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

According to the SEC 13F filed on Feb 15, 2023, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2022. 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		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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