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 2020Dec 31, 2020 | KEY KeyCorp | Sell - Position Exit | -10,973-100.0% |
Q4 2020Dec 31, 2020 | PFE Pfizer, Inc. | Sell | -17,826-2.6% |
Q4 2020Dec 31, 2020 | ZDGE Zedge, Inc. | Sell | -20,730-13.7% |
Q4 2020Dec 31, 2020 | RFL Rafael Holdings, Inc. | Sell | -61,265-15.5% |
Q4 2020Dec 31, 2020 | BMY Bristol-Myers Squibb Company | Sell | -71,740-7.7% |
Q4 2020Dec 31, 2020 | G0585R106 Assured Guaranty | Sell | -136,110-8.3% |
Q4 2020Dec 31, 2020 | BP BP p.l.c. | Sell | -149,408-7.6% |
Q4 2020Dec 31, 2020 | VOXX VOXX International Corporation | Sell | -480,090-13.6% |
Q4 2020Dec 31, 2020 | NYCB | Sell | -494,306-10.3% |
Q4 2020Dec 31, 2020 | BB BlackBerry Limited | Sell | -709,310-13.0% |
Q4 2020Dec 31, 2020 | PTEN Patterson-UTI Energy, Inc. | Sell | -1,025,221-15.1% |
Q3 2020Sep 30, 2020 | PTEN Patterson-UTI Energy, Inc. | Buy | +952,774+16.3% |
Q3 2020Sep 30, 2020 | G0585R106 Assured Guaranty | Buy | +104,553+6.8% |
Q3 2020Sep 30, 2020 | BP BP p.l.c. | Buy | +66,776+3.5% |
Q3 2020Sep 30, 2020 | PFS Provident Financial Services, I | Buy - Position Entry | +27,472 |
Q3 2020Sep 30, 2020 | DB Deutsche Bank | Buy - Position Entry | +10,000 |
Q3 2020Sep 30, 2020 | CVX Chevron Corporation | Buy | +1,000+33.9% |
Q3 2020Sep 30, 2020 | BRK-B Berkshire Hathaway Inc. New | Sell | -75-2.3% |
Q3 2020Sep 30, 2020 | AAPL Apple Inc. | Sell - Position Exit | -300-100.0% |
Q3 2020Sep 30, 2020 | KEY KeyCorp | Sell | -391-3.4% |
Q3 2020Sep 30, 2020 | HOPE Hope Bancorp, Inc. | Sell | -920-2.9% |
Q3 2020Sep 30, 2020 | SEB Seaboard Corporation | Sell | -1,276-10.3% |
Q3 2020Sep 30, 2020 | NYT New York Times Company (The) | Sell - Position Exit | -1,500-100.0% |
Q3 2020Sep 30, 2020 | VZ Verizon Communications Inc. | Sell | -1,921-10.7% |
Q3 2020Sep 30, 2020 | NAVI Navient Corporation | Sell | -2,000-7.9% |
Q3 2020Sep 30, 2020 | 32112J106 First National Bank Alaska | Sell | -2,040-30.0% |
Q3 2020Sep 30, 2020 | CMCSA Comcast Corporation | Sell | -2,507-28.9% |
Q3 2020Sep 30, 2020 | BAC Bank of America Corporation | Sell | -3,576-20.1% |
Q3 2020Sep 30, 2020 | GBCI Glacier Bancorp, Inc. | Sell - Position Exit | -6,265-100.0% |
Q3 2020Sep 30, 2020 | ZDGE Zedge, Inc. | Sell | -8,367-5.2% |