Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2019)

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, 2019. 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 2019, the filing reported:

New Buys - None reported

Increases - Apple Inc., BlackBerry Limited, Comcast Corporation, Navient Corporation

Reductions - Alcon, Bristol-Myers Squibb Company, BP p.l.c., Assured Guaranty, Glacier Bancorp, Inc., and 13 more

Complete Exits - Consolidated Edison, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2019	AAPL Apple Inc.	Apple Inc.	Buy	+523	+104.6%	$300.40K	1,023
Q4 2019	ALC Alcon	Alcon	Sell	-120	-2.5%	$269.05K	4,756
Q4 2019	BB BlackBerry Limited	BlackBerry Limited	Buy	+161,054	+2.8%	$37.33M	5,814,135
Q4 2019	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-17,503	-1.6%	$67.64M	1,053,732
Q4 2019	BP BP p.l.c.	BP p.l.c.	Sell	-48,817	-2.9%	$61.28M	1,623,757
Q4 2019	CMCSA Comcast Corporation	Comcast Corporation	Buy	+2,030	+29.6%	$399.69K	8,888
Q4 2019	ED Consolidated Edison, Inc.	Consolidated Edison, Inc.	Sell - Position Exit	-1,674	-100.0%	$0.00	-
Q4 2019	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-45,616	-2.9%	$74.81M	1,526,058
Q4 2019	GBCI Glacier Bancorp, Inc.	Glacier Bancorp, Inc.	Sell	-8,306	-57.0%	$288.13K	6,265
Q4 2019	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-14,966	-4.8%	$15.38M	294,571
Q4 2019	KEY KeyCorp	KeyCorp	Sell	-957	-7.7%	$230.57K	11,392
Q4 2019	MBI MBIA Inc.	MBIA Inc.	Sell	-177,582	-3.2%	$50.24M	5,401,839
Q4 2019	NAVI Navient Corporation	Navient Corporation	Buy	+880	+6.9%	$345.91K	13,680
Q4 2019	NYCB NY Community Bancorp	NY Community Bancorp	Sell	-160,282	-2.9%	$64.61M	5,375,415
Q4 2019	NYT New York Times Company (The)	New York Times Company (The)	Sell	-30,652	-9.0%	$9.98M	310,174
Q4 2019	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-1,003	-0.1%	$31.73M	809,784
Q4 2019	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-112,554	-4.2%	$27.20M	2,590,839
Q4 2019	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-3,557	-0.8%	$7.68M	430,603
Q4 2019	SEB Seaboard Corporation	Seaboard Corporation	Sell	-389	-2.9%	$54.54M	12,832
Q4 2019	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-8,611	-0.5%	$4.81M	1,597,591
Q4 2019	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-211,673	-5.2%	$16.85M	3,846,215
Q4 2019	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-2,114	-9.7%	$1.21M	19,645
Q4 2019	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-4,926	-2.9%	$253.77K	164,784