Thomas Kahn · Kahn Brothers Group Inc.
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 53 |
| Portfolio value: | $532M |
Viewing historical Q3 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. | 16.73 | Reduce 1.13% | 876,660 | $101.50 | $88,980,990 | $125.55 | +23.69% | $71.65 | $135.29 |
| 072730302 · Bayer Ag Spons Adr | 10.58 | Add 0.87% | 6,787,253 | $8.29 | $56,266,389 | — | — | — | — |
| FLG · Flagstar Bank National Assoc | 9.33 | Reduce 0.56% | 4,296,752 | $11.55 | $49,627,485 | $14.28 | +23.64% | $10.38 | $14.92 |
| DIS · Disney Walt Co. | 8.49 | Add 0.53% | 394,524 | $114.50 | $45,172,998 | $108.02 | -5.66% | $92.19 | $124.69 |
| OGN · Organon & Co. | 7.26 | Add 3.63% | 3,616,845 | $10.68 | $38,627,904 | $13.35 | +25.00% | $5.69 | $13.44 |
| BP · Bp Plc | 7.03 | Reduce 3.88% | 1,085,607 | $34.46 | $37,410,017 | $43.34 | +25.77% | $28.41 | $48.27 |
| MRK · Merck & Co.Inc. New | 6.85 | Reduce 11.56% | 433,750 | $83.93 | $36,404,663 | $111.38 | +32.71% | $73.31 | $125.14 |
| GOOG · Alphabet Inc. | 6.17 | Add 89.51% | 134,722 | $243.55 | $32,811,543 | $400.71 | +64.53% | $156.16 | $402.00 |
| SEB · Seaboard Corp. Del | 5.30 | Reduce 10.43% | 7,724 | $3647.00 | $28,169,428 | $4540.14 | +24.49% | $2437.00 | $5989.37 |
| IDT · Idt Corp. | 3.86 | Reduce 1.06% | 392,357 | $52.31 | $20,524,194 | $53.53 | +2.33% | $45.72 | $71.12 |
| PFE · Pfizer Inc. | 3.39 | Reduce 3.26% | 707,144 | $25.48 | $18,018,029 | $25.68 | +0.78% | $21.97 | $28.75 |
| SEG · Seaport Entmt Group Inc. | 2.51 | New | 583,364 | $22.92 | $13,370,702 | $22.22 | -3.05% | $17.28 | $28.34 |
| BMY · Bristol-Myers Squibb Co. | 2.31 | Reduce 50.55% | 272,334 | $45.10 | $12,282,263 | $56.16 | +24.52% | $42.52 | $62.89 |
| GSK · Gsk Plc | 2.12 | Reduce 60.47% | 260,837 | $43.16 | $11,257,724 | $50.41 | +16.80% | $35.45 | $61.70 |
| PTEN · Patterson-Uti Energy Inc. | 1.84 | Reduce 1.68% | 1,885,460 | $5.18 | $9,766,682 | $11.42 | +120.46% | $5.10 | $12.62 |
| MBI · Mbia Inc. | 1.44 | New | 1,029,794 | $7.45 | $7,671,965 | $5.71 | -23.36% | $4.11 | $8.26 |
| GNE · Genie Energy Ltd. | 0.54 | Reduce 3.58% | 191,872 | $14.95 | $2,868,486 | $14.44 | -3.41% | $13.19 | $28.47 |
| XOM · Exxon Mobil Corp. | 0.38 | Reduce 6.27% | 17,943 | $112.75 | $2,023,073 | $144.57 | +28.22% | $101.19 | $176.41 |
| NVS · Novartis Ag | 0.35 | Reduce 22.44% | 14,326 | $128.24 | $1,837,166 | $146.03 | +13.87% | $104.93 | $170.46 |
| WBS · Webster Finl Corp. | 0.34 | Add 0.28% | 30,173 | $59.44 | $1,793,483 | $72.91 | +22.66% | $49.81 | $74.00 |
| XYF · Fairfax Financial | 0.34 | 1,018 | $1750.14 | $1,781,644 | $5.00 | -99.71% | $3.30 | $20.36 | |
| CSX · Csx Corp. | 0.27 | 40,731 | $35.51 | $1,446,357 | $44.83 | +26.25% | $29.75 | $46.55 | |
| NBHC · First Natl Bk Of Alaska | 0.26 | Reduce 20.67% | 4,990 | $272.00 | $1,357,280 | $42.85 | -84.25% | $35.06 | $43.86 |
| 89156V106 · Tourmanline Oil Corp. | 0.20 | Reduce 12.70% | 24,409 | $43.14 | $1,053,066 | — | — | — | — |
| MSFT · Microsoft Corp. | 0.19 | 1,905 | $517.95 | $986,694 | $415.06 | -19.86% | $356.28 | $555.45 | |
| JPM · Jpmorgan Chase & Co. | 0.16 | Reduce 3.86% | 2,668 | $315.43 | $841,567 | $302.10 | -4.23% | $256.00 | $337.25 |
| AAPL · Apple Inc. | 0.14 | 2,992 | $254.63 | $761,852 | $293.26 | +15.17% | $193.46 | $294.76 | |
| HLN · Haleon Plc | 0.11 | Reduce 42.56% | 68,027 | $8.97 | $610,202 | $9.11 | +1.56% | $8.71 | $11.42 |
| AR · Antero Resources Corp. | 0.11 | Reduce 28.36% | 17,842 | $33.56 | $598,777 | $35.94 | +7.09% | $29.10 | $45.75 |
| BAC · Bank America Corp. | 0.11 | Reduce 6.40% | 11,126 | $51.59 | $573,990 | $51.31 | -0.54% | $42.35 | $57.55 |
| 784117103 · Sei Invts Co. | 0.11 | 6,596 | $84.85 | $559,670 | — | — | — | — | |
| IBM · International Business Machs | 0.08 | 1,508 | $282.16 | $425,497 | $229.76 | -18.57% | $220.72 | $324.90 | |
| 717046106 · Peyto Exp & Dev | 0.08 | Reduce 1.39% | 31,857 | $13.03 | $415,157 | — | — | — | — |
| AXP · American Express Co. | 0.07 | New | 1,150 | $332.16 | $381,984 | $316.03 | -4.86% | $281.46 | $387.49 |
| AM · Antero Midstream Corp. | 0.07 | 18,856 | $19.44 | $366,560 | $20.92 | +7.61% | $16.77 | $23.84 | |
| DB · Deutsche Bank A G | 0.07 | 10,000 | $35.41 | $354,100 | $32.07 | -9.43% | $27.13 | $40.43 | |
| NVDA · Nvidia Corp. | 0.06 | New | 1,740 | $186.66 | $324,784 | $215.22 | +15.30% | $120.28 | $217.80 |
| VZ · Verizon Communications Inc. | 0.06 | Reduce 6.20% | 7,237 | $43.95 | $318,066 | $47.22 | +7.44% | $38.39 | $51.68 |
| CVX · Chevron Corp. New | 0.06 | Reduce 2.44% | 2,003 | $155.29 | $311,045 | $181.62 | +16.96% | $133.77 | $214.71 |
| 744573106 · Public Svc Enterprise Grp In | 0.06 | 3,624 | $83.46 | $302,459 | — | — | — | — | |
| PNC · Pnc Finl Svcs Group Inc. | 0.06 | Reduce 2.67% | 1,457 | $200.93 | $292,755 | $216.85 | +7.92% | $169.32 | $243.94 |
| PG · Procter And Gamble Co. | 0.05 | 1,767 | $153.65 | $271,499 | $146.42 | -4.71% | $137.62 | $170.99 | |
| NAVI · Navient Corporation | 0.05 | 20,600 | $13.15 | $270,890 | — | — | — | — | |
| BX · Blackstone Inc. | 0.05 | 1,500 | $170.85 | $256,275 | $123.77 | -27.56% | $101.73 | $190.09 | |
| 97349V107 · Windrock Ld Co. | 0.05 | 569 | $445.02 | $253,216 | — | — | — | — | |
| PEP · Pepsico Inc. | 0.05 | 1,800 | $140.44 | $252,792 | $154.62 | +10.10% | $127.60 | $171.48 | |
| ZDGE · Zedge Inc. | 0.05 | Reduce 2.21% | 82,904 | $2.91 | $241,250 | $3.18 | +9.28% | $2.12 | $4.89 |
| 722524105 · Pine Cliff Energy Ltd. Com | 0.04 | Reduce 1.89% | 520,000 | $0.45 | $235,479 | — | — | — | — |
| BN · Brookfield Corp. | 0.04 | New | 3,380 | $68.64 | $231,998 | $47.08 | -31.41% | $37.54 | $49.57 |
| AGO · Assured Guaranty Ltd. | 0.04 | Reduce 94.11% | 2,590 | $84.65 | $219,243 | $75.05 | -11.34% | $74.18 | $92.40 |
| RFL · Rafael Hldgs Inc. | 0.04 | Reduce 1.46% | 158,674 | $1.36 | $215,796 | $1.28 | -5.88% | $1.12 | $3.19 |
| OBT · Orange Cnty Bancorp Inc. | 0.04 | 8,000 | $25.21 | $201,680 | $34.71 | +37.68% | $22.84 | $37.99 | |
| CMCSA · Comcast Corp. Cl A | 0.04 | 6,380 | $31.42 | $200,459 | $25.39 | -19.18% | $24.13 | $34.36 |
* 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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