Thomas Graham, Alan, Irving Kahns – Kahn Brothers Group Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 Q2 2025, the filing reported:
New Buys – GSK plc (GSK), Pine Cliff Energy (722524105), Trinity Place (896CNT011), Alphabet Inc. (GOOG), Orange County Bancorp, Inc. (OBT), and 2 more
Increases – Organon & Co. (OGN), Bayer A.G. (BAYRY), NY Community Bancorp (NYCB), Walt Disney Company (The) (DIS), IDT Corporation (IDT), and 7 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Kahn Brothers Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | OGN Organon & Co. | Buy | +996,766+40.0% |
Q2 2025Jun 30, 2025 | GSK GSK plc | Buy - Position Entry | +659,872 |
Q2 2025Jun 30, 2025 | 722524105 Pine Cliff Energy | Buy - Position Entry | +530,000 |
Q2 2025Jun 30, 2025 | 896CNT011 Trinity Place | Buy - Position Entry | +166,999 |
Q2 2025Jun 30, 2025 | BAYRY Bayer A.G. | Buy | +155,210+2.4% |
Q2 2025Jun 30, 2025 | NYCB NY Community Bancorp | Buy | +104,179+2.5% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Buy - Position Entry | +71,091 |
Q2 2025Jun 30, 2025 | DIS Walt Disney Company (The) | Buy | +44,275+12.7% |
Q2 2025Jun 30, 2025 | IDT IDT Corporation | Buy | +31,028+8.5% |
Q2 2025Jun 30, 2025 | 717046106 Peyto Exploration | Buy | +12,500+63.1% |
Q2 2025Jun 30, 2025 | 89156V106 Tourmaline Oil | Buy | +10,750+62.5% |
Q2 2025Jun 30, 2025 | C Citigroup, Inc. | Buy | +9,885+1.1% |
Q2 2025Jun 30, 2025 | OBT Orange County Bancorp, Inc. | Buy - Position Entry | +8,000 |
Q2 2025Jun 30, 2025 | CMCSA Comcast Corporation | Buy - Position Entry | +6,380 |
Q2 2025Jun 30, 2025 | XOM Exxon Mobil Corporation | Buy | +5,325+38.5% |
Q2 2025Jun 30, 2025 | JPM JP Morgan Chase & Co. | Buy - Position Entry | +2,775 |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Buy | +200+7.2% |
Q2 2025Jun 30, 2025 | PG Procter & Gamble Company (The) | Buy | +67+3.9% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Buy | +66+3.6% |
Q2 2025Jun 30, 2025 | VZ Verizon Communications Inc. | Sell | -148-1.9% |
Q2 2025Jun 30, 2025 | SEB Seaboard Corporation | Sell | -202-2.3% |
Q2 2025Jun 30, 2025 | PEG Public Service Enterprise Group | Sell | -750-17.1% |
Q2 2025Jun 30, 2025 | ZDGE Zedge, Inc. | Sell | -840-1.0% |
Q2 2025Jun 30, 2025 | CI The Cigna Group | Sell - Position Exit | -841-100.0% |
Q2 2025Jun 30, 2025 | RFL Rafael Holdings, Inc. | Sell | -1,260-0.8% |
Q2 2025Jun 30, 2025 | MRK Merck & Company, Inc. | Sell | -1,810-0.4% |
Q2 2025Jun 30, 2025 | COF Capital One Financial Corporati | Sell - Position Exit | -1,971-100.0% |
Q2 2025Jun 30, 2025 | WBS Webster Financial Corporation | Sell | -2,165-6.7% |
Q2 2025Jun 30, 2025 | NVS Novartis AG | Sell | -3,438-15.7% |
Q2 2025Jun 30, 2025 | GNE Genie Energy Ltd. | Sell | -3,609-1.8% |