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 2019Jun 30, 2019 | LWAY Lifeway Foods, Inc. | Buy - Position Entry | +10,000 |
Q2 2019Jun 30, 2019 | VZ Verizon Communications Inc. | Buy - Position Entry | +8,362 |
Q2 2019Jun 30, 2019 | 32112J106 First National Bank Alaska | Buy - Position Entry | +6,810 |
Q2 2019Jun 30, 2019 | SEB Seaboard Corporation | Buy | +5,925+80.9% |
Q2 2019Jun 30, 2019 | ALC Alcon | Buy - Position Entry | +5,151 |
Q2 2019Jun 30, 2019 | CMCSA Comcast Corporation | Buy | +4,346+261.2% |
Q2 2019Jun 30, 2019 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +3,200 |
Q2 2019Jun 30, 2019 | NVS Novartis AG | Buy | +3,029+13.3% |
Q2 2019Jun 30, 2019 | BAC Bank of America Corporation | Buy | +2,118+17.5% |
Q2 2019Jun 30, 2019 | ED Consolidated Edison, Inc. | Buy - Position Entry | +1,674 |
Q2 2019Jun 30, 2019 | CVX Chevron Corporation | Buy | +428+10.3% |
Q2 2019Jun 30, 2019 | XOM Exxon Mobil Corporation | Sell | -600-3.1% |
Q2 2019Jun 30, 2019 | HOLX Hologic, Inc. | Sell | -742-0.2% |
Q2 2019Jun 30, 2019 | ORI Old Republic International Corp | Sell - Position Exit | -48,900-100.0% |
Q2 2019Jun 30, 2019 | NYT New York Times Company (The) | Sell | -200,240-29.8% |
Q1 2019Mar 31, 2019 | BMY Bristol-Myers Squibb Company | Buy | +484,400+2428.1% |
Q1 2019Mar 31, 2019 | PTEN Patterson-UTI Energy, Inc. | Buy | +101,332+6.3% |
Q1 2019Mar 31, 2019 | CMCSA Comcast Corporation | Sell | -56-3.3% |
Q1 2019Mar 31, 2019 | XOM Exxon Mobil Corporation | Sell | -248-1.3% |
Q1 2019Mar 31, 2019 | SEB Seaboard Corporation | Sell | -364-4.7% |
Q1 2019Mar 31, 2019 | PFE Pfizer, Inc. | Sell | -820-0.2% |
Q1 2019Mar 31, 2019 | ZDGE Zedge, Inc. | Sell | -3,699-2.7% |
Q1 2019Mar 31, 2019 | RFL Rafael Holdings, Inc. | Sell | -5,549-1.7% |
Q1 2019Mar 31, 2019 | BAC Bank of America Corporation | Sell | -11,287-48.3% |
Q1 2019Mar 31, 2019 | NAVI Navient Corporation | Sell | -12,750-33.4% |
Q1 2019Mar 31, 2019 | G0585R106 Assured Guaranty | Sell | -22,065-1.7% |
Q1 2019Mar 31, 2019 | BB BlackBerry Limited | Sell | -24,400-0.5% |
Q1 2019Mar 31, 2019 | BP BP p.l.c. | Sell | -28,285-2.0% |
Q1 2019Mar 31, 2019 | NYCB | Sell | -40,448-0.9% |
Q1 2019Mar 31, 2019 | VOXX VOXX International Corporation | Sell | -80,905-2.2% |