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 2019Sep 30, 2019 | ZDGE Zedge, Inc. | Buy | +1,379+0.8% |
Q3 2019Sep 30, 2019 | CMCSA Comcast Corporation | Buy | +848+14.1% |
Q3 2019Sep 30, 2019 | AAPL Apple Inc. | Buy - Position Entry | +500 |
Q3 2019Sep 30, 2019 | XOM Exxon Mobil Corporation | Buy | +146+0.8% |
Q3 2019Sep 30, 2019 | BRK-B Berkshire Hathaway Inc. New | Buy | +100+3.1% |
Q3 2019Sep 30, 2019 | SEB Seaboard Corporation | Sell | -29-0.2% |
Q3 2019Sep 30, 2019 | CVX Chevron Corporation | Sell | -200-4.4% |
Q3 2019Sep 30, 2019 | ALC Alcon | Sell | -275-5.3% |
Q3 2019Sep 30, 2019 | BP BP p.l.c. | Sell | -1,530-0.1% |
Q3 2019Sep 30, 2019 | GBCI Glacier Bancorp, Inc. | Sell | -3,889-21.1% |
Q3 2019Sep 30, 2019 | TPHS Trinity Place Holdings Inc. | Sell | -5,665-0.4% |
Q3 2019Sep 30, 2019 | NAVI Navient Corporation | Sell | -12,656-49.7% |
Q3 2019Sep 30, 2019 | HOLX Hologic, Inc. | Sell | -30,165-8.9% |
Q3 2019Sep 30, 2019 | MBI MBIA Inc. | Sell | -35,315-0.6% |
Q3 2019Sep 30, 2019 | NYT New York Times Company (The) | Sell | -131,446-27.8% |
Q2 2019Jun 30, 2019 | MBI MBIA Inc. | Buy | +1,202,254+27.2% |
Q2 2019Jun 30, 2019 | NYCB | Buy | +1,180,860+27.5% |
Q2 2019Jun 30, 2019 | BB BlackBerry Limited | Buy | +1,001,865+22.0% |
Q2 2019Jun 30, 2019 | TPHS Trinity Place Holdings Inc. | Buy | +660,135+69.4% |
Q2 2019Jun 30, 2019 | BMY Bristol-Myers Squibb Company | Buy | +513,930+101.9% |
Q2 2019Jun 30, 2019 | VOXX VOXX International Corporation | Buy | +429,789+12.1% |
Q2 2019Jun 30, 2019 | G0585R106 Assured Guaranty | Buy | +326,930+26.4% |
Q2 2019Jun 30, 2019 | BP BP p.l.c. | Buy | +303,107+22.1% |
Q2 2019Jun 30, 2019 | PFE Pfizer, Inc. | Buy | +272,427+51.1% |
Q2 2019Jun 30, 2019 | PTEN Patterson-UTI Energy, Inc. | Buy | +260,381+15.2% |
Q2 2019Jun 30, 2019 | RFL Rafael Holdings, Inc. | Buy | +119,886+38.4% |
Q2 2019Jun 30, 2019 | ZDGE Zedge, Inc. | Buy | +35,593+26.8% |
Q2 2019Jun 30, 2019 | HOPE Hope Bancorp, Inc. | Buy - Position Entry | +31,920 |
Q2 2019Jun 30, 2019 | GBCI Glacier Bancorp, Inc. | Buy - Position Entry | +18,460 |
Q2 2019Jun 30, 2019 | OBT Orange County Bancorp, Inc. | Buy - Position Entry | +16,400 |