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 |
|---|---|---|---|
Q2 2013Jun 30, 2013 | FFIC Flushing Financial Corporation | Buy - Position Entry | +68,479 |
Q2 2013Jun 30, 2013 | BMY Bristol-Myers Squibb Company | Buy - Position Entry | +55,433 |
Q2 2013Jun 30, 2013 | NVS Novartis AG | Buy - Position Entry | +30,368 |
Q2 2013Jun 30, 2013 | KEY KeyCorp | Buy - Position Entry | +26,036 |
Q2 2013Jun 30, 2013 | CMCSA Comcast Corporation | Buy - Position Entry | +25,284 |
Q2 2013Jun 30, 2013 | XOM Exxon Mobil Corporation | Buy - Position Entry | +17,934 |
Q2 2013Jun 30, 2013 | SEB Seaboard Corporation | Buy - Position Entry | +14,004 |
Q2 2013Jun 30, 2013 | CVX Chevron Corporation | Buy - Position Entry | +7,968 |
Q2 2013Jun 30, 2013 | IBM International Business Machines | Buy - Position Entry | +3,283 |
Q2 2013Jun 30, 2013 | TRV The Travelers Companies, Inc. | Buy - Position Entry | +2,000 |
Q2 2013Jun 30, 2013 | NEU NewMarket Corp | Buy - Position Entry | +1,155 |