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

Reductions – Verizon Communications Inc. (VZ), Seaboard Corporation (SEB), Public Service Enterprise Group (PEG), Zedge, Inc. (ZDGE), Rafael Holdings, Inc. (RFL), and 12 more

Complete Exits – The Cigna Group (CI), Capital One Financial Corporati (COF), Weyco Group, Inc. (WEYS), Lifeway Foods, Inc. (LWAY), Garrett Motion Inc. (GTX), and 2 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	Name	Type	Quantity	Value	Remaining
Q3 2024Sep 30, 2024	BAYRY Bayer A.G.	Bayer A.G.	Buy	+785,085+17.9%	$43.70M	5,159,540
Q3 2024Sep 30, 2024	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+184,542+83.5%	$39.00M	405,445
Q3 2024Sep 30, 2024	OGN Organon & Co.	Organon & Co.	Buy	+174,170+10.5%	$35.11M	1,835,193
Q3 2024Sep 30, 2024	DB Deutsche Bank	Deutsche Bank	Buy - Position Entry	+10,000	$173.00K	10,000
Q3 2024Sep 30, 2024	SEIC SEI Investments Company	SEI Investments Company	Buy - Position Entry	+5,147	$356.00K	5,147
Q3 2024Sep 30, 2024	717046106 Peyto Exploration	Peyto Exploration	Buy	+2,000+11.2%	$226.00K	19,807
Q3 2024Sep 30, 2024	GTX Garrett Motion Inc.	Garrett Motion Inc.	Buy	+2,000+16.4%	$116.00K	14,229
Q3 2024Sep 30, 2024	IBM International Business Machines	International Business Machines	Buy - Position Entry	+1,508	$333.75K	1,508
Q3 2024Sep 30, 2024	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+1,072+11.0%	$487.00K	10,846
Q3 2024Sep 30, 2024	AM Antero Midstream Corporation	Antero Midstream Corporation	Buy	+1,050+5.9%	$284.00K	18,856
Q3 2024Sep 30, 2024	WBS Webster Financial Corporation	Webster Financial Corporation	Buy	+615+3.0%	$999.00K	21,437
Q3 2024Sep 30, 2024	CI The Cigna Group	The Cigna Group	Buy	+465+97.7%	$326.00K	941
Q3 2024Sep 30, 2024	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+12+0.7%	$791.78K	1,839
Q3 2024Sep 30, 2024	SEB Seaboard Corporation	Seaboard Corporation	Sell	-191-2.1%	$28.34M	9,034
Q3 2024Sep 30, 2024	BAC Bank of America Corporation	Bank of America Corporation	Sell	-261-1.4%	$737.15K	18,576
Q3 2024Sep 30, 2024	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Sell	-280-16.1%	$270.00K	1,460
Q3 2024Sep 30, 2024	VTRS Viatris Inc.	Viatris Inc.	Sell	-532-3.8%	$158.65K	13,623
Q3 2024Sep 30, 2024	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-722-0.7%	$407.36K	110,148
Q3 2024Sep 30, 2024	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-994-0.1%	$60.80K	1,524,690
Q3 2024Sep 30, 2024	RFL Rafael Holdings, Inc.	Rafael Holdings, Inc.	Sell	-1,088-0.4%	$519.11K	267,596
Q3 2024Sep 30, 2024	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-1,150-0.1%	$42.74M	826,108
Q3 2024Sep 30, 2024	IDT IDT Corporation	IDT Corporation	Sell	-1,279-0.4%	$12.60M	330,228
Q3 2024Sep 30, 2024	GNE Genie Energy Ltd.	Genie Energy Ltd.	Sell	-1,752-0.6%	$4.71M	289,913
Q3 2024Sep 30, 2024	CVX Chevron Corporation	Chevron Corporation	Sell - Position Exit	-1,800-100.0%	$0.00	-
Q3 2024Sep 30, 2024	HLN Haleon plc	Haleon plc	Sell	-4,195-1.7%	$2.56M	241,952
Q3 2024Sep 30, 2024	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-5,405-0.5%	$28.85M	997,025
Q3 2024Sep 30, 2024	G0585R106 Assured Guaranty	Assured Guaranty	Sell	-6,102-2.0%	$23.46M	294,985
Q3 2024Sep 30, 2024	C Citigroup, Inc.	Citigroup, Inc.	Sell	-8,279-0.7%	$74.28M	1,186,573
Q3 2024Sep 30, 2024	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-11,423-1.9%	$65.92M	580,488
Q3 2024Sep 30, 2024	BP BP p.l.c.	BP p.l.c.	Sell	-51,522-3.1%	$49.87M	1,588,880

Page 5 of 38 • 1121 total trades

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