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

Reductions – Verizon Communications Inc. (VZ), Seaboard Corporation (SEB), Public Service Enterprise Group (PEG), Zedge, Inc. (ZDGE), Rafael Holdings, Inc. (RFL), and 12 more

Complete Exits – The Cigna Group (CI), Capital One Financial Corporati (COF), Weyco Group, Inc. (WEYS), Lifeway Foods, Inc. (LWAY), Garrett Motion Inc. (GTX), and 2 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	Name	Type	Quantity	Value	Remaining
Q4 2017Dec 31, 2017	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-40,149-5.5%	$29.57M	691,667
Q4 2017Dec 31, 2017	NYCB NY Community Bancorp	NY Community Bancorp	Sell	-53,181-2.7%	$24.74M	1,900,387
Q4 2017Dec 31, 2017	NYT New York Times Company (The)	New York Times Company (The)	Sell	-205,771-6.6%	$53.79M	2,907,446
Q3 2017Sep 30, 2017	VOXX VOXX International Corporation	VOXX International Corporation	Buy	+1,343,600+58.2%	$31.22M	3,651,902
Q3 2017Sep 30, 2017	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+363,985+39.4%	$26.95M	1,286,891
Q3 2017Sep 30, 2017	G0585R106 Assured Guaranty	Assured Guaranty	Buy	+124,130+16.0%	$34.01M	900,835
Q3 2017Sep 30, 2017	BP BP p.l.c.	BP p.l.c.	Buy	+9,035+0.6%	$54.10M	1,407,735
Q3 2017Sep 30, 2017	NVS Novartis AG	Novartis AG	Sell	-67-0.3%	$2.24M	26,144
Q3 2017Sep 30, 2017	SEB Seaboard Corporation	Seaboard Corporation	Sell	-388-4.7%	$35.54M	7,889
Q3 2017Sep 30, 2017	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-450-2.6%	$1.38M	16,784
Q3 2017Sep 30, 2017	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-533-2.7%	$1.21M	19,050
Q3 2017Sep 30, 2017	CMCSA Comcast Corporation	Comcast Corporation	Sell	-1,578-7.6%	$743.36K	19,318
Q3 2017Sep 30, 2017	IBM International Business Machines	International Business Machines	Sell	-3,273-98.5%	$7.25K	50
Q3 2017Sep 30, 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-7,334-26.5%	$514.15K	20,290
Q3 2017Sep 30, 2017	NYCB		Sell	-9,323-0.5%	$25.18M	1,953,568
Q3 2017Sep 30, 2017	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-16,318-10.5%	$266.72K	138,918
Q3 2017Sep 30, 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-20,121-3.5%	$19.90M	557,495
Q3 2017Sep 30, 2017	NAVI Navient Corporation	Navient Corporation	Sell	-20,755-28.5%	$780.78K	51,983
Q3 2017Sep 30, 2017	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-67,649-8.5%	$26.85M	731,816
Q3 2017Sep 30, 2017	BB BlackBerry Limited	BlackBerry Limited	Sell	-80,550-1.8%	$49.64M	4,440,110
Q3 2017Sep 30, 2017	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-80,921-7.7%	$6.80M	968,129
Q3 2017Sep 30, 2017	NYT New York Times Company (The)	New York Times Company (The)	Sell	-322,978-9.4%	$61.02M	3,113,217
Q3 2017Sep 30, 2017	MBI MBIA Inc.	MBIA Inc.	Sell	-1,506,793-33.6%	$37.73M	2,976,805
Q2 2017Jun 30, 2017	VOXX VOXX International Corporation	VOXX International Corporation	Buy	+544,741+30.9%	$18.93M	2,308,302
Q2 2017Jun 30, 2017	G0585R106 Assured Guaranty	Assured Guaranty	Buy	+391,575+101.7%	$32.42M	776,705
Q2 2017Jun 30, 2017	MBI MBIA Inc.	MBIA Inc.	Buy	+57,400+1.3%	$42.28M	4,483,598
Q2 2017Jun 30, 2017	BP BP p.l.c.	BP p.l.c.	Buy	+23,010+1.7%	$48.46M	1,398,700
Q2 2017Jun 30, 2017	SEB Seaboard Corporation	Seaboard Corporation	Sell	-56-0.7%	$33.07M	8,277
Q2 2017Jun 30, 2017	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-100-0.6%	$1.39M	17,234
Q2 2017Jun 30, 2017	CVX Chevron Corporation	Chevron Corporation	Sell	-300-6.9%	$422.33K	4,048

Page 28 of 38 • 1121 total trades

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