Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2018)
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, 2018. 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 2018, the filing reported:
New Buys - None reported
Increases - BlackBerry Limited, NY Community Bancorp, Patterson-UTI Energy, Inc., Exxon Mobil Corporation
Reductions - Bank of America Corporation, BP p.l.c., Assured Guaranty, Hologic, Inc., MBIA Inc., and 8 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 2018
|
BAC
Bank of America Corporation
|
Sell |
-742
|
|
Q4 2018
|
BB
BlackBerry Limited
|
Buy |
+14,565
|
|
Q4 2018
|
BP
BP p.l.c.
|
Sell |
-4,080
|
|
Q4 2018
|
G0585R106
Assured Guaranty
|
Sell |
-9,515
|
|
Q4 2018
|
HOLX
Hologic, Inc.
|
Sell |
-27,937
|
|
Q4 2018
|
MBI
MBIA Inc.
|
Sell |
-19,700
|
|
Q4 2018
|
NVS
Novartis AG
|
Sell |
-466
|
|
Q4 2018
|
NYCB
NY Community Bancorp
|
Buy |
+375,473
|
|
Q4 2018
|
NYT
New York Times Company (The)
|
Sell |
-214,354
|
|
Q4 2018
|
PFE
Pfizer, Inc.
|
Sell |
-2,900
|
|
Q4 2018
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy |
+237,437
|
|
Q4 2018
|
RFL
Rafael Holdings, Inc.
|
Sell |
-640
|
|
Q4 2018
|
SEB
Seaboard Corporation
|
Sell |
-85
|
|
Q4 2018
|
TPHS
Trinity Place Holdings Inc.
|
Sell |
-12,652
|
|
Q4 2018
|
VOXX
VOXX International Corporation
|
Sell |
-169,416
|
|
Q4 2018
|
XOM
Exxon Mobil Corporation
|
Buy |
+3,100
|
|
Q4 2018
|
ZDGE
Zedge, Inc.
|
Sell |
-426
|