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 2014Mar 31, 2014 | MBI MBIA Inc. | Buy | +406,009+19.0% |
Q1 2014Mar 31, 2014 | VOXX VOXX International Corporation | Buy | +403,952+24.1% |
Q1 2014Mar 31, 2014 | ORI Old Republic International Corp | Buy | +267,731+10.9% |
Q1 2014Mar 31, 2014 | BB BlackBerry Limited | Buy | +250,000+125.0% |
Q1 2014Mar 31, 2014 | PFE Pfizer, Inc. | Buy | +213,060+11.2% |
Q1 2014Mar 31, 2014 | HOLX Hologic, Inc. | Buy | +207,409+15.4% |
Q1 2014Mar 31, 2014 | TPHS Trinity Place Holdings Inc. | Buy | +181,550+17.8% |
Q1 2014Mar 31, 2014 | SEB Seaboard Corporation | Buy | +2,527+28.1% |
Q1 2014Mar 31, 2014 | BMY Bristol-Myers Squibb Company | Buy | +2,000+7.2% |
Q1 2014Mar 31, 2014 | NVS Novartis AG | Buy | +700+2.6% |
Q1 2014Mar 31, 2014 | XOM Exxon Mobil Corporation | Buy | +278+1.6% |
Q1 2014Mar 31, 2014 | CMCSA Comcast Corporation | Buy | +150+0.6% |
Q1 2014Mar 31, 2014 | CVX Chevron Corporation | Sell | -300-4.2% |
Q1 2014Mar 31, 2014 | FFIC Flushing Financial Corporation | Sell | -1,000-9.0% |
Q1 2014Mar 31, 2014 | KEY KeyCorp | Sell | -3,430-15.6% |
Q1 2014Mar 31, 2014 | PTEN Patterson-UTI Energy, Inc. | Sell | -89,688-6.4% |
Q4 2013Dec 31, 2013 | TPHS Trinity Place Holdings Inc. | Buy | +575,171+129.9% |
Q4 2013Dec 31, 2013 | NEU NewMarket Corp | Sell | -90-8.3% |
Q4 2013Dec 31, 2013 | CMCSA Comcast Corporation | Sell | -580-2.3% |
Q4 2013Dec 31, 2013 | BMY Bristol-Myers Squibb Company | Sell | -650-2.3% |
Q4 2013Dec 31, 2013 | KEY KeyCorp | Sell | -1,792-7.5% |
Q4 2013Dec 31, 2013 | NVS Novartis AG | Sell | -2,000-6.8% |
Q4 2013Dec 31, 2013 | SEB Seaboard Corporation | Sell | -4,400-32.9% |
Q4 2013Dec 31, 2013 | FFIC Flushing Financial Corporation | Sell | -4,737-29.9% |
Q4 2013Dec 31, 2013 | BB BlackBerry Limited | Sell | -190,000-48.7% |
Q4 2013Dec 31, 2013 | HOLX Hologic, Inc. | Sell | -200,200-12.9% |
Q4 2013Dec 31, 2013 | PTEN Patterson-UTI Energy, Inc. | Sell | -562,200-28.5% |
Q4 2013Dec 31, 2013 | PFE Pfizer, Inc. | Sell | -608,243-24.3% |
Q4 2013Dec 31, 2013 | VOXX VOXX International Corporation | Sell | -657,750-28.1% |
Q4 2013Dec 31, 2013 | MBI MBIA Inc. | Sell | -849,550-28.5% |