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 2014Sep 30, 2014 | KEY KeyCorp | Sell | -2,996-16.1% |
Q3 2014Sep 30, 2014 | NAVI Navient Corporation | Sell | -12,500-1.4% |
Q3 2014Sep 30, 2014 | NYT New York Times Company (The) | Sell | -84,500-1.9% |
Q3 2014Sep 30, 2014 | BB BlackBerry Limited | Sell | -114,400-6.8% |
Q3 2014Sep 30, 2014 | VOXX VOXX International Corporation | Sell | -125,208-6.1% |
Q3 2014Sep 30, 2014 | PFE Pfizer, Inc. | Sell | -139,328-6.6% |
Q3 2014Sep 30, 2014 | ORI Old Republic International Corp | Sell | -146,750-6.5% |
Q3 2014Sep 30, 2014 | MBI MBIA Inc. | Sell | -185,300-7.3% |
Q3 2014Sep 30, 2014 | NYCB NY Community Bancorp | Sell | -200,350-5.4% |
Q3 2014Sep 30, 2014 | PTEN Patterson-UTI Energy, Inc. | Sell | -277,500-30.7% |
Q2 2014Jun 30, 2014 | BB BlackBerry Limited | Buy | +1,220,450+271.2% |
Q2 2014Jun 30, 2014 | NAVI Navient Corporation | Buy - Position Entry | +912,085 |
Q2 2014Jun 30, 2014 | PFE Pfizer, Inc. | Buy | +11,670+0.6% |
Q2 2014Jun 30, 2014 | IBM International Business Machines | Sell | -25-0.8% |
Q2 2014Jun 30, 2014 | NEU NewMarket Corp | Sell | -50-5.0% |
Q2 2014Jun 30, 2014 | SEB Seaboard Corporation | Sell | -153-1.3% |
Q2 2014Jun 30, 2014 | CMCSA Comcast Corporation | Sell | -241-1.0% |
Q2 2014Jun 30, 2014 | CVX Chevron Corporation | Sell | -400-5.9% |
Q2 2014Jun 30, 2014 | XOM Exxon Mobil Corporation | Sell | -528-2.9% |
Q2 2014Jun 30, 2014 | NVS Novartis AG | Sell | -1,700-6.1% |
Q2 2014Jun 30, 2014 | BMY Bristol-Myers Squibb Company | Sell | -2,000-6.7% |
Q2 2014Jun 30, 2014 | HOLX Hologic, Inc. | Sell | -15,250-1.0% |
Q2 2014Jun 30, 2014 | MBI MBIA Inc. | Sell | -18,500-0.7% |
Q2 2014Jun 30, 2014 | VOXX VOXX International Corporation | Sell | -19,350-0.9% |
Q2 2014Jun 30, 2014 | NYCB | Sell | -53,398-1.4% |
Q2 2014Jun 30, 2014 | NYT New York Times Company (The) | Sell | -257,065-5.4% |
Q2 2014Jun 30, 2014 | PTEN Patterson-UTI Energy, Inc. | Sell | -414,838-31.5% |
Q2 2014Jun 30, 2014 | ORI Old Republic International Corp | Sell | -463,796-17.0% |
Q1 2014Mar 31, 2014 | NYCB | Buy | +508,895+15.6% |
Q1 2014Mar 31, 2014 | NYT New York Times Company (The) | Buy | +507,303+11.9% |