Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $564.70M≈ (+$33M≈)
- Previous value:
- $531.80M≈
- # of changes:
- 42
- New positions:
- 1
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 12 Feb 2026
Kahn Brothers Group has disclosed a total of 42 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 16, bought 1 totally new and decreased the number of shares of 25 position(s).
What stocks did Kahn Brothers Group buy in 2025 Q4?
During 2025 Q4 Kahn Brothers Group has bought 17 securities out of which top 5 purchases (by % change to portfolio) were (GOOG) Alphabet Inc, CL-C (added shares +0.52%), (OGN) Organon & Co (added shares +0.35%), (SEG) Seaport Entertainment Group Inc (added shares +0.48%), (XOM) Exxon Mobil Corp (added shares +12.67%) and (TRMLF) Tourmaline Oil Corp (added shares +10.45%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -0.04%), (BAYRY) Bayer AG PK (reduced shares -0.49%), (FLG) Flagstar Financial, Inc (reduced shares -2.78%), (MRK) Merck & Company Inc (reduced shares -0.84%) and (DIS) Walt Disney Company (reduced shares -0.04%).
42 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Tphgreenwich Trust Uni
|
new
|
+166,999
|
166,999
|
|
|
|
0.00%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
PNC Financial Services Group Inc
|
+54.91%
|
+800
|
2,257
|
+0.03%
|
$208.73
|
+19.69%($249.82)
|
0.08%
|
2024 Q1
|
≈ 2.00 years
|
|
|
|
Blackstone Group Inc
|
+53.33%
|
+800
|
2,300
|
+0.02%
|
$154.14
|
-16.62%($128.52)
|
0.06%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
Brookfield Corp
|
+50.00%
|
+1,690
|
5,070
|
+0.01%
|
$45.98
|
-7.09%($42.72)
|
0.04%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
JPMorgan Chase & Co
|
+29.99%
|
+800
|
3,468
|
+0.05%
|
$322.22
|
+9.76%($353.66)
|
0.20%
|
2020 Q1
|
≈ 6.00 years
|
|
|
|
Microsoft Corp
|
+25.56%
|
+487
|
2,392
|
+0.04%
|
$483.62
|
-4.64%($461.18)
|
0.20%
|
2024 Q1
|
≈ 2.00 years
|
|
|
|
Public Service Enterprise Group Inc
|
+22.08%
|
+800
|
4,424
|
+0.01%
|
$80.30
|
-4.20%($76.93)
|
0.06%
|
2024 Q1
|
≈ 2.00 years
|
|
|
|
ASSURED GUARANTY LTD
|
+20.08%
|
+520
|
3,110
|
+0.01%
|
$89.87
|
-7.24%($83.36)
|
0.05%
|
2017 Q1
|
≈ 9.00 years
|
|
|
|
Exxon Mobil Corp
|
+12.67%
|
+2,274
|
20,217
|
+0.05%
|
$120.34
|
+28.19%($154.26)
|
0.43%
|
2013 Q2 or earlier
|
≈ 12.75+ years
|
|
|
|
Verizon Communications Inc
|
+12.57%
|
+910
|
8,147
|
+0.01%
|
$40.73
|
+14.20%($46.52)
|
0.06%
|
2019 Q2
|
≈ 6.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.