Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 2023)

According to the SEC 13F filed on Feb 13, 2024, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2023, the filing reported:

New Buys - Bayer A.G.

Increases - Bank of America Corporation, Comcast Corporation, MBIA Inc., AT&T Inc., Trinity Place Holdings Inc., and 1 more

Reductions - BlackBerry Limited, Bristol-Myers Squibb Company, BP p.l.c., Citigroup, Inc., CSX Corporation, and 18 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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2023	BAC Bank of America Corporation	Bank of America Corporation	Buy	+2,912	+7.6%	$1.38M	40,985
Q4 2023	BAYRY Bayer A.G.	Bayer A.G.	Buy - Position Entry	+712,500	-	$6.58M	712,500
Q4 2023	BB BlackBerry Limited	BlackBerry Limited	Sell	-123,232	-8.9%	$4.45M	1,256,824
Q4 2023	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-17,783	-2.1%	$42.79M	833,916
Q4 2023	BP BP p.l.c.	BP p.l.c.	Sell	-59,780	-3.4%	$60.67M	1,713,854
Q4 2023	C Citigroup, Inc.	Citigroup, Inc.	Sell	-6,316	-0.5%	$62.21M	1,209,368
Q4 2023	CMCSA Comcast Corporation	Comcast Corporation	Buy	+138	+2.2%	$280.72K	6,410
Q4 2023	CSX CSX Corporation	CSX Corporation	Sell	-108	-0.2%	$1.75M	50,320
Q4 2023	CVX Chevron Corporation	Chevron Corporation	Sell	-800	-24.6%	$365.00K	2,448
Q4 2023	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-34,767	-3.4%	$73.89M	987,372
Q4 2023	GNE Genie Energy Ltd.	Genie Energy Ltd.	Sell	-1,672	-0.6%	$8.32M	295,840
Q4 2023	HLN Haleon plc	Haleon plc	Sell	-386,789	-37.5%	$5.31M	645,675
Q4 2023	IDT IDT Corporation	IDT Corporation	Sell	-1,971	-0.6%	$11.84M	347,092
Q4 2023	MBI MBIA Inc.	MBIA Inc.	Buy	+20,222	+0.4%	$29.56M	4,829,606
Q4 2023	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-14,252	-2.2%	$68.09M	624,541
Q4 2023	NVS Novartis AG	Novartis AG	Sell	-3,515	-16.3%	$1.82M	18,063
Q4 2023	NYCB NY Community Bancorp	NY Community Bancorp	Sell	-133,885	-2.1%	$63.02M	6,160,014
Q4 2023	OGN Organon & Co.	Organon & Co.	Sell	-16,036	-31.2%	$509.17K	35,310
Q4 2023	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-30,078	-2.8%	$29.53M	1,025,681
Q4 2023	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-139,721	-3.8%	$37.80M	3,499,998
Q4 2023	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-1,144	-0.4%	$497.85K	272,066
Q4 2023	SEB Seaboard Corporation	Seaboard Corporation	Sell	-511	-5.4%	$32.00M	8,963
Q4 2023	T AT&T Inc.	AT&T Inc.	Buy	+10,102	+152.3%	$281.06K	16,737
Q4 2023	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+41,085	+2.8%	$169.18K	1,522,025
Q4 2023	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-15,048	-0.5%	$30.73M	2,877,564
Q4 2023	VTRS Viatris Inc.	Viatris Inc.	Sell	-16,632	-24.1%	$567.18K	52,356
Q4 2023	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+618	+4.8%	$504.75K	13,397
Q4 2023	WBS Webster Financial Corporation	Webster Financial Corporation	Sell	-5,339	-5.0%	$5.13M	101,073
Q4 2023	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-214	-1.4%	$1.52M	15,223
Q4 2023	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-457	-0.4%	$272.98K	115,977