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 |
|---|---|---|---|
Q1 2023Mar 31, 2023 | BB BlackBerry Limited | Sell | -8,053-0.6% |
Q1 2023Mar 31, 2023 | PFE Pfizer, Inc. | Sell | -8,644-0.8% |
Q1 2023Mar 31, 2023 | MRK Merck & Company, Inc. | Sell | -10,159-1.5% |
Q1 2023Mar 31, 2023 | T AT&T Inc. | Sell | -10,694-61.7% |
Q1 2023Mar 31, 2023 | BMY Bristol-Myers Squibb Company | Sell | -13,445-1.5% |
Q1 2023Mar 31, 2023 | GNE Genie Energy Ltd. | Sell | -15,315-4.7% |
Q1 2023Mar 31, 2023 | HLN Haleon plc | Sell | -29,343-2.1% |
Q1 2023Mar 31, 2023 | VOXX VOXX International Corporation | Sell | -31,681-1.1% |
Q1 2023Mar 31, 2023 | MBI MBIA Inc. | Sell | -82,720-1.7% |
Q1 2023Mar 31, 2023 | G0585R106 Assured Guaranty | Sell | -87,259-7.1% |
Q1 2023Mar 31, 2023 | IDT IDT Corporation | Sell | -102,698-21.9% |
Q1 2023Mar 31, 2023 | BP BP p.l.c. | Sell | -205,544-9.5% |
Q1 2023Mar 31, 2023 | PTEN Patterson-UTI Energy, Inc. | Sell | -418,818-9.4% |
Q4 2022Dec 31, 2022 | VOXX VOXX International Corporation | Buy | +72,525+2.5% |
Q4 2022Dec 31, 2022 | TPHS Trinity Place Holdings Inc. | Buy | +38,383+2.6% |
Q4 2022Dec 31, 2022 | BAC Bank of America Corporation | Buy | +32,361+302.2% |
Q4 2022Dec 31, 2022 | NYCB | Buy | +25,627+0.4% |
Q4 2022Dec 31, 2022 | 717046106 Peyto Exploration | Buy | +17,807+50.9% |
Q4 2022Dec 31, 2022 | MBI MBIA Inc. | Buy | +6,808+0.1% |
Q4 2022Dec 31, 2022 | C Citigroup, Inc. | Buy | +5,741+0.5% |
Q4 2022Dec 31, 2022 | GNE Genie Energy Ltd. | Buy | +3,100+1.0% |
Q4 2022Dec 31, 2022 | WBS Webster Financial Corporation | Buy | +2,429+2.1% |
Q4 2022Dec 31, 2022 | CMCSA Comcast Corporation | Buy | +1,164+16.5% |
Q4 2022Dec 31, 2022 | IDT IDT Corporation | Buy | +1,100+0.2% |
Q4 2022Dec 31, 2022 | T AT&T Inc. | Buy | +575+3.4% |
Q4 2022Dec 31, 2022 | ZDGE Zedge, Inc. | Buy | +368+0.3% |
Q4 2022Dec 31, 2022 | OGN Organon & Co. | Buy | +366+0.6% |
Q4 2022Dec 31, 2022 | SEB Seaboard Corporation | Buy | +98+1.0% |
Q4 2022Dec 31, 2022 | XOM Exxon Mobil Corporation | Sell | -48-0.3% |
Q4 2022Dec 31, 2022 | VTRS Viatris Inc. | Sell | -288-0.4% |