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
Q1 2015Mar 31, 2015	NYT New York Times Company (The)	New York Times Company (The)	Sell	-128,950-3.1%	$55.07M	4,002,423
Q1 2015Mar 31, 2015	NYCB		Sell	-139,766-4.1%	$54.19M	3,239,116
Q1 2015Mar 31, 2015	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-142,213-8.3%	$14.30M	1,561,046
Q1 2015Mar 31, 2015	NAVI Navient Corporation	Navient Corporation	Sell	-242,903-28.6%	$12.33M	606,580
Q4 2014Dec 31, 2014	BB BlackBerry Limited	BlackBerry Limited	Buy	+289,960+18.6%	$20.27M	1,846,010
Q4 2014Dec 31, 2014	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+264,355+42.2%	$14.78M	890,609
Q4 2014Dec 31, 2014	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+750+2.7%	$1.68M	28,400
Q4 2014Dec 31, 2014	NVS Novartis AG	Novartis AG	Buy	+600+2.0%	$2.87M	30,968
Q4 2014Dec 31, 2014	NEU NewMarket Corp	NewMarket Corp	Sell	-20-2.2%	$355.11K	880
Q4 2014Dec 31, 2014	IBM International Business Machines	International Business Machines	Sell	-100-1.4%	$1.15M	7,158
Q4 2014Dec 31, 2014	KEY KeyCorp	KeyCorp	Sell	-373-2.4%	$211.28K	15,200
Q4 2014Dec 31, 2014	CVX Chevron Corporation	Chevron Corporation	Sell	-400-6.3%	$671.73K	5,988
Q4 2014Dec 31, 2014	SEB Seaboard Corporation	Seaboard Corporation	Sell	-849-8.0%	$41.19M	9,811
Q4 2014Dec 31, 2014	CMCSA Comcast Corporation	Comcast Corporation	Sell	-938-3.5%	$1.48M	25,497
Q4 2014Dec 31, 2014	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Sell	-38,097-3.2%	$8.13M	1,161,466
Q4 2014Dec 31, 2014	NAVI Navient Corporation	Navient Corporation	Sell	-50,102-5.6%	$18.36M	849,483
Q4 2014Dec 31, 2014	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-101,944-5.1%	$58.66M	1,883,217
Q4 2014Dec 31, 2014	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-120,717-7.8%	$11.81M	1,420,442
Q4 2014Dec 31, 2014	NYCB		Sell	-145,931-4.1%	$54.06M	3,378,882
Q4 2014Dec 31, 2014	ORI Old Republic International Corp	Old Republic International Corp	Sell	-155,680-7.3%	$28.72M	1,963,215
Q4 2014Dec 31, 2014	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-235,477-12.1%	$14.92M	1,703,259
Q4 2014Dec 31, 2014	NYT New York Times Company (The)	New York Times Company (The)	Sell	-296,023-6.7%	$54.62M	4,131,373
Q4 2014Dec 31, 2014	MBI MBIA Inc.	MBIA Inc.	Sell	-355,597-15.2%	$18.91M	1,981,842
Q3 2014Sep 30, 2014	FFIC Flushing Financial Corporation	Flushing Financial Corporation	Buy	+5,400+53.4%	$283.53K	15,519
Q3 2014Sep 30, 2014	NVS Novartis AG	Novartis AG	Buy	+4,000+15.2%	$2.86M	30,368
Q3 2014Sep 30, 2014	IBM International Business Machines	International Business Machines	Buy	+4,000+122.8%	$1.38M	7,258
Q3 2014Sep 30, 2014	CMCSA Comcast Corporation	Comcast Corporation	Buy	+2,182+9.0%	$1.42M	26,435
Q3 2014Sep 30, 2014	NEU NewMarket Corp	NewMarket Corp	Sell	-50-5.3%	$342.92K	900
Q3 2014Sep 30, 2014	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-570-0.0%	$37.50M	1,541,159
Q3 2014Sep 30, 2014	SEB Seaboard Corporation	Seaboard Corporation	Sell	-700-6.2%	$28.52M	10,660

Page 34 of 38 • 1121 total trades

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