Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2014)
As of Dec 31, 2014, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 08, 2026. 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
|
NYCB
NY Community Bancorp
|
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
|