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Thomas Kahn · Kahn Brothers Group Inc.

Period:Q1 2025
Portfolio date:Mar 31, 2025
No. of stocks:55
Portfolio value:$494M
CIK 0001039565·SEC EDGAR
Quarter:Q1 2026· latestQ4 2025Q3 2025Q2 2025Q1 2025
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
Stock% of PortfolioRecent ActivitySharesReported Price *ValueCurrent Price+/- Reported Price52 Week Low52 Week High
C · Citigroup Inc.12.59New876,803$70.99$62,243,859$125.55+76.86%$71.65$135.29
FLG · Flagstar Bank National Assoc9.91New4,216,986$11.62$49,001,332$14.28+22.89%$10.38$14.92
MRK · Merck & Co.Inc. New8.94New492,275$89.76$44,187,086$111.38+24.09%$73.31$125.14
072730302 · Bayer Ag Spons Adr8.00New6,573,693$6.02$39,573,638
BP · Bp Plc7.86New1,149,967$33.79$38,857,723$43.34+28.26%$28.41$48.27
OGN · Organon & Co.7.51New2,493,384$14.89$37,126,423$13.35-10.34%$5.69$13.44
BMY · Bristol-Myers Squibb Co.7.37New597,428$60.99$36,437,105$56.16-7.92%$42.52$62.89
DIS · Disney Walt Co.6.95New348,175$98.70$34,364,847$108.02+9.44%$92.19$124.69
GSK · Gsk Plc6.44New822,227$38.74$31,852,636
SEB · Seaboard Corp. Del4.81New8,825$2697.08$23,801,704$4540.14+68.34%$2437.00$5989.37
IDT · Idt Corp.3.79New365,536$51.31$18,756,060$53.53+4.32%$45.72$71.12
PFE · Pfizer Inc.3.77New735,189$25.34$18,630,009$25.68+1.34%$21.97$28.75
AGO · Assured Guaranty Ltd.3.31New185,631$88.10$16,354,573$75.05-14.82%$74.18$92.40
PTEN · Patterson-Uti Energy Inc.3.22New1,937,260$8.22$15,924,569$11.42+38.93%$5.10$12.62
GNE · Genie Energy Ltd.0.62New202,608$15.05$3,048,868$14.44-4.04%$13.19$28.47
NVS · Novartis Ag0.49New21,909$111.50$2,442,776$146.03+30.97%$104.93$170.46
HLN · Haleon Plc0.38New184,309$10.29$1,896,489$9.11-11.47%$8.71$11.42
WBS · Webster Finl Corp.0.34New32,254$51.56$1,663,000$72.91+41.41%$49.81$74.00
XOM · Exxon Mobil Corp.0.33New13,818$118.90$1,643,000$144.57+21.59%$101.19$176.41
NBHC · First Natl Bk Of Alaska0.30New6,290$234.18$1,473,000$42.85-81.70%$35.06$43.86
XYF · Fairfax Financial0.30New1,018$1444.99$1,471,000$5.00-99.65%$3.30$20.36
CSX · Csx Corp.0.29New48,731$29.43$1,434,000$44.83+52.34%$29.75$46.55
436440101 · Hologic Inc.0.25New19,757$61.78$1,220,644
AR · Antero Resources Corp.0.20New24,906$40.43$1,007,000$35.94-11.11%$29.10$45.75
89156V106 · Tourmanline Oil Corp.0.17New17,209$48.23$830,000
BAC · Bank America Corp.0.15New17,275$41.76$721,344$51.31+22.88%$42.35$57.55
44625H100 · Jp Morgan Chase0.14New2,865$245.38$703,000
MSFT · Microsoft Corp.0.14New1,839$375.54$690,620$415.06+10.52%$356.28$555.45
AAPL · Apple Inc.0.13New2,792$222.06$620,000$293.26+32.06%$193.46$294.76
784117103 · Sei Invts Co.0.10New6,596$77.62$512,000
IBM · International Business Machs0.08New1,508$248.55$374,816$229.76-7.56%$220.72$324.90
744573106 · Public Svc Enterprise Grp In0.07New4,374$82.30$360,000
VZ · Verizon Communications Inc.0.07New7,863$45.40$357,000$47.22+4.00%$38.39$51.68
COF · Capital One Financial0.07New1,971$179.10$353,000$189.48+5.80%$174.98$259.64
CVX · Chevron Corp. New0.07New2,053$167.07$343,000$181.62+8.71%$133.77$214.71
AM · Antero Midstream Corp.0.07New18,856$17.98$339,000$20.92+16.36%$16.77$23.84
RFL · Rafael Hldgs Inc.0.06New162,292$1.87$303,234$1.28-31.49%$1.12$3.19
PG · Procter And Gamble Co.0.06New1,700$170.59$290,000$146.42-14.17%$137.62$170.99
CI · The Cigna Group0.06New841$329.00$276,689$288.06-12.44%$239.51$338.89
PEP · Pepsico Inc.0.05New1,800$150.00$270,000$154.62+3.08%$127.60$171.48
PNC · Pnc Finl Svcs Group Inc.0.05New1,497$175.68$263,000$216.85+23.43%$169.32$243.94
NAVI · Navient Corporation0.05New20,600$12.63$260,178
97349V107 · Windrock Ld Co.0.05New569$455.18$259,000
717046106 · Peyto Exp & Dev0.05New19,807$12.67$251,000
LWAY · Lifeway Foods Inc.0.05New10,000$24.40$244,000
DB · Deutsche Bank A G0.05New10,000$23.80$238,000$32.07+34.75%$27.13$40.43
WEYS · Weyco Group Inc.0.04New7,197$30.43$219,000
BX · Blackstone Inc.0.04New1,500$140.00$210,000$123.77-11.59%$101.73$190.09
G63907102 · Nam Tai Property Inc. F0.04New36,040$5.66$204,000
AIG · American Intl Group Inc.0.04New2,349$86.85$204,000$76.36-12.07%$71.25$87.46
ZDGE · Zedge Inc.0.04New85,621$2.34$199,941$3.18+36.18%$2.12$4.89
GTX · Garrett Motion Inc.0.02New12,318$8.36$103,000$29.00+246.82%$9.57$29.18
89656D101 · Trinity Place Holdings0.01New591,466$0.05$28,967
44951N106 · Idw Media0.00New36,419$0.31$11,306
92672L107 · Viewray0.00New353,744$0
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
11 sectors represented
Healthcare
28.52
Financial Services
27.14
Unclassified
15.48
Energy
11.75
Communication Services
10.86
Industrials
5.10
Utilities
0.62
Technology
0.34
Consumer Defensive
0.11
Real Estate
0.06
Consumer Cyclical
0.02
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Articles & Commentaries
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