Thomas Kahn · Kahn Brothers Group Inc.
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 50 |
| Portfolio value: | $498M |
Viewing historical Q2 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| C · Citigroup Inc. | 15.16 | Add 1.13% | 886,688 | $85.12 | $75,474,882 | $125.55 | +47.50% | $71.65 | $135.29 |
| 072730302 · Bayer Ag Spons Adr | 10.19 | Add 2.36% | 6,728,903 | $7.54 | $50,734,969 | — | — | — | — |
| DIS · Disney Walt Co. | 9.77 | Add 12.72% | 392,450 | $124.01 | $48,667,724 | $108.02 | -12.89% | $92.19 | $124.69 |
| FLG · Flagstar Bank National Assoc | 9.20 | Add 2.47% | 4,321,165 | $10.60 | $45,804,349 | $14.28 | +34.72% | $10.38 | $14.92 |
| MRK · Merck & Co.Inc. New | 7.80 | Reduce 0.37% | 490,465 | $79.16 | $38,825,234 | $111.38 | +40.70% | $73.31 | $125.14 |
| BP · Bp Plc | 6.79 | Reduce 1.79% | 1,129,372 | $29.93 | $33,802,103 | $43.34 | +44.80% | $28.41 | $48.27 |
| OGN · Organon & Co. | 6.78 | Add 39.98% | 3,490,150 | $9.68 | $33,784,652 | $13.35 | +37.91% | $5.69 | $13.44 |
| IDT · Idt Corp. | 5.44 | Add 8.49% | 396,564 | $68.32 | $27,093,252 | $53.53 | -21.65% | $45.72 | $71.12 |
| BMY · Bristol-Myers Squibb Co. | 5.12 | Reduce 7.82% | 550,683 | $46.29 | $25,491,116 | $56.16 | +21.32% | $42.52 | $62.89 |
| GSK · Gsk Plc | 5.09 | New | 659,872 | $38.40 | $25,339,084 | $50.41 | +31.28% | $35.45 | $61.70 |
| SEB · Seaboard Corp. Del | 4.95 | Reduce 2.29% | 8,623 | $2861.20 | $24,672,127 | $4540.14 | +58.68% | $2437.00 | $5989.37 |
| PFE · Pfizer Inc. | 3.56 | Reduce 0.57% | 730,989 | $24.24 | $17,719,173 | $25.68 | +5.94% | $21.97 | $28.75 |
| PTEN · Patterson-Uti Energy Inc. | 2.28 | Reduce 1.01% | 1,917,660 | $5.93 | $11,371,723 | $11.42 | +92.58% | $5.10 | $12.62 |
| GOOG · Alphabet Inc. | 1.32 | New | 71,091 | $92.76 | $6,594,303 | $400.71 | +332.00% | $156.16 | $402.00 |
| GNE · Genie Energy Ltd. | 1.07 | Reduce 1.78% | 198,999 | $26.88 | $5,349,093 | $14.44 | -46.28% | $13.19 | $28.47 |
| AGO · Assured Guaranty Ltd. | 0.77 | Reduce 76.30% | 43,986 | $87.10 | $3,831,180 | $75.05 | -13.83% | $74.18 | $92.40 |
| NVS · Novartis Ag | 0.45 | Reduce 15.69% | 18,471 | $121.01 | $2,235,175 | $146.03 | +20.68% | $104.93 | $170.46 |
| XOM · Exxon Mobil Corp. | 0.41 | Add 38.54% | 19,143 | $107.80 | $2,063,615 | $144.57 | +34.11% | $101.19 | $176.41 |
| XYF · Fairfax Financial | 0.37 | 1,018 | $1801.65 | $1,834,084 | $5.00 | -99.72% | $3.30 | $20.36 | |
| WBS · Webster Finl Corp. | 0.33 | Reduce 6.71% | 30,089 | $54.60 | $1,642,859 | $72.91 | +33.53% | $49.81 | $74.00 |
| NBHC · First Natl Bk Of Alaska | 0.33 | 6,290 | $257.75 | $1,621,247 | $42.85 | -83.38% | $35.06 | $43.86 | |
| 89156V106 · Tourmanline Oil Corp. | 0.27 | Add 62.47% | 27,959 | $48.16 | $1,346,408 | — | — | — | — |
| CSX · Csx Corp. | 0.27 | Reduce 16.42% | 40,731 | $32.63 | $1,329,052 | $44.83 | +37.39% | $29.75 | $46.55 |
| HLN · Haleon Plc | 0.25 | Reduce 35.74% | 118,437 | $10.37 | $1,228,191 | $9.11 | -12.15% | $8.71 | $11.42 |
| AR · Antero Resources Corp. | 0.20 | 24,906 | $40.28 | $1,003,213 | $35.94 | -10.77% | $29.10 | $45.75 | |
| MSFT · Microsoft Corp. | 0.19 | Add 3.59% | 1,905 | $497.41 | $947,566 | $415.06 | -16.56% | $356.28 | $555.45 |
| JPM · Jpmorgan Chase & Co. | 0.16 | New | 2,775 | $289.91 | $804,500 | $302.10 | +4.20% | $256.00 | $337.25 |
| AAPL · Apple Inc. | 0.12 | Add 7.16% | 2,992 | $205.17 | $613,868 | $293.26 | +42.93% | $193.46 | $294.76 |
| 784117103 · Sei Invts Co. | 0.12 | 6,596 | $89.86 | $592,716 | — | — | — | — | |
| BAC · Bank America Corp. | 0.11 | Reduce 31.19% | 11,887 | $47.32 | $562,492 | $51.31 | +8.43% | $42.35 | $57.55 |
| 717046106 · Peyto Exp & Dev | 0.09 | Add 63.11% | 32,307 | $14.26 | $460,580 | — | — | — | — |
| IBM · International Business Machs | 0.09 | 1,508 | $294.78 | $444,528 | $229.76 | -22.06% | $220.72 | $324.90 | |
| AM · Antero Midstream Corp. | 0.07 | 18,856 | $18.95 | $357,321 | $20.92 | +10.40% | $16.77 | $23.84 | |
| ZDGE · Zedge Inc. | 0.07 | Reduce 0.98% | 84,781 | $4.01 | $339,971 | $3.18 | -20.70% | $2.12 | $4.89 |
| VZ · Verizon Communications Inc. | 0.07 | Reduce 1.88% | 7,715 | $43.27 | $333,828 | $47.22 | +9.13% | $38.39 | $51.68 |
| 744573106 · Public Svc Enterprise Grp In | 0.06 | Reduce 17.15% | 3,624 | $84.18 | $305,068 | — | — | — | — |
| CVX · Chevron Corp. New | 0.06 | 2,053 | $143.19 | $293,969 | $181.62 | +26.84% | $133.77 | $214.71 | |
| DB · Deutsche Bank A G | 0.06 | 10,000 | $29.28 | $292,800 | $32.07 | +9.53% | $27.13 | $40.43 | |
| NAVI · Navient Corporation | 0.06 | 20,600 | $14.10 | $290,460 | — | — | — | — | |
| PG · Procter And Gamble Co. | 0.06 | Add 3.94% | 1,767 | $159.32 | $281,518 | $146.42 | -8.10% | $137.62 | $170.99 |
| PNC · Pnc Finl Svcs Group Inc. | 0.06 | 1,497 | $186.42 | $279,070 | $216.85 | +16.32% | $169.32 | $243.94 | |
| RFL · Rafael Hldgs Inc. | 0.06 | Reduce 0.78% | 161,032 | $1.73 | $278,585 | $1.28 | -26.01% | $1.12 | $3.19 |
| 97349V107 · Windrock Ld Co. | 0.05 | 569 | $455.00 | $258,895 | — | — | — | — | |
| 722524105 · Pine Cliff Energy Ltd. Com | 0.05 | New | 530,000 | $0.46 | $244,740 | — | — | — | — |
| PEP · Pepsico Inc. | 0.05 | 1,800 | $132.04 | $237,672 | $154.62 | +17.10% | $127.60 | $171.48 | |
| CMCSA · Comcast Corp. Cl A | 0.05 | New | 6,380 | $35.69 | $227,702 | $25.39 | -28.85% | $24.13 | $34.36 |
| BX · Blackstone Inc. | 0.05 | 1,500 | $149.58 | $224,370 | $123.77 | -17.25% | $101.73 | $190.09 | |
| OBT · Orange Cnty Bancorp Inc. | 0.04 | New | 8,000 | $25.84 | $206,720 | $34.71 | +34.33% | $22.84 | $37.99 |
| AIG · American Intl Group Inc. | 0.04 | 2,349 | $85.59 | $201,050 | $76.36 | -10.78% | $71.25 | $87.46 | |
| 896CNT011 · Trinity Pl Hldgs Inc. | 0.00 | New | 166,999 | $0.04 | $6,679 | — | — | — | — |
* 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.
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