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 2025Jun 30, 2025 | PFE Pfizer, Inc. | Sell | -4,200-0.6% |
Q2 2025Jun 30, 2025 | BAC Bank of America Corporation | Sell | -5,388-31.2% |
Q2 2025Jun 30, 2025 | WEYS Weyco Group, Inc. | Sell - Position Exit | -7,197-100.0% |
Q2 2025Jun 30, 2025 | CSX CSX Corporation | Sell | -8,000-16.4% |
Q2 2025Jun 30, 2025 | LWAY Lifeway Foods, Inc. | Sell - Position Exit | -10,000-100.0% |
Q2 2025Jun 30, 2025 | GTX Garrett Motion Inc. | Sell - Position Exit | -12,318-100.0% |
Q2 2025Jun 30, 2025 | PTEN Patterson-UTI Energy, Inc. | Sell | -19,600-1.0% |
Q2 2025Jun 30, 2025 | HOLX Hologic, Inc. | Sell - Position Exit | -19,757-100.0% |
Q2 2025Jun 30, 2025 | BP BP p.l.c. | Sell | -20,595-1.8% |
Q2 2025Jun 30, 2025 | BMY Bristol-Myers Squibb Company | Sell | -46,745-7.8% |
Q2 2025Jun 30, 2025 | HLN Haleon plc | Sell | -65,872-35.7% |
Q2 2025Jun 30, 2025 | G0585R106 Assured Guaranty | Sell | -141,645-76.3% |
Q2 2025Jun 30, 2025 | TPHS Trinity Place Holdings Inc. | Sell - Position Exit | -591,466-100.0% |
Q1 2025Mar 31, 2025 | BAYRY Bayer A.G. | Buy | +2,067,470+45.9% |
Q1 2025Mar 31, 2025 | OGN Organon & Co. | Buy | +926,111+59.1% |
Q1 2025Mar 31, 2025 | NYCB | Buy | +657,285+18.5% |
Q1 2025Mar 31, 2025 | IDT IDT Corporation | Buy | +126,655+53.0% |
Q1 2025Mar 31, 2025 | WEYS Weyco Group, Inc. | Buy - Position Entry | +7,197 |
Q1 2025Mar 31, 2025 | AIG American International Group, I | Buy - Position Entry | +2,349 |
Q1 2025Mar 31, 2025 | CVX Chevron Corporation | Buy - Position Entry | +2,053 |
Q1 2025Mar 31, 2025 | COF Capital One Financial Corporati | Buy - Position Entry | +1,971 |
Q1 2025Mar 31, 2025 | BX Blackstone Inc. | Buy - Position Entry | +1,500 |
Q1 2025Mar 31, 2025 | SEIC SEI Investments Company | Buy | +1,449+28.2% |
Q1 2025Mar 31, 2025 | NVS Novartis AG | Buy | +728+3.4% |
Q1 2025Mar 31, 2025 | 97349V107 Windrock | Buy - Position Entry | +569 |
Q1 2025Mar 31, 2025 | CI The Cigna Group | Sell | -43-4.9% |
Q1 2025Mar 31, 2025 | 89156V106 Tourmaline Oil | Sell | -99-0.6% |
Q1 2025Mar 31, 2025 | PEG Public Service Enterprise Group | Sell | -150-3.3% |
Q1 2025Mar 31, 2025 | XOM Exxon Mobil Corporation | Sell | -156-1.1% |
Q1 2025Mar 31, 2025 | PNC PNC Financial Services Group, I | Sell | -176-10.5% |