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 2024Sep 30, 2024 | PTEN Patterson-UTI Energy, Inc. | Sell | -74,825-3.2% |
Q3 2024Sep 30, 2024 | VOXX VOXX International Corporation | Sell | -1,657,896-94.1% |
Q3 2024Sep 30, 2024 | MBI MBIA Inc. | Sell - Position Exit | -5,570,263-100.0% |
Q3 2024Sep 30, 2024 | NYCB NY Community Bancorp | Sell | -8,004,436-65.5% |
Q2 2024Jun 30, 2024 | NYCB NY Community Bancorp | Buy | +5,998,313+96.5% |
Q2 2024Jun 30, 2024 | BAYRY Bayer A.G. | Buy | +1,275,315+41.2% |
Q2 2024Jun 30, 2024 | OGN Organon & Co. | Buy | +480,819+40.7% |
Q2 2024Jun 30, 2024 | MBI MBIA Inc. | Buy | +393,650+7.6% |
Q2 2024Jun 30, 2024 | DIS Walt Disney Company (The) | Buy | +126,971+135.2% |
Q2 2024Jun 30, 2024 | NVS Novartis AG | Buy | +2,168+14.1% |
Q2 2024Jun 30, 2024 | SEB Seaboard Corporation | Buy | +173+1.9% |
Q2 2024Jun 30, 2024 | XOM Exxon Mobil Corporation | Buy | +159+1.1% |
Q2 2024Jun 30, 2024 | MSFT Microsoft Corporation | Sell | -75-3.9% |
Q2 2024Jun 30, 2024 | PNC PNC Financial Services Group, I | Sell | -185-9.6% |
Q2 2024Jun 30, 2024 | VZ Verizon Communications Inc. | Sell | -248-2.5% |
Q2 2024Jun 30, 2024 | PG Procter & Gamble Company (The) | Sell | -300-15.0% |
Q2 2024Jun 30, 2024 | NAVI Navient Corporation | Sell | -421-1.9% |
Q2 2024Jun 30, 2024 | CSX CSX Corporation | Sell | -500-1.0% |
Q2 2024Jun 30, 2024 | CI The Cigna Group | Sell | -625-56.8% |
Q2 2024Jun 30, 2024 | HOLX Hologic, Inc. | Sell | -900-3.4% |
Q2 2024Jun 30, 2024 | RFL Rafael Holdings, Inc. | Sell | -1,679-0.6% |
Q2 2024Jun 30, 2024 | GNE Genie Energy Ltd. | Sell | -2,025-0.7% |
Q2 2024Jun 30, 2024 | ZDGE Zedge, Inc. | Sell | -3,974-3.5% |
Q2 2024Jun 30, 2024 | C Citigroup, Inc. | Sell | -4,594-0.4% |
Q2 2024Jun 30, 2024 | BMY Bristol-Myers Squibb Company | Sell | -4,733-0.6% |
Q2 2024Jun 30, 2024 | GBCI Glacier Bancorp, Inc. | Sell - Position Exit | -6,264-100.0% |
Q2 2024Jun 30, 2024 | GTX Garrett Motion Inc. | Sell | -9,252-43.1% |
Q2 2024Jun 30, 2024 | IDT IDT Corporation | Sell | -14,041-4.1% |
Q2 2024Jun 30, 2024 | BAC Bank of America Corporation | Sell | -15,064-44.4% |
Q2 2024Jun 30, 2024 | VTRS Viatris Inc. | Sell | -19,435-57.9% |