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 |
|---|---|---|---|
Q2 2024Jun 30, 2024 | PFE Pfizer, Inc. | Sell | -20,289-2.0% |
Q2 2024Jun 30, 2024 | MRK Merck & Company, Inc. | Sell | -21,904-3.6% |
Q2 2024Jun 30, 2024 | BP BP p.l.c. | Sell | -25,218-1.5% |
Q2 2024Jun 30, 2024 | WBS Webster Financial Corporation | Sell | -77,113-78.7% |
Q2 2024Jun 30, 2024 | HLN Haleon plc | Sell | -228,134-48.1% |
Q2 2024Jun 30, 2024 | PTEN Patterson-UTI Energy, Inc. | Sell | -331,478-12.5% |
Q2 2024Jun 30, 2024 | G0585R106 Assured Guaranty | Sell | -669,493-69.0% |
Q2 2024Jun 30, 2024 | VOXX VOXX International Corporation | Sell | -1,087,822-38.2% |
Q1 2024Mar 31, 2024 | BAYRY Bayer A.G. | Buy | +2,386,640+335.0% |
Q1 2024Mar 31, 2024 | OGN Organon & Co. | Buy | +1,144,894+3242.4% |
Q1 2024Mar 31, 2024 | MBI MBIA Inc. | Buy | +347,007+7.2% |
Q1 2024Mar 31, 2024 | 722524105 Pine Cliff Energy | Buy - Position Entry | +129,731 |
Q1 2024Mar 31, 2024 | DIS Walt Disney Company (The) | Buy - Position Entry | +93,932 |
Q1 2024Mar 31, 2024 | NYCB NY Community Bancorp | Buy | +53,275+0.9% |
Q1 2024Mar 31, 2024 | AR Antero Resources Corporation | Buy - Position Entry | +30,156 |
Q1 2024Mar 31, 2024 | GTX Garrett Motion Inc. | Buy - Position Entry | +21,481 |
Q1 2024Mar 31, 2024 | AM Antero Midstream Corporation | Buy - Position Entry | +17,806 |
Q1 2024Mar 31, 2024 | GBCI Glacier Bancorp, Inc. | Buy - Position Entry | +6,264 |
Q1 2024Mar 31, 2024 | PEG Public Service Enterprise Group | Buy - Position Entry | +4,500 |
Q1 2024Mar 31, 2024 | TPHS Trinity Place Holdings Inc. | Buy | +3,659+0.2% |
Q1 2024Mar 31, 2024 | AAPL Apple Inc. | Buy - Position Entry | +2,492 |
Q1 2024Mar 31, 2024 | PNC PNC Financial Services Group, I | Buy - Position Entry | +1,925 |
Q1 2024Mar 31, 2024 | MSFT Microsoft Corporation | Buy - Position Entry | +1,902 |
Q1 2024Mar 31, 2024 | CI The Cigna Group | Buy - Position Entry | +1,101 |
Q1 2024Mar 31, 2024 | FRFHF Fairfax Financial Holdings Ltd. | Buy - Position Entry | +1,018 |
Q1 2024Mar 31, 2024 | SEB Seaboard Corporation | Buy | +89+1.0% |
Q1 2024Mar 31, 2024 | CVX Chevron Corporation | Sell | -648-26.5% |
Q1 2024Mar 31, 2024 | NAVI Navient Corporation | Sell | -865-3.7% |
Q1 2024Mar 31, 2024 | XOM Exxon Mobil Corporation | Sell | -1,056-6.9% |
Q1 2024Mar 31, 2024 | ZDGE Zedge, Inc. | Sell | -1,133-1.0% |