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 2020Sep 30, 2020 | OBT Orange County Bancorp, Inc. | Sell - Position Exit | -16,400-100.0% |
Q3 2020Sep 30, 2020 | RFL Rafael Holdings, Inc. | Sell | -24,555-5.8% |
Q3 2020Sep 30, 2020 | HOLX Hologic, Inc. | Sell | -40,073-48.6% |
Q3 2020Sep 30, 2020 | PFE Pfizer, Inc. | Sell | -71,972-9.4% |
Q3 2020Sep 30, 2020 | BMY Bristol-Myers Squibb Company | Sell | -79,827-7.9% |
Q3 2020Sep 30, 2020 | VOXX VOXX International Corporation | Sell | -203,918-5.5% |
Q3 2020Sep 30, 2020 | TPHS Trinity Place Holdings Inc. | Sell | -240,838-15.4% |
Q3 2020Sep 30, 2020 | BB BlackBerry Limited | Sell | -275,010-4.8% |
Q3 2020Sep 30, 2020 | MBI MBIA Inc. | Sell | -334,477-6.7% |
Q3 2020Sep 30, 2020 | NYCB NY Community Bancorp | Sell | -337,884-6.6% |
Q2 2020Jun 30, 2020 | PTEN Patterson-UTI Energy, Inc. | Buy | +2,815,896+93.4% |
Q2 2020Jun 30, 2020 | BP BP p.l.c. | Buy | +280,001+17.2% |
Q2 2020Jun 30, 2020 | G0585R106 Assured Guaranty | Buy | +75,643+5.2% |
Q2 2020Jun 30, 2020 | KEY KeyCorp | Sell | -28-0.2% |
Q2 2020Jun 30, 2020 | PEP Pepsico, Inc. | Sell | -100-4.8% |
Q2 2020Jun 30, 2020 | SEB Seaboard Corporation | Sell | -260-2.0% |
Q2 2020Jun 30, 2020 | CVX Chevron Corporation | Sell | -428-12.7% |
Q2 2020Jun 30, 2020 | NVS Novartis AG | Sell | -500-2.2% |
Q2 2020Jun 30, 2020 | XOM Exxon Mobil Corporation | Sell | -1,000-5.2% |
Q2 2020Jun 30, 2020 | ZDGE Zedge, Inc. | Sell | -3,840-2.3% |
Q2 2020Jun 30, 2020 | ALC Alcon | Sell - Position Exit | -3,956-100.0% |
Q2 2020Jun 30, 2020 | PFE Pfizer, Inc. | Sell | -5,800-0.8% |
Q2 2020Jun 30, 2020 | RFL Rafael Holdings, Inc. | Sell | -7,721-1.8% |
Q2 2020Jun 30, 2020 | BMY Bristol-Myers Squibb Company | Sell | -10,405-1.0% |
Q2 2020Jun 30, 2020 | TPHS Trinity Place Holdings Inc. | Sell | -13,298-0.8% |
Q2 2020Jun 30, 2020 | VOXX VOXX International Corporation | Sell | -14,426-0.4% |
Q2 2020Jun 30, 2020 | NYCB NY Community Bancorp | Sell | -71,620-1.4% |
Q2 2020Jun 30, 2020 | BB BlackBerry Limited | Sell | -107,300-1.8% |
Q2 2020Jun 30, 2020 | MBI MBIA Inc. | Sell | -129,300-2.5% |
Q2 2020Jun 30, 2020 | HOLX Hologic, Inc. | Sell | -183,986-69.0% |