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 |
|---|---|---|---|
Q3 2023Sep 30, 2023 | HOLX Hologic, Inc. | Sell | -1,544-5.1% |
Q3 2023Sep 30, 2023 | RFL Rafael Holdings, Inc. | Sell | -2,026-0.7% |
Q3 2023Sep 30, 2023 | VTRS Viatris Inc. | Sell | -2,794-3.9% |
Q3 2023Sep 30, 2023 | IDT IDT Corporation | Sell | -4,052-1.1% |
Q3 2023Sep 30, 2023 | GBCI Glacier Bancorp, Inc. | Sell - Position Exit | -4,320-100.0% |
Q3 2023Sep 30, 2023 | GNE Genie Energy Ltd. | Sell | -4,552-1.5% |
Q3 2023Sep 30, 2023 | OGN Organon & Co. | Sell | -8,452-14.1% |
Q3 2023Sep 30, 2023 | MRK Merck & Company, Inc. | Sell | -9,878-1.5% |
Q3 2023Sep 30, 2023 | PFE Pfizer, Inc. | Sell | -10,332-1.0% |
Q3 2023Sep 30, 2023 | TPHS Trinity Place Holdings Inc. | Sell | -11,475-0.8% |
Q3 2023Sep 30, 2023 | G0585R106 Assured Guaranty | Sell | -16,795-1.6% |
Q3 2023Sep 30, 2023 | BMY Bristol-Myers Squibb Company | Sell | -19,545-2.2% |
Q3 2023Sep 30, 2023 | BB BlackBerry Limited | Sell | -26,189-1.9% |
Q3 2023Sep 30, 2023 | MBI MBIA Inc. | Sell | -29,111-0.6% |
Q3 2023Sep 30, 2023 | HOPE Hope Bancorp, Inc. | Sell - Position Exit | -31,000-100.0% |
Q3 2023Sep 30, 2023 | VOXX VOXX International Corporation | Sell | -31,554-1.1% |
Q3 2023Sep 30, 2023 | NYCB | Sell | -58,773-0.9% |
Q3 2023Sep 30, 2023 | BP BP p.l.c. | Sell | -68,857-3.7% |
Q3 2023Sep 30, 2023 | PTEN Patterson-UTI Energy, Inc. | Sell | -195,748-5.1% |
Q3 2023Sep 30, 2023 | HLN Haleon plc | Sell | -237,974-18.7% |
Q2 2023Jun 30, 2023 | MBI MBIA Inc. | Buy | +103,933+2.2% |
Q2 2023Jun 30, 2023 | PFE Pfizer, Inc. | Buy | +36,429+3.5% |
Q2 2023Jun 30, 2023 | VZ Verizon Communications Inc. | Buy | +31+0.2% |
Q2 2023Jun 30, 2023 | XOM Exxon Mobil Corporation | Sell | -300-2.1% |
Q2 2023Jun 30, 2023 | OGN Organon & Co. | Sell | -1,821-3.0% |
Q2 2023Jun 30, 2023 | VTRS Viatris Inc. | Sell | -1,855-2.5% |
Q2 2023Jun 30, 2023 | ZDGE Zedge, Inc. | Sell | -2,863-2.4% |
Q2 2023Jun 30, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -3,107-100.0% |
Q2 2023Jun 30, 2023 | RFL Rafael Holdings, Inc. | Sell | -4,298-1.5% |
Q2 2023Jun 30, 2023 | WBS Webster Financial Corporation | Sell | -6,609-5.8% |