Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2017)
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, 2017. 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., , 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
|
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
|