Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q3 2023)

According to the SEC 13F filed on Nov 13, 2023, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2023. 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 2023, the filing reported:

New Buys - CSX Corporation

Increases - Bank of America Corporation, Citigroup, Inc., Comcast Corporation, Procter & Gamble Company (The), Exxon Mobil Corporation

Reductions - BlackBerry Limited, Bristol-Myers Squibb Company, BP p.l.c., Assured Guaranty, Genie Energy Ltd., and 16 more

Complete Exits - Glacier Bancorp, Inc., Hope 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 2023	BAC Bank of America Corporation	Bank of America Corporation	Buy	+5,592	+17.2%	$1.04M	38,073
Q3 2023	BB BlackBerry Limited	BlackBerry Limited	Sell	-26,189	-1.9%	$6.50M	1,380,056
Q3 2023	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-19,545	-2.2%	$49.45M	851,699
Q3 2023	BP BP p.l.c.	BP p.l.c.	Sell	-68,857	-3.7%	$68.68M	1,773,634
Q3 2023	C Citigroup, Inc.	Citigroup, Inc.	Buy	+8,878	+0.7%	$50.00M	1,215,684
Q3 2023	CMCSA Comcast Corporation	Comcast Corporation	Buy	+4,796	+324.9%	$65.44K	6,272
Q3 2023	CSX CSX Corporation	CSX Corporation	Buy - Position Entry	+50,428	-	$1.55M	50,428
Q3 2023	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-16,795	-1.6%	$61.86M	1,022,139
Q3 2023	GBCI Glacier Bancorp, Inc.	Glacier Bancorp, Inc.	Sell - Position Exit	-4,320	-100.0%	$0.00	-
Q3 2023	GNE Genie Energy Ltd.	Genie Energy Ltd.	Sell	-4,552	-1.5%	$4.38M	297,512
Q3 2023	HLN Haleon plc	Haleon plc	Sell	-237,974	-18.7%	$8.60M	1,032,464
Q3 2023	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-1,544	-5.1%	$1.98M	28,491
Q3 2023	HOPE Hope Bancorp, Inc.	Hope Bancorp, Inc.	Sell - Position Exit	-31,000	-100.0%	$0.00	-
Q3 2023	IDT IDT Corporation	IDT Corporation	Sell	-4,052	-1.1%	$7.70M	349,063
Q3 2023	MBI MBIA Inc.	MBIA Inc.	Sell	-29,111	-0.6%	$34.68M	4,809,384
Q3 2023	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-9,878	-1.5%	$65.76M	638,793
Q3 2023	NYCB		Sell	-58,773	-0.9%	$71.37M	6,293,899
Q3 2023	OGN Organon & Co.	Organon & Co.	Sell	-8,452	-14.1%	$891.71K	51,346
Q3 2023	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-10,332	-1.0%	$35.02M	1,055,759
Q3 2023	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+100	+5.3%	$291.76K	2,000
Q3 2023	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-195,748	-5.1%	$50.37M	3,639,719
Q3 2023	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-2,026	-0.7%	$519.44K	273,210
Q3 2023	SEB Seaboard Corporation	Seaboard Corporation	Sell	-86	-0.9%	$35.56M	9,474
Q3 2023	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-11,475	-0.8%	$540.41K	1,480,940
Q3 2023	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-31,554	-1.1%	$23.09M	2,892,612
Q3 2023	VTRS Viatris Inc.	Viatris Inc.	Sell	-2,794	-3.9%	$709.30K	68,988
Q3 2023	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-556	-4.2%	$414.42K	12,779
Q3 2023	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+1,482	+10.6%	$1.81M	15,437
Q3 2023	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-1,351	-1.1%	$255.03K	116,434