Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2020)

As of Dec 31, 2020, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 11, 2021. 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 2020, the filing reported:

New Buys - Viatris Inc.

Increases - Hologic, Inc., MBIA Inc., Trinity Place Holdings Inc.

Reductions - Bank of America Corporation, BlackBerry Limited, Bristol-Myers Squibb Company, BP p.l.c., Assured Guaranty, and 11 more

Complete Exits - KeyCorp

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 2020	BAC Bank of America Corporation	Bank of America Corporation	Sell	-660	-4.6%	$410.61K	13,547
Q4 2020	BB BlackBerry Limited	BlackBerry Limited	Sell	-709,310	-13.0%	$31.36M	4,730,266
Q4 2020	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-71,740	-7.7%	$53.61M	864,237
Q4 2020	BP BP p.l.c.	BP p.l.c.	Sell	-149,408	-7.6%	$37.47M	1,825,831
Q4 2020	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-136,110	-8.3%	$47.57M	1,510,736
Q4 2020	HOLX Hologic, Inc.	Hologic, Inc.	Buy	+3,300	+7.8%	$3.33M	45,746
Q4 2020	KEY KeyCorp	KeyCorp	Sell - Position Exit	-10,973	-100.0%	$0.00	-
Q4 2020	MBI MBIA Inc.	MBIA Inc.	Buy	+259,517	+5.6%	$32.29M	4,907,791
Q4 2020	NVS Novartis AG	Novartis AG	Sell	-300	-1.3%	$2.12M	22,398
Q4 2020	NYCB NY Community Bancorp	NY Community Bancorp	Sell	-494,306	-10.3%	$45.51M	4,313,870
Q4 2020	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-100	-5.0%	$281.77K	1,900
Q4 2020	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-17,826	-2.6%	$24.84M	674,718
Q4 2020	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-1,025,221	-15.1%	$30.29M	5,758,588
Q4 2020	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-61,265	-15.5%	$7.80M	334,476
Q4 2020	SEB Seaboard Corporation	Seaboard Corporation	Sell	-708	-6.3%	$31.71M	10,462
Q4 2020	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+26,446	+2.0%	$1.69M	1,348,084
Q4 2020	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-480,090	-13.6%	$38.95M	3,052,286
Q4 2020	VTRS Viatris Inc.	Viatris Inc.	Buy - Position Entry	+93,626	-	$1.75M	93,626
Q4 2020	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-850	-5.3%	$895.58K	15,244
Q4 2020	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-1,950	-10.8%	$666.53K	16,170
Q4 2020	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-20,730	-13.7%	$788.12K	130,484