BB BlackBerry Limited	BlackBerry Limited	Sell	-21,760	-1.5%	$6.94M	1,476,968
Q3 2022	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-4,772	-0.5%	$65.69M	924,093
Q3 2022	BP BP p.l.c.	BP p.l.c.	Sell	-27,256	-1.2%	$62.06M	2,173,723
Q3 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-43	-1.4%	$829.70K	3,107
Q3 2022	C Citigroup, Inc.	Citigroup, Inc.	Buy	+47,993	+4.3%	$48.45M	1,162,791
Q3 2022	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-52,322	-4.0%	$60.41M	1,252,676
Q3 2022	GBCI Glacier Bancorp, Inc.	Glacier Bancorp, Inc.	Buy - Position Entry	+4,320	-	$212.00K	4,320
Q3 2022	GNE Genie Energy Ltd.	Genie Energy Ltd.	Sell	-337	-0.1%	$3.02M	322,777
Q3 2022	HLN Haleon plc	Haleon plc	Buy - Position Entry	+1,442,550	-	$8.79M	1,442,550
Q3 2022	IDT IDT Corporation	IDT Corporation	Sell	-337	-0.1%	$11.62M	467,829
Q3 2022	MBI MBIA Inc.	MBIA Inc.	Sell	-25,930	-0.5%	$44.26M	4,810,474
Q3 2022	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-14,769	-2.1%	$58.58M	684,255
Q3 2022	NAVI Navient Corporation	Navient Corporation	Buy	+4,000	+17.2%	$400.83K	27,286
Q3 2022	NYCB		Buy	+114,738	+2.0%	$50.64M	5,937,115
Q3 2022	OGN Organon & Co.	Organon & Co.	Sell	-4,290	-6.4%	$1.46M	62,268
Q3 2022	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-5,146	-0.5%	$45.61M	1,042,353
Q3 2022	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-186,805	-3.9%	$53.77M	4,603,562
Q3 2022	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Buy	+1,499	+0.5%	$507.84K	282,164
Q3 2022	SEB Seaboard Corporation	Seaboard Corporation	Sell	-51	-0.5%	$33.54M	9,857
Q3 2022	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-7,347	-0.5%	$1.29M	1,457,260
Q3 2022	VOXX VOXX International Corporation	VOXX International Corporation	Buy	+266,160	+9.9%	$22.39M	2,942,172
Q3 2022	VTRS Viatris Inc.	Viatris Inc.	Sell	-747	-1.0%	$636.59K	74,462
Q3 2022	WBS Webster Financial Corporation	Webster Financial Corporation	Sell	-7,164	-5.9%	$5.18M	114,564
Q3 2022	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-7,300	-32.9%	$1.30M	14,909
Q3 2022	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-109	-0.1%	$286.96K	121,510