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 2018Sep 30, 2018 | CMCSA Comcast Corporation | Sell | -7,504-81.4% |
Q3 2018Sep 30, 2018 | PFE Pfizer, Inc. | Sell | -9,658-1.8% |
Q3 2018Sep 30, 2018 | PTEN Patterson-UTI Energy, Inc. | Sell | -15,900-1.1% |
Q3 2018Sep 30, 2018 | HOLX Hologic, Inc. | Sell | -32,942-5.4% |
Q3 2018Sep 30, 2018 | BB BlackBerry Limited | Sell | -36,150-0.8% |
Q3 2018Sep 30, 2018 | MBI MBIA Inc. | Sell | -62,450-1.4% |
Q3 2018Sep 30, 2018 | NYT New York Times Company (The) | Sell | -352,436-19.6% |
Q2 2018Jun 30, 2018 | NYCB | Buy | +852,998+38.7% |
Q2 2018Jun 30, 2018 | BB BlackBerry Limited | Buy | +144,300+3.2% |
Q2 2018Jun 30, 2018 | PTEN Patterson-UTI Energy, Inc. | Buy | +20,648+1.5% |
Q2 2018Jun 30, 2018 | G0585R106 Assured Guaranty | Buy | +17,668+1.4% |
Q2 2018Jun 30, 2018 | NVS Novartis AG | Buy | +1,200+5.5% |
Q2 2018Jun 30, 2018 | ORI Old Republic International Corp | Buy | +900+1.9% |
Q2 2018Jun 30, 2018 | CMCSA Comcast Corporation | Buy | +300+3.4% |
Q2 2018Jun 30, 2018 | BMY Bristol-Myers Squibb Company | Buy | +200+1.0% |
Q2 2018Jun 30, 2018 | SEB Seaboard Corporation | Sell | -15-0.2% |
Q2 2018Jun 30, 2018 | ZDGE Zedge, Inc. | Sell | -603-0.4% |
Q2 2018Jun 30, 2018 | RFL Rafael Holdings, Inc. | Sell | -904-0.3% |
Q2 2018Jun 30, 2018 | NAVI Navient Corporation | Sell | -944-2.4% |
Q2 2018Jun 30, 2018 | PFE Pfizer, Inc. | Sell | -2,977-0.5% |
Q2 2018Jun 30, 2018 | MBI MBIA Inc. | Sell | -11,900-0.3% |
Q2 2018Jun 30, 2018 | BP BP p.l.c. | Sell | -16,000-1.1% |
Q2 2018Jun 30, 2018 | VOXX VOXX International Corporation | Sell | -25,863-0.7% |
Q2 2018Jun 30, 2018 | HOLX Hologic, Inc. | Sell | -46,970-7.1% |
Q2 2018Jun 30, 2018 | NYT New York Times Company (The) | Sell | -460,450-20.4% |
Q1 2018Mar 31, 2018 | RFL Rafael Holdings, Inc. | Buy - Position Entry | +320,326 |
Q1 2018Mar 31, 2018 | NYCB | Buy | +303,207+16.0% |
Q1 2018Mar 31, 2018 | G0585R106 Assured Guaranty | Buy | +177,543+16.7% |
Q1 2018Mar 31, 2018 | MBI MBIA Inc. | Buy | +35,932+0.8% |
Q1 2018Mar 31, 2018 | CVX Chevron Corporation | Buy | +1,000+24.7% |