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 |
|---|---|---|---|
Q4 2023Dec 31, 2023 | ZDGE Zedge, Inc. | Sell | -457-0.4% |
Q4 2023Dec 31, 2023 | SEB Seaboard Corporation | Sell | -511-5.4% |
Q4 2023Dec 31, 2023 | CVX Chevron Corporation | Sell | -800-24.6% |
Q4 2023Dec 31, 2023 | RFL Rafael Holdings, Inc. | Sell | -1,144-0.4% |
Q4 2023Dec 31, 2023 | GNE Genie Energy Ltd. | Sell | -1,672-0.6% |
Q4 2023Dec 31, 2023 | IDT IDT Corporation | Sell | -1,971-0.6% |
Q4 2023Dec 31, 2023 | NVS Novartis AG | Sell | -3,515-16.3% |
Q4 2023Dec 31, 2023 | WBS Webster Financial Corporation | Sell | -5,339-5.0% |
Q4 2023Dec 31, 2023 | C Citigroup, Inc. | Sell | -6,316-0.5% |
Q4 2023Dec 31, 2023 | MRK Merck & Company, Inc. | Sell | -14,252-2.2% |
Q4 2023Dec 31, 2023 | VOXX VOXX International Corporation | Sell | -15,048-0.5% |
Q4 2023Dec 31, 2023 | OGN Organon & Co. | Sell | -16,036-31.2% |
Q4 2023Dec 31, 2023 | VTRS Viatris Inc. | Sell | -16,632-24.1% |
Q4 2023Dec 31, 2023 | BMY Bristol-Myers Squibb Company | Sell | -17,783-2.1% |
Q4 2023Dec 31, 2023 | PFE Pfizer, Inc. | Sell | -30,078-2.8% |
Q4 2023Dec 31, 2023 | G0585R106 Assured Guaranty | Sell | -34,767-3.4% |
Q4 2023Dec 31, 2023 | BP BP p.l.c. | Sell | -59,780-3.4% |
Q4 2023Dec 31, 2023 | BB BlackBerry Limited | Sell | -123,232-8.9% |
Q4 2023Dec 31, 2023 | NYCB NY Community Bancorp | Sell | -133,885-2.1% |
Q4 2023Dec 31, 2023 | PTEN Patterson-UTI Energy, Inc. | Sell | -139,721-3.8% |
Q4 2023Dec 31, 2023 | HLN Haleon plc | Sell | -386,789-37.5% |
Q3 2023Sep 30, 2023 | CSX CSX Corporation | Buy - Position Entry | +50,428 |
Q3 2023Sep 30, 2023 | C Citigroup, Inc. | Buy | +8,878+0.7% |
Q3 2023Sep 30, 2023 | BAC Bank of America Corporation | Buy | +5,592+17.2% |
Q3 2023Sep 30, 2023 | CMCSA Comcast Corporation | Buy | +4,796+324.9% |
Q3 2023Sep 30, 2023 | XOM Exxon Mobil Corporation | Buy | +1,482+10.6% |
Q3 2023Sep 30, 2023 | PG Procter & Gamble Company (The) | Buy | +100+5.3% |
Q3 2023Sep 30, 2023 | SEB Seaboard Corporation | Sell | -86-0.9% |
Q3 2023Sep 30, 2023 | VZ Verizon Communications Inc. | Sell | -556-4.2% |
Q3 2023Sep 30, 2023 | ZDGE Zedge, Inc. | Sell | -1,351-1.1% |