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

According to the SEC 13F filed on Nov 15, 2022, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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