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

As of Dec 31, 2019, 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 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		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