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 2015Sep 30, 2015 | NYCB NY Community Bancorp | Sell | -289,175-9.4% |
Q2 2015Jun 30, 2015 | MBI MBIA Inc. | Buy | +1,499,964+76.5% |
Q2 2015Jun 30, 2015 | BB BlackBerry Limited | Buy | +943,149+40.0% |
Q2 2015Jun 30, 2015 | PTEN Patterson-UTI Energy, Inc. | Buy | +40,068+4.1% |
Q2 2015Jun 30, 2015 | TPHS Trinity Place Holdings Inc. | Buy | +17,477+1.5% |
Q2 2015Jun 30, 2015 | BMY Bristol-Myers Squibb Company | Buy | +400+1.4% |
Q2 2015Jun 30, 2015 | NEU NewMarket Corp | Sell | -10-1.1% |
Q2 2015Jun 30, 2015 | SEB Seaboard Corporation | Sell | -189-2.1% |
Q2 2015Jun 30, 2015 | KEY KeyCorp | Sell | -856-5.9% |
Q2 2015Jun 30, 2015 | CVX Chevron Corporation | Sell | -1,100-18.4% |
Q2 2015Jun 30, 2015 | CMCSA Comcast Corporation | Sell | -2,548-10.4% |
Q2 2015Jun 30, 2015 | NVS Novartis AG | Sell | -2,825-9.1% |
Q2 2015Jun 30, 2015 | FFIC Flushing Financial Corporation | Sell | -6,074-39.1% |
Q2 2015Jun 30, 2015 | HOLX Hologic, Inc. | Sell | -17,990-1.3% |
Q2 2015Jun 30, 2015 | VOXX VOXX International Corporation | Sell | -27,126-1.7% |
Q2 2015Jun 30, 2015 | PFE Pfizer, Inc. | Sell | -36,141-2.0% |
Q2 2015Jun 30, 2015 | NYT New York Times Company (The) | Sell | -58,591-1.5% |
Q2 2015Jun 30, 2015 | NYCB | Sell | -178,892-5.5% |
Q2 2015Jun 30, 2015 | NAVI Navient Corporation | Sell | -271,046-44.7% |
Q2 2015Jun 30, 2015 | ORI Old Republic International Corp | Sell | -758,725-40.5% |
Q1 2015Mar 31, 2015 | BB BlackBerry Limited | Buy | +513,518+27.8% |
Q1 2015Mar 31, 2015 | PTEN Patterson-UTI Energy, Inc. | Buy | +89,214+10.0% |
Q1 2015Mar 31, 2015 | KEY KeyCorp | Sell | -676-4.4% |
Q1 2015Mar 31, 2015 | SEB Seaboard Corporation | Sell | -863-8.8% |
Q1 2015Mar 31, 2015 | CMCSA Comcast Corporation | Sell | -987-3.9% |
Q1 2015Mar 31, 2015 | TPHS Trinity Place Holdings Inc. | Sell | -6,250-0.5% |
Q1 2015Mar 31, 2015 | MBI MBIA Inc. | Sell | -20,450-1.0% |
Q1 2015Mar 31, 2015 | HOLX Hologic, Inc. | Sell | -42,640-3.0% |
Q1 2015Mar 31, 2015 | PFE Pfizer, Inc. | Sell | -72,201-3.8% |
Q1 2015Mar 31, 2015 | ORI Old Republic International Corp | Sell | -89,333-4.6% |