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 2013Dec 31, 2013	NYCB		Sell	-877,620-21.2%	$55.09M	3,269,666
Q4 2013Dec 31, 2013	ORI Old Republic International Corp	Old Republic International Corp	Sell	-963,218-28.1%	$42.51M	2,461,710
Q4 2013Dec 31, 2013	NYT New York Times Company (The)	New York Times Company (The)	Sell	-1,178,200-21.7%	$67.63M	4,261,658
Q3 2013Sep 30, 2013	BB BlackBerry Limited	BlackBerry Limited	Buy - Position Entry	+390,000	$3.10M	390,000
Q3 2013Sep 30, 2013	NYCB NY Community Bancorp	NY Community Bancorp	Buy	+141,049+3.5%	$62.67M	4,147,286
Q3 2013Sep 30, 2013	NYT New York Times Company (The)	New York Times Company (The)	Buy	+54,050+1.0%	$68.38M	5,439,858
Q3 2013Sep 30, 2013	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+30,600+1.6%	$42.13M	1,970,480
Q3 2013Sep 30, 2013	MBI MBIA Inc.	MBIA Inc.	Buy	+17,430+0.6%	$30.53M	2,984,780
Q3 2013Sep 30, 2013	ORI Old Republic International Corp	Old Republic International Corp	Buy	+12,411+0.4%	$52.74M	3,424,928
Q3 2013Sep 30, 2013	HOLX Hologic, Inc.	Hologic, Inc.	Buy	+7,900+0.5%	$32.00M	1,549,770
Q3 2013Sep 30, 2013	NEU NewMarket Corp	NewMarket Corp	Sell	-65-5.6%	$313.82K	1,090
Q3 2013Sep 30, 2013	VOXX VOXX International Corporation	VOXX International Corporation	Sell	-300-0.0%	$32.02M	2,337,092
Q3 2013Sep 30, 2013	CMCSA Comcast Corporation	Comcast Corporation	Sell	-360-1.4%	$1.12M	24,924
Q3 2013Sep 30, 2013	SEB Seaboard Corporation	Seaboard Corporation	Sell	-618-4.4%	$36.78M	13,386
Q3 2013Sep 30, 2013	CVX Chevron Corporation	Chevron Corporation	Sell	-880-11.0%	$861.19K	7,088
Q3 2013Sep 30, 2013	NVS Novartis AG	Novartis AG	Sell	-1,000-3.3%	$2.25M	29,368
Q3 2013Sep 30, 2013	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Sell - Position Exit	-2,000-100.0%	$0.00	-
Q3 2013Sep 30, 2013	KEY KeyCorp	KeyCorp	Sell	-2,245-8.6%	$271.22K	23,791
Q3 2013Sep 30, 2013	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-27,133-48.9%	$1.31M	28,300
Q3 2013Sep 30, 2013	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-33,620-1.3%	$72.04M	2,508,002
Q3 2013Sep 30, 2013	FFIC Flushing Financial Corporation	Flushing Financial Corporation	Sell	-52,623-76.8%	$292.54K	15,856
Q2 2013Jun 30, 2013	NYT New York Times Company (The)	New York Times Company (The)	Buy - Position Entry	+5,385,808	$59.57M	5,385,808
Q2 2013Jun 30, 2013	NYCB		Buy - Position Entry	+4,006,237	$56.09M	4,006,237
Q2 2013Jun 30, 2013	ORI Old Republic International Corp	Old Republic International Corp	Buy - Position Entry	+3,412,517	$43.92M	3,412,517
Q2 2013Jun 30, 2013	MBI MBIA Inc.	MBIA Inc.	Buy - Position Entry	+2,967,350	$39.50M	2,967,350
Q2 2013Jun 30, 2013	PFE Pfizer, Inc.	Pfizer, Inc.	Buy - Position Entry	+2,541,622	$71.19M	2,541,622
Q2 2013Jun 30, 2013	VOXX VOXX International Corporation	VOXX International Corporation	Buy - Position Entry	+2,337,392	$28.68M	2,337,392
Q2 2013Jun 30, 2013	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy - Position Entry	+1,939,880	$37.55M	1,939,880
Q2 2013Jun 30, 2013	HOLX Hologic, Inc.	Hologic, Inc.	Buy - Position Entry	+1,541,870	$29.76M	1,541,870
Q2 2013Jun 30, 2013	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy - Position Entry	+442,842	$2.18M	442,842

Page 37 of 38 • 1121 total trades

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