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 |
|---|---|---|---|
Q1 2022Mar 31, 2022 | ZDGE Zedge, Inc. | Sell | -1,582-1.3% |
Q1 2022Mar 31, 2022 | RFL Rafael Holdings, Inc. | Sell | -2,376-0.8% |
Q1 2022Mar 31, 2022 | TPHS Trinity Place Holdings Inc. | Sell | -9,480-0.6% |
Q1 2022Mar 31, 2022 | BP BP p.l.c. | Sell | -31,240-1.4% |
Q1 2022Mar 31, 2022 | BB BlackBerry Limited | Sell | -39,092-2.5% |
Q1 2022Mar 31, 2022 | G0585R106 Assured Guaranty | Sell | -112,352-7.8% |
Q1 2022Mar 31, 2022 | MBI MBIA Inc. | Sell | -149,655-3.0% |
Q1 2022Mar 31, 2022 | PTEN Patterson-UTI Energy, Inc. | Sell | -161,170-2.7% |
Q4 2021Dec 31, 2021 | TPHS Trinity Place Holdings Inc. | Buy | +121,163+9.0% |
Q4 2021Dec 31, 2021 | NYCB | Buy | +83,267+1.7% |
Q4 2021Dec 31, 2021 | VOXX VOXX International Corporation | Buy | +69,749+3.6% |
Q4 2021Dec 31, 2021 | BMY Bristol-Myers Squibb Company | Buy | +47,873+5.5% |
Q4 2021Dec 31, 2021 | PFE Pfizer, Inc. | Buy | +36,940+3.8% |
Q4 2021Dec 31, 2021 | MBI MBIA Inc. | Buy | +11,067+0.2% |
Q4 2021Dec 31, 2021 | G0585R106 Assured Guaranty | Buy | +3,420+0.2% |
Q4 2021Dec 31, 2021 | NVS Novartis AG | Buy | +1,980+9.7% |
Q4 2021Dec 31, 2021 | ZDGE Zedge, Inc. | Buy | +834+0.7% |
Q4 2021Dec 31, 2021 | VTRS Viatris Inc. | Buy | +188+0.2% |
Q4 2021Dec 31, 2021 | SEB Seaboard Corporation | Sell | -30-0.3% |
Q4 2021Dec 31, 2021 | VZ Verizon Communications Inc. | Sell | -550-3.4% |
Q4 2021Dec 31, 2021 | CVX Chevron Corporation | Sell | -600-15.2% |
Q4 2021Dec 31, 2021 | OGN Organon & Co. | Sell | -1,294-1.8% |
Q4 2021Dec 31, 2021 | PTEN Patterson-UTI Energy, Inc. | Sell | -1,987-0.0% |
Q4 2021Dec 31, 2021 | HOLX Hologic, Inc. | Sell | -3,080-8.6% |
Q4 2021Dec 31, 2021 | RFL Rafael Holdings, Inc. | Sell | -28,728-9.2% |
Q4 2021Dec 31, 2021 | BP BP p.l.c. | Sell | -40,545-1.8% |
Q4 2021Dec 31, 2021 | BB BlackBerry Limited | Sell | -175,570-10.2% |
Q3 2021Sep 30, 2021 | VOXX VOXX International Corporation | Buy | +566,136+40.8% |
Q3 2021Sep 30, 2021 | PFE Pfizer, Inc. | Buy | +156,484+19.0% |
Q3 2021Sep 30, 2021 | PTEN Patterson-UTI Energy, Inc. | Buy | +126,849+2.2% |