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 |
|---|---|---|---|
Q1 2019Mar 31, 2019 | MBI MBIA Inc. | Sell | -119,428-2.6% |
Q1 2019Mar 31, 2019 | HOLX Hologic, Inc. | Sell | -209,704-38.1% |
Q1 2019Mar 31, 2019 | NYT New York Times Company (The) | Sell | -557,610-45.3% |
Q4 2018Dec 31, 2018 | NYCB NY Community Bancorp | Buy | +375,473+9.5% |
Q4 2018Dec 31, 2018 | PTEN Patterson-UTI Energy, Inc. | Buy | +237,437+17.3% |
Q4 2018Dec 31, 2018 | BB BlackBerry Limited | Buy | +14,565+0.3% |
Q4 2018Dec 31, 2018 | XOM Exxon Mobil Corporation | Buy | +3,100+18.5% |
Q4 2018Dec 31, 2018 | SEB Seaboard Corporation | Sell | -85-1.1% |
Q4 2018Dec 31, 2018 | ZDGE Zedge, Inc. | Sell | -426-0.3% |
Q4 2018Dec 31, 2018 | NVS Novartis AG | Sell | -466-2.0% |
Q4 2018Dec 31, 2018 | RFL Rafael Holdings, Inc. | Sell | -640-0.2% |
Q4 2018Dec 31, 2018 | BAC Bank of America Corporation | Sell | -742-3.1% |
Q4 2018Dec 31, 2018 | PFE Pfizer, Inc. | Sell | -2,900-0.5% |
Q4 2018Dec 31, 2018 | BP BP p.l.c. | Sell | -4,080-0.3% |
Q4 2018Dec 31, 2018 | G0585R106 Assured Guaranty | Sell | -9,515-0.7% |
Q4 2018Dec 31, 2018 | TPHS Trinity Place Holdings Inc. | Sell | -12,652-1.3% |
Q4 2018Dec 31, 2018 | MBI MBIA Inc. | Sell | -19,700-0.4% |
Q4 2018Dec 31, 2018 | HOLX Hologic, Inc. | Sell | -27,937-4.8% |
Q4 2018Dec 31, 2018 | VOXX VOXX International Corporation | Sell | -169,416-4.5% |
Q4 2018Dec 31, 2018 | NYT New York Times Company (The) | Sell | -214,354-14.8% |
Q3 2018Sep 30, 2018 | NYCB NY Community Bancorp | Buy | +895,314+29.3% |
Q3 2018Sep 30, 2018 | VOXX VOXX International Corporation | Buy | +155,216+4.3% |
Q3 2018Sep 30, 2018 | BP BP p.l.c. | Buy | +13,757+1.0% |
Q3 2018Sep 30, 2018 | G0585R106 Assured Guaranty | Buy | +13,340+1.1% |
Q3 2018Sep 30, 2018 | XOM Exxon Mobil Corporation | Sell | -212-1.3% |
Q3 2018Sep 30, 2018 | ZDGE Zedge, Inc. | Sell | -798-0.6% |
Q3 2018Sep 30, 2018 | CVX Chevron Corporation | Sell | -900-17.8% |
Q3 2018Sep 30, 2018 | RFL Rafael Holdings, Inc. | Sell | -1,198-0.4% |
Q3 2018Sep 30, 2018 | BAC Bank of America Corporation | Sell | -2,000-7.7% |
Q3 2018Sep 30, 2018 | TPHS Trinity Place Holdings Inc. | Sell | -3,745-0.4% |