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 |
|---|---|---|---|
Q4 2024Dec 31, 2024 | 32112J106 First National Bank Alaska | Buy | +1,520+31.9% |
Q4 2024Dec 31, 2024 | BAC Bank of America Corporation | Buy | +854+4.6% |
Q4 2024Dec 31, 2024 | VZ Verizon Communications Inc. | Buy | +630+5.8% |
Q4 2024Dec 31, 2024 | AAPL Apple Inc. | Buy | +300+12.0% |
Q4 2024Dec 31, 2024 | PNC PNC Financial Services Group, I | Buy | +213+14.6% |
Q4 2024Dec 31, 2024 | PEG Public Service Enterprise Group | Buy | +24+0.5% |
Q4 2024Dec 31, 2024 | SEB Seaboard Corporation | Sell | -16-0.2% |
Q4 2024Dec 31, 2024 | CI The Cigna Group | Sell | -57-6.1% |
Q4 2024Dec 31, 2024 | PEP Pepsico, Inc. | Sell | -100-5.3% |
Q4 2024Dec 31, 2024 | XOM Exxon Mobil Corporation | Sell | -352-2.5% |
Q4 2024Dec 31, 2024 | GTX Garrett Motion Inc. | Sell | -1,011-7.1% |
Q4 2024Dec 31, 2024 | G0585R106 Assured Guaranty | Sell | -9,412-3.2% |
Q4 2024Dec 31, 2024 | VTRS Viatris Inc. | Sell - Position Exit | -13,623-100.0% |
Q4 2024Dec 31, 2024 | ZDGE Zedge, Inc. | Sell | -21,083-19.1% |
Q4 2024Dec 31, 2024 | HLN Haleon plc | Sell | -38,919-16.1% |
Q4 2024Dec 31, 2024 | DIS Walt Disney Company (The) | Sell | -52,419-12.9% |
Q4 2024Dec 31, 2024 | MRK Merck & Company, Inc. | Sell | -71,580-12.3% |
Q4 2024Dec 31, 2024 | GNE Genie Energy Ltd. | Sell | -72,969-25.2% |
Q4 2024Dec 31, 2024 | IDT IDT Corporation | Sell | -91,347-27.7% |
Q4 2024Dec 31, 2024 | RFL Rafael Holdings, Inc. | Sell | -100,135-37.4% |
Q4 2024Dec 31, 2024 | 722524105 Pine Cliff Energy | Sell - Position Exit | -129,731-100.0% |
Q4 2024Dec 31, 2024 | BMY Bristol-Myers Squibb Company | Sell | -135,856-16.4% |
Q4 2024Dec 31, 2024 | PFE Pfizer, Inc. | Sell | -235,935-23.7% |
Q4 2024Dec 31, 2024 | PTEN Patterson-UTI Energy, Inc. | Sell | -249,658-11.1% |
Q4 2024Dec 31, 2024 | OGN Organon & Co. | Sell | -267,920-14.6% |
Q4 2024Dec 31, 2024 | C Citigroup, Inc. | Sell | -279,794-23.6% |
Q4 2024Dec 31, 2024 | BP BP p.l.c. | Sell | -396,850-25.0% |
Q4 2024Dec 31, 2024 | NYCB NY Community Bancorp | Sell | -647,465-15.4% |
Q4 2024Dec 31, 2024 | BAYRY Bayer A.G. | Sell | -653,317-12.7% |
Q4 2024Dec 31, 2024 | TPHS Trinity Place Holdings Inc. | Sell | -920,272-60.4% |