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 2022Dec 31, 2022 | VZ Verizon Communications Inc. | Sell | -310-2.2% |
Q4 2022Dec 31, 2022 | RFL Rafael Holdings, Inc. | Sell | -782-0.3% |
Q4 2022Dec 31, 2022 | NVS Novartis AG | Sell | -1,500-6.5% |
Q4 2022Dec 31, 2022 | HOLX Hologic, Inc. | Sell | -1,600-5.0% |
Q4 2022Dec 31, 2022 | MRK Merck & Company, Inc. | Sell | -2,492-0.4% |
Q4 2022Dec 31, 2022 | NAVI Navient Corporation | Sell | -4,000-14.7% |
Q4 2022Dec 31, 2022 | PFE Pfizer, Inc. | Sell | -4,047-0.4% |
Q4 2022Dec 31, 2022 | BP BP p.l.c. | Sell | -8,222-0.4% |
Q4 2022Dec 31, 2022 | DB Deutsche Bank | Sell - Position Exit | -10,000-100.0% |
Q4 2022Dec 31, 2022 | BMY Bristol-Myers Squibb Company | Sell | -10,092-1.1% |
Q4 2022Dec 31, 2022 | G0585R106 Assured Guaranty | Sell | -21,264-1.7% |
Q4 2022Dec 31, 2022 | HLN Haleon plc | Sell | -31,935-2.2% |
Q4 2022Dec 31, 2022 | BB BlackBerry Limited | Sell | -55,970-3.8% |
Q4 2022Dec 31, 2022 | PTEN Patterson-UTI Energy, Inc. | Sell | -131,457-2.9% |
Q3 2022Sep 30, 2022 | HLN Haleon plc | Buy - Position Entry | +1,442,550 |
Q3 2022Sep 30, 2022 | VOXX VOXX International Corporation | Buy | +266,160+9.9% |
Q3 2022Sep 30, 2022 | NYCB NY Community Bancorp | Buy | +114,738+2.0% |
Q3 2022Sep 30, 2022 | C Citigroup, Inc. | Buy | +47,993+4.3% |
Q3 2022Sep 30, 2022 | GBCI Glacier Bancorp, Inc. | Buy - Position Entry | +4,320 |
Q3 2022Sep 30, 2022 | NAVI Navient Corporation | Buy | +4,000+17.2% |
Q3 2022Sep 30, 2022 | RFL Rafael Holdings, Inc. | Buy | +1,499+0.5% |
Q3 2022Sep 30, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -43-1.4% |
Q3 2022Sep 30, 2022 | SEB Seaboard Corporation | Sell | -51-0.5% |
Q3 2022Sep 30, 2022 | ZDGE Zedge, Inc. | Sell | -109-0.1% |
Q3 2022Sep 30, 2022 | IDT IDT Corporation | Sell | -337-0.1% |
Q3 2022Sep 30, 2022 | GNE Genie Energy Ltd. | Sell | -337-0.1% |
Q3 2022Sep 30, 2022 | VTRS Viatris Inc. | Sell | -747-1.0% |
Q3 2022Sep 30, 2022 | ALC Alcon | Sell - Position Exit | -3,415-100.0% |
Q3 2022Sep 30, 2022 | OGN Organon & Co. | Sell | -4,290-6.4% |
Q3 2022Sep 30, 2022 | BMY Bristol-Myers Squibb Company | Sell | -4,772-0.5% |