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 |
|---|---|---|---|
Q2 2022Jun 30, 2022 | OGN Organon & Co. | Sell | -846-1.3% |
Q2 2022Jun 30, 2022 | VZ Verizon Communications Inc. | Sell | -1,450-9.2% |
Q2 2022Jun 30, 2022 | NAVI Navient Corporation | Sell | -4,500-16.2% |
Q2 2022Jun 30, 2022 | NRIM Northrim BanCorp Inc | Sell - Position Exit | -4,736-100.0% |
Q2 2022Jun 30, 2022 | BB BlackBerry Limited | Sell | -6,127-0.4% |
Q2 2022Jun 30, 2022 | BP BP p.l.c. | Sell | -8,670-0.4% |
Q2 2022Jun 30, 2022 | VTRS Viatris Inc. | Sell | -11,551-13.3% |
Q2 2022Jun 30, 2022 | G0585R106 Assured Guaranty | Sell | -18,495-1.4% |
Q2 2022Jun 30, 2022 | PTEN Patterson-UTI Energy, Inc. | Sell | -1,004,840-17.3% |
Q1 2022Mar 31, 2022 | C Citigroup, Inc. | Buy - Position Entry | +972,147 |
Q1 2022Mar 31, 2022 | MRK Merck & Company, Inc. | Buy - Position Entry | +694,535 |
Q1 2022Mar 31, 2022 | IDT IDT Corporation | Buy - Position Entry | +467,958 |
Q1 2022Mar 31, 2022 | GNE Genie Energy Ltd. | Buy - Position Entry | +323,046 |
Q1 2022Mar 31, 2022 | VOXX VOXX International Corporation | Buy | +303,411+15.0% |
Q1 2022Mar 31, 2022 | WBS Webster Financial Corporation | Buy - Position Entry | +122,196 |
Q1 2022Mar 31, 2022 | NYCB | Buy | +65,730+1.3% |
Q1 2022Mar 31, 2022 | PFE Pfizer, Inc. | Buy | +24,054+2.4% |
Q1 2022Mar 31, 2022 | T AT&T Inc. | Buy - Position Entry | +14,547 |
Q1 2022Mar 31, 2022 | NRIM Northrim BanCorp Inc | Buy - Position Entry | +4,736 |
Q1 2022Mar 31, 2022 | NAVI Navient Corporation | Buy | +4,500+19.3% |
Q1 2022Mar 31, 2022 | BMY Bristol-Myers Squibb Company | Buy | +4,125+0.4% |
Q1 2022Mar 31, 2022 | ALC Alcon | Buy - Position Entry | +3,175 |
Q1 2022Mar 31, 2022 | PG Procter & Gamble Company (The) | Buy - Position Entry | +1,600 |
Q1 2022Mar 31, 2022 | CVX Chevron Corporation | Sell | -100-3.0% |
Q1 2022Mar 31, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -100-3.1% |
Q1 2022Mar 31, 2022 | SEB Seaboard Corporation | Sell | -135-1.3% |
Q1 2022Mar 31, 2022 | XOM Exxon Mobil Corporation | Sell | -300-1.9% |
Q1 2022Mar 31, 2022 | HOLX Hologic, Inc. | Sell | -554-1.7% |
Q1 2022Mar 31, 2022 | OGN Organon & Co. | Sell | -1,466-2.1% |
Q1 2022Mar 31, 2022 | VTRS Viatris Inc. | Sell | -1,520-1.7% |