Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2022)

As of Dec 31, 2022, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 15, 2023. 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 2022, the filing reported:

New Buys - None reported

Increases - Peyto Exploration, Bank of America Corporation, Citigroup, Inc., Comcast Corporation, Genie Energy Ltd., and 10 more

Reductions - BlackBerry Limited, Bristol-Myers Squibb Company, BP p.l.c., Assured Guaranty, Haleon plc, and 10 more

Complete Exits - Deutsche Bank

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 2022	717046106 Peyto Exploration	Peyto Exploration	Buy	+17,807	+50.9%	$541.00K	52,807
Q4 2022	BAC Bank of America Corporation	Bank of America Corporation	Buy	+32,361	+302.2%	$1.43M	43,069
Q4 2022	BB BlackBerry Limited	BlackBerry Limited	Sell	-55,970	-3.8%	$4.63M	1,420,998
Q4 2022	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-10,092	-1.1%	$65.76M	914,001
Q4 2022	BP BP p.l.c.	BP p.l.c.	Sell	-8,222	-0.4%	$75.64M	2,165,501
Q4 2022	C Citigroup, Inc.	Citigroup, Inc.	Buy	+5,741	+0.5%	$52.85M	1,168,532
Q4 2022	CMCSA Comcast Corporation	Comcast Corporation	Buy	+1,164	+16.5%	$287.62K	8,238
Q4 2022	DB Deutsche Bank	Deutsche Bank	Sell - Position Exit	-10,000	-100.0%	$0.00	-
Q4 2022	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-21,264	-1.7%	$76.67M	1,231,412
Q4 2022	GNE Genie Energy Ltd.	Genie Energy Ltd.	Buy	+3,100	+1.0%	$3.37M	325,877
Q4 2022	HLN Haleon plc	Haleon plc	Sell	-31,935	-2.2%	$11.29M	1,410,615
Q4 2022	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-1,600	-5.0%	$2.27M	30,385
Q4 2022	IDT IDT Corporation	IDT Corporation	Buy	+1,100	+0.2%	$13.21M	468,929
Q4 2022	MBI MBIA Inc.	MBIA Inc.	Buy	+6,808	+0.1%	$61.90M	4,817,282
Q4 2022	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-2,492	-0.4%	$75.64M	681,763
Q4 2022	NAVI Navient Corporation	Navient Corporation	Sell	-4,000	-14.7%	$383.05K	23,286
Q4 2022	NVS Novartis AG	Novartis AG	Sell	-1,500	-6.5%	$1.96M	21,578
Q4 2022	NYCB NY Community Bancorp	NY Community Bancorp	Buy	+25,627	+0.4%	$51.28M	5,962,742
Q4 2022	OGN Organon & Co.	Organon & Co.	Buy	+366	+0.6%	$1.75M	62,634
Q4 2022	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-4,047	-0.4%	$53.20M	1,038,306
Q4 2022	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-131,457	-2.9%	$75.31M	4,472,105
Q4 2022	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-782	-0.3%	$526.58K	281,382
Q4 2022	SEB Seaboard Corporation	Seaboard Corporation	Buy	+98	+1.0%	$37.58M	9,955
Q4 2022	T AT&T Inc.	AT&T Inc.	Buy	+575	+3.4%	$319.15K	17,329
Q4 2022	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+38,383	+2.6%	$1.11M	1,495,643
Q4 2022	VOXX VOXX International Corporation	VOXX International Corporation	Buy	+72,525	+2.5%	$25.26M	3,014,697
Q4 2022	VTRS Viatris Inc.	Viatris Inc.	Sell	-288	-0.4%	$825.55K	74,174
Q4 2022	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-310	-2.2%	$550.00K	13,954
Q4 2022	WBS Webster Financial Corporation	Webster Financial Corporation	Buy	+2,429	+2.1%	$5.54M	116,993
Q4 2022	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-48	-0.3%	$1.64M	14,861

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