Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2014)
According to the SEC 13F filed on Aug 14, 2026, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2014. 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 Q4 2014, the filing reported:
New Buys - None reported
Increases - BlackBerry Limited, Bristol-Myers Squibb Company, Novartis AG, Patterson-UTI Energy, Inc.
Reductions - Comcast Corporation, Chevron Corporation, Hologic, Inc., International Business Machines, KeyCorp, and 10 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 |
|---|---|---|---|
|
Q4 2014
|
BB
BlackBerry Limited
|
Buy |
+289,960
|
|
Q4 2014
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+750
|
|
Q4 2014
|
CMCSA
Comcast Corporation
|
Sell |
-938
|
|
Q4 2014
|
CVX
Chevron Corporation
|
Sell |
-400
|
|
Q4 2014
|
HOLX
Hologic, Inc.
|
Sell |
-120,717
|
|
Q4 2014
|
IBM
International Business Machines
|
Sell |
-100
|
|
Q4 2014
|
KEY
KeyCorp
|
Sell |
-373
|
|
Q4 2014
|
MBI
MBIA Inc.
|
Sell |
-355,597
|
|
Q4 2014
|
NAVI
Navient Corporation
|
Sell |
-50,102
|
|
Q4 2014
|
NEU
NewMarket Corp
|
Sell |
-20
|
|
Q4 2014
|
NVS
Novartis AG
|
Buy |
+600
|
|
Q4 2014
|
Sell |
-145,931
|
|
|
Q4 2014
|
NYT
New York Times Company (The)
|
Sell |
-296,023
|
|
Q4 2014
|
ORI
Old Republic International Corp
|
Sell |
-155,680
|
|
Q4 2014
|
PFE
Pfizer, Inc.
|
Sell |
-101,944
|
|
Q4 2014
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy |
+264,355
|
|
Q4 2014
|
SEB
Seaboard Corporation
|
Sell |
-849
|
|
Q4 2014
|
TPHS
Trinity Place Holdings Inc.
|
Sell |
-38,097
|
|
Q4 2014
|
VOXX
VOXX International Corporation
|
Sell |
-235,477
|