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

As of Dec 31, 2023, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 2024. 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		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