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 2025Mar 31, 2025 | SEB Seaboard Corporation | Sell | -193-2.1% |
Q1 2025Mar 31, 2025 | WBS Webster Financial Corporation | Sell | -242-0.7% |
Q1 2025Mar 31, 2025 | GTX Garrett Motion Inc. | Sell | -900-6.8% |
Q1 2025Mar 31, 2025 | CSX CSX Corporation | Sell | -1,089-2.2% |
Q1 2025Mar 31, 2025 | NAVI Navient Corporation | Sell | -1,400-6.4% |
Q1 2025Mar 31, 2025 | BAC Bank of America Corporation | Sell | -2,155-11.1% |
Q1 2025Mar 31, 2025 | ZDGE Zedge, Inc. | Sell | -3,444-3.9% |
Q1 2025Mar 31, 2025 | VZ Verizon Communications Inc. | Sell | -3,613-31.5% |
Q1 2025Mar 31, 2025 | DIS Walt Disney Company (The) | Sell | -4,851-1.4% |
Q1 2025Mar 31, 2025 | RFL Rafael Holdings, Inc. | Sell | -5,169-3.1% |
Q1 2025Mar 31, 2025 | AR Antero Resources Corporation | Sell | -5,250-17.4% |
Q1 2025Mar 31, 2025 | HOLX Hologic, Inc. | Sell | -9,834-33.2% |
Q1 2025Mar 31, 2025 | MBI MBIA Inc. | Sell - Position Exit | -10,600-100.0% |
Q1 2025Mar 31, 2025 | TPHS Trinity Place Holdings Inc. | Sell | -12,952-2.1% |
Q1 2025Mar 31, 2025 | GNE Genie Energy Ltd. | Sell | -14,336-6.6% |
Q1 2025Mar 31, 2025 | MRK Merck & Company, Inc. | Sell | -16,633-3.3% |
Q1 2025Mar 31, 2025 | HLN Haleon plc | Sell | -18,724-9.2% |
Q1 2025Mar 31, 2025 | PFE Pfizer, Inc. | Sell | -25,901-3.4% |
Q1 2025Mar 31, 2025 | C Citigroup, Inc. | Sell | -29,976-3.3% |
Q1 2025Mar 31, 2025 | BP BP p.l.c. | Sell | -42,063-3.5% |
Q1 2025Mar 31, 2025 | PTEN Patterson-UTI Energy, Inc. | Sell | -59,111-3.0% |
Q1 2025Mar 31, 2025 | BMY Bristol-Myers Squibb Company | Sell | -92,824-13.4% |
Q1 2025Mar 31, 2025 | G0585R106 Assured Guaranty | Sell | -99,942-35.0% |
Q1 2025Mar 31, 2025 | VOXX VOXX International Corporation | Sell - Position Exit | -114,676-100.0% |
Q4 2024Dec 31, 2024 | 89156V106 Tourmaline Oil | Buy - Position Entry | +17,308 |
Q4 2024Dec 31, 2024 | WBS Webster Financial Corporation | Buy | +11,059+51.6% |
Q4 2024Dec 31, 2024 | VOXX VOXX International Corporation | Buy | +10,868+10.5% |
Q4 2024Dec 31, 2024 | MBI MBIA Inc. | Buy - Position Entry | +10,600 |
Q4 2024Dec 31, 2024 | HOLX Hologic, Inc. | Buy | +4,000+15.6% |
Q4 2024Dec 31, 2024 | NVS Novartis AG | Buy | +3,600+20.5% |