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 2018Mar 31, 2018 | BMY Bristol-Myers Squibb Company | Buy | +700+3.7% |
Q1 2018Mar 31, 2018 | SEB Seaboard Corporation | Sell | -50-0.6% |
Q1 2018Mar 31, 2018 | XOM Exxon Mobil Corporation | Sell | -100-0.6% |
Q1 2018Mar 31, 2018 | ZDGE Zedge, Inc. | Sell | -543-0.4% |
Q1 2018Mar 31, 2018 | CMCSA Comcast Corporation | Sell | -680-7.1% |
Q1 2018Mar 31, 2018 | BP BP p.l.c. | Sell | -1,450-0.1% |
Q1 2018Mar 31, 2018 | BAC Bank of America Corporation | Sell | -1,496-5.4% |
Q1 2018Mar 31, 2018 | NVS Novartis AG | Sell | -4,600-17.3% |
Q1 2018Mar 31, 2018 | PFE Pfizer, Inc. | Sell | -4,662-0.8% |
Q1 2018Mar 31, 2018 | NAVI Navient Corporation | Sell | -14,166-26.6% |
Q1 2018Mar 31, 2018 | VOXX VOXX International Corporation | Sell | -19,500-0.5% |
Q1 2018Mar 31, 2018 | PTEN Patterson-UTI Energy, Inc. | Sell | -26,400-1.9% |
Q1 2018Mar 31, 2018 | HOLX Hologic, Inc. | Sell | -33,670-4.9% |
Q1 2018Mar 31, 2018 | BB BlackBerry Limited | Sell | -85,400-1.9% |
Q1 2018Mar 31, 2018 | NYT New York Times Company (The) | Sell | -650,084-22.4% |
Q4 2017Dec 31, 2017 | MBI MBIA Inc. | Buy | +1,613,223+54.2% |
Q4 2017Dec 31, 2017 | G0585R106 Assured Guaranty | Buy | +161,714+18.0% |
Q4 2017Dec 31, 2017 | BB BlackBerry Limited | Buy | +108,800+2.5% |
Q4 2017Dec 31, 2017 | PTEN Patterson-UTI Energy, Inc. | Buy | +105,121+8.2% |
Q4 2017Dec 31, 2017 | VOXX VOXX International Corporation | Buy | +26,323+0.7% |
Q4 2017Dec 31, 2017 | BAC Bank of America Corporation | Buy | +7,333+36.1% |
Q4 2017Dec 31, 2017 | NAVI Navient Corporation | Buy | +1,333+2.6% |
Q4 2017Dec 31, 2017 | NVS Novartis AG | Buy | +466+1.8% |
Q4 2017Dec 31, 2017 | XOM Exxon Mobil Corporation | Buy | +250+1.5% |
Q4 2017Dec 31, 2017 | IBM International Business Machines | Sell - Position Exit | -50-100.0% |
Q4 2017Dec 31, 2017 | SEB Seaboard Corporation | Sell | -50-0.6% |
Q4 2017Dec 31, 2017 | ZDGE Zedge, Inc. | Sell | -111-0.1% |
Q4 2017Dec 31, 2017 | BP BP p.l.c. | Sell | -680-0.0% |
Q4 2017Dec 31, 2017 | PFE Pfizer, Inc. | Sell | -2,889-0.5% |
Q4 2017Dec 31, 2017 | CMCSA Comcast Corporation | Sell | -9,714-50.3% |