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
Q2 2017Jun 30, 2017	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-717-0.5%	$343.70K	155,236
Q2 2017Jun 30, 2017	NVS Novartis AG	Novartis AG	Sell	-1,700-6.1%	$2.19M	26,211
Q2 2017Jun 30, 2017	IBM International Business Machines	International Business Machines	Sell	-2,460-42.5%	$511.18K	3,323
Q2 2017Jun 30, 2017	BB BlackBerry Limited	BlackBerry Limited	Sell	-5,600-0.1%	$45.16M	4,520,660
Q2 2017Jun 30, 2017	CMCSA Comcast Corporation	Comcast Corporation	Sell	-6,121-22.7%	$813.28K	20,896
Q2 2017Jun 30, 2017	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-9,000-31.5%	$1.09M	19,583
Q2 2017Jun 30, 2017	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-10,700-1.1%	$18.63M	922,906
Q2 2017Jun 30, 2017	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-13,201-1.2%	$7.46M	1,049,050
Q2 2017Jun 30, 2017	NAVI Navient Corporation	Navient Corporation	Sell	-62,755-46.3%	$1.21M	72,738
Q2 2017Jun 30, 2017	NYCB NY Community Bancorp	NY Community Bancorp	Sell	-67,760-3.3%	$25.77M	1,962,891
Q2 2017Jun 30, 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-90,017-13.5%	$19.40M	577,616
Q2 2017Jun 30, 2017	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-118,934-13.0%	$36.28M	799,465
Q2 2017Jun 30, 2017	NYT New York Times Company (The)	New York Times Company (The)	Sell	-261,233-7.1%	$60.82M	3,436,195
Q1 2017Mar 31, 2017	G0585R106 Assured Guaranty	Assured Guaranty	Buy - Position Entry	+385,130	$14.29M	385,130
Q1 2017Mar 31, 2017	BB BlackBerry Limited	BlackBerry Limited	Buy	+170,450+3.9%	$35.08M	4,526,260
Q1 2017Mar 31, 2017	BP BP p.l.c.	BP p.l.c.	Buy	+65,330+5.0%	$47.49M	1,375,690
Q1 2017Mar 31, 2017	MBI MBIA Inc.	MBIA Inc.	Buy	+58,034+1.3%	$37.49M	4,426,198
Q1 2017Mar 31, 2017	VOXX VOXX International Corporation	VOXX International Corporation	Buy	+17,700+1.0%	$9.17M	1,763,561
Q1 2017Mar 31, 2017	CMCSA Comcast Corporation	Comcast Corporation	Buy	+10,687+65.4%	$624.41K	27,017
Q1 2017Mar 31, 2017	NVS Novartis AG	Novartis AG	Buy	+840+3.1%	$2.07M	27,911
Q1 2017Mar 31, 2017	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+600+0.1%	$864.05K	1,062,251
Q1 2017Mar 31, 2017	SEB Seaboard Corporation	Seaboard Corporation	Sell	-37-0.4%	$34.74M	8,333
Q1 2017Mar 31, 2017	IBM International Business Machines	International Business Machines	Sell	-100-1.7%	$1.01M	5,783
Q1 2017Mar 31, 2017	ZDGE Zedge, Inc.	Zedge, Inc.	Sell	-367-0.2%	$478.78K	155,953
Q1 2017Mar 31, 2017	NYT New York Times Company (The)	New York Times Company (The)	Sell	-31,470-0.8%	$53.24M	3,697,428
Q1 2017Mar 31, 2017	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Sell	-46,745-4.8%	$22.66M	933,606
Q1 2017Mar 31, 2017	NAVI Navient Corporation	Navient Corporation	Sell	-46,898-25.7%	$2.00M	135,493
Q1 2017Mar 31, 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-192,657-22.4%	$22.84M	667,633
Q1 2017Mar 31, 2017	NYCB		Sell	-200,612-9.0%	$28.37M	2,030,651
Q1 2017Mar 31, 2017	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-279,005-23.3%	$39.08M	918,399

Page 29 of 38 • 1121 total trades

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