Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2017)
As of Dec 31, 2017, 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 2017, the filing reported:
New Buys - None reported
Increases - Bank of America Corporation, BlackBerry Limited, Assured Guaranty, MBIA Inc., Navient Corporation, and 4 more
Reductions - BP p.l.c., Comcast Corporation, Hologic, Inc., NY Community Bancorp, New York Times Company (The), and 3 more
Complete Exits - International Business Machines
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 2017
|
BAC
Bank of America Corporation
|
Buy |
+7,333
|
|
Q4 2017
|
BB
BlackBerry Limited
|
Buy |
+108,800
|
|
Q4 2017
|
BP
BP p.l.c.
|
Sell |
-680
|
|
Q4 2017
|
CMCSA
Comcast Corporation
|
Sell |
-9,714
|
|
Q4 2017
|
G0585R106
Assured Guaranty
|
Buy |
+161,714
|
|
Q4 2017
|
HOLX
Hologic, Inc.
|
Sell |
-40,149
|
|
Q4 2017
|
IBM
International Business Machines
|
Sell - Position Exit |
-50
|
|
Q4 2017
|
MBI
MBIA Inc.
|
Buy |
+1,613,223
|
|
Q4 2017
|
NAVI
Navient Corporation
|
Buy |
+1,333
|
|
Q4 2017
|
NVS
Novartis AG
|
Buy |
+466
|
|
Q4 2017
|
NYCB
NY Community Bancorp
|
Sell |
-53,181
|
|
Q4 2017
|
NYT
New York Times Company (The)
|
Sell |
-205,771
|
|
Q4 2017
|
PFE
Pfizer, Inc.
|
Sell |
-2,889
|
|
Q4 2017
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy |
+105,121
|
|
Q4 2017
|
SEB
Seaboard Corporation
|
Sell |
-50
|
|
Q4 2017
|
VOXX
VOXX International Corporation
|
Buy |
+26,323
|
|
Q4 2017
|
XOM
Exxon Mobil Corporation
|
Buy |
+250
|
|
Q4 2017
|
ZDGE
Zedge, Inc.
|
Sell |
-111
|