Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2021)
According to the SEC 13F filed on Jan 25, 2022, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2021, the filing reported:
New Buys - None reported
Increases - Bristol-Myers Squibb Company, Assured Guaranty, MBIA Inc., Novartis AG, NY Community Bancorp, and 5 more
Reductions - BlackBerry Limited, BP p.l.c., Chevron Corporation, Hologic, Inc., Organon & Co., and 4 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 2021
|
BB
BlackBerry Limited
|
Sell |
-175,570
|
|
Q4 2021
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+47,873
|
|
Q4 2021
|
BP
BP p.l.c.
|
Sell |
-40,545
|
|
Q4 2021
|
CVX
Chevron Corporation
|
Sell |
-600
|
|
Q4 2021
|
G0585R106
Assured Guaranty
|
Buy |
+3,420
|
|
Q4 2021
|
HOLX
Hologic, Inc.
|
Sell |
-3,080
|
|
Q4 2021
|
MBI
MBIA Inc.
|
Buy |
+11,067
|
|
Q4 2021
|
NVS
Novartis AG
|
Buy |
+1,980
|
|
Q4 2021
|
NYCB
NY Community Bancorp
|
Buy |
+83,267
|
|
Q4 2021
|
OGN
Organon & Co.
|
Sell |
-1,294
|
|
Q4 2021
|
PFE
Pfizer, Inc.
|
Buy |
+36,940
|
|
Q4 2021
|
PTEN
Patterson-UTI Energy, Inc.
|
Sell |
-1,987
|
|
Q4 2021
|
RFL
Rafael Holdings, Inc.
|
Sell |
-28,728
|
|
Q4 2021
|
SEB
Seaboard Corporation
|
Sell |
-30
|
|
Q4 2021
|
TPHS
Trinity Place Holdings Inc.
|
Buy |
+121,163
|
|
Q4 2021
|
VOXX
VOXX International Corporation
|
Buy |
+69,749
|
|
Q4 2021
|
VTRS
Viatris Inc.
|
Buy |
+188
|
|
Q4 2021
|
VZ
Verizon Communications Inc.
|
Sell |
-550
|
|
Q4 2021
|
ZDGE
Zedge, Inc.
|
Buy |
+834
|