Thomas Kahn · Kahn Brothers Group Inc.
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 54 |
| Portfolio value: | $565M |
Viewing historical Q4 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. | 18.11 | Reduce 0.04% | 876,278 | $116.69 | $102,252,879 | $125.55 | +7.59% | $71.65 | $135.29 |
| 072730302 · Bayer Ag Spons Adr | 12.94 | Reduce 0.49% | 6,754,291 | $10.82 | $73,082,408 | — | — | — | — |
| FLG · Flagstar Bank National Assoc | 9.31 | Reduce 2.78% | 4,177,212 | $12.59 | $52,591,099 | $14.28 | +13.42% | $10.38 | $14.92 |
| MRK · Merck & Co.Inc. New | 8.02 | Reduce 0.84% | 430,103 | $105.26 | $45,272,674 | $111.38 | +5.81% | $73.31 | $125.14 |
| DIS · Disney Walt Co. | 7.95 | Reduce 0.04% | 394,369 | $113.77 | $44,867,361 | $108.02 | -5.05% | $92.19 | $124.69 |
| GOOG · Alphabet Inc. | 7.52 | Add 0.52% | 135,416 | $313.80 | $42,493,540 | $400.71 | +27.70% | $156.16 | $402.00 |
| BP · Bp Plc | 6.39 | Reduce 4.35% | 1,038,402 | $34.73 | $36,063,701 | $43.34 | +24.79% | $28.41 | $48.27 |
| SEB · Seaboard Corp. Del | 5.73 | Reduce 5.68% | 7,285 | $4444.82 | $32,380,513 | $4540.14 | +2.14% | $2437.00 | $5989.37 |
| OGN · Organon & Co. | 4.61 | Add 0.35% | 3,629,451 | $7.17 | $26,023,163 | $13.35 | +86.19% | $5.69 | $13.44 |
| IDT · Idt Corp. | 3.55 | Reduce 0.09% | 392,011 | $51.21 | $20,074,883 | $53.53 | +4.53% | $45.72 | $71.12 |
| PFE · Pfizer Inc. | 2.44 | Reduce 21.66% | 553,950 | $24.90 | $13,793,355 | $25.68 | +3.13% | $21.97 | $28.75 |
| SEG · Seaport Entmt Group Inc. | 2.05 | Add 0.48% | 586,170 | $19.77 | $11,588,580 | $22.22 | +12.39% | $17.28 | $28.34 |
| BMY · Bristol-Myers Squibb Co. | 1.93 | Reduce 25.75% | 202,196 | $53.94 | $10,906,452 | $56.16 | +4.12% | $42.52 | $62.89 |
| PTEN · Patterson-Uti Energy Inc. | 1.88 | Reduce 7.61% | 1,742,013 | $6.11 | $10,643,699 | $11.42 | +86.91% | $5.10 | $12.62 |
| GSK · Gsk Plc | 1.55 | Reduce 31.49% | 178,696 | $49.04 | $8,763,251 | $50.41 | +2.79% | $35.45 | $61.70 |
| MBI · Mbia Inc. | 1.30 | Reduce 0.10% | 1,028,784 | $7.16 | $7,366,093 | $5.71 | -20.25% | $4.11 | $8.26 |
| GNE · Genie Energy Ltd. | 0.46 | Reduce 0.81% | 190,312 | $13.78 | $2,622,499 | $14.44 | +4.79% | $13.19 | $28.47 |
| XOM · Exxon Mobil Corp. | 0.43 | Add 12.67% | 20,217 | $120.34 | $2,432,913 | $144.57 | +20.13% | $101.19 | $176.41 |
| XYF · Fairfax Financial | 0.34 | 1,018 | $1908.57 | $1,942,925 | $5.00 | -99.74% | $3.30 | $20.36 | |
| NVS · Novartis Ag | 0.33 | Reduce 4.52% | 13,678 | $137.87 | $1,885,785 | $146.03 | +5.92% | $104.93 | $170.46 |
| WBS · Webster Finl Corp. | 0.33 | Reduce 1.13% | 29,833 | $62.94 | $1,877,689 | $72.91 | +15.84% | $49.81 | $74.00 |
| NBHC · First Natl Bk Of Alaska | 0.26 | Reduce 1.40% | 4,920 | $299.75 | $1,474,770 | $42.85 | -85.70% | $35.06 | $43.86 |
| CSX · Csx Corp. | 0.24 | Reduce 7.86% | 37,531 | $36.25 | $1,360,498 | $44.83 | +23.67% | $29.75 | $46.55 |
| 89156V106 · Tourmanline Oil Corp. | 0.21 | Add 10.45% | 26,959 | $44.92 | $1,211,049 | — | — | — | — |
| MSFT · Microsoft Corp. | 0.20 | Add 25.56% | 2,392 | $483.62 | $1,156,819 | $415.06 | -14.18% | $356.28 | $555.45 |
| JPM · Jpmorgan Chase & Co. | 0.20 | Add 29.99% | 3,468 | $322.22 | $1,117,458 | $302.10 | -6.24% | $256.00 | $337.25 |
| AAPL · Apple Inc. | 0.15 | Add 3.34% | 3,092 | $271.86 | $840,591 | $293.26 | +7.87% | $193.46 | $294.76 |
| HLN · Haleon Plc | 0.12 | Reduce 3.98% | 65,321 | $10.11 | $660,395 | $9.11 | -9.89% | $8.71 | $11.42 |
| BAC · Bank America Corp. | 0.10 | Reduce 5.77% | 10,484 | $55.00 | $576,620 | $51.31 | -6.71% | $42.35 | $57.55 |
| 784117103 · Sei Invts Co. | 0.10 | 6,596 | $82.02 | $541,003 | — | — | — | — | |
| 717046106 · Peyto Exp & Dev | 0.09 | 31,857 | $16.57 | $527,850 | — | — | — | — | |
| PNC · Pnc Finl Svcs Group Inc. | 0.08 | Add 54.91% | 2,257 | $208.73 | $471,103 | $216.85 | +3.89% | $169.32 | $243.94 |
| DB · Deutsche Bank A G | 0.07 | 10,000 | $38.56 | $385,600 | $32.07 | -16.83% | $27.13 | $40.43 | |
| IBM · International Business Machs | 0.06 | Reduce 18.57% | 1,228 | $296.21 | $363,745 | $229.76 | -22.43% | $220.72 | $324.90 |
| 744573106 · Public Svc Enterprise Grp In | 0.06 | Add 22.08% | 4,424 | $80.30 | $355,247 | — | — | — | — |
| BX · Blackstone Inc. | 0.06 | Add 53.33% | 2,300 | $154.14 | $354,522 | $123.77 | -19.70% | $101.73 | $190.09 |
| AM · Antero Midstream Corp. | 0.06 | 18,856 | $17.79 | $335,448 | $20.92 | +17.59% | $16.77 | $23.84 | |
| VZ · Verizon Communications Inc. | 0.06 | Add 12.57% | 8,147 | $40.73 | $331,827 | $47.22 | +15.93% | $38.39 | $51.68 |
| NVDA · Nvidia Corp. | 0.06 | 1,740 | $186.60 | $324,680 | $215.22 | +15.34% | $120.28 | $217.80 | |
| 722524105 · Pine Cliff Energy Ltd. Com | 0.05 | 520,000 | $0.59 | $307,310 | — | — | — | — | |
| CVX · Chevron Corp. New | 0.05 | 2,003 | $152.41 | $305,277 | $181.62 | +19.17% | $133.77 | $214.71 | |
| AGO · Assured Guaranty Ltd. | 0.05 | Add 20.08% | 3,110 | $89.87 | $279,495 | $75.05 | -16.49% | $74.18 | $92.40 |
| ZDGE · Zedge Inc. | 0.05 | Reduce 0.42% | 82,558 | $3.28 | $270,790 | $3.18 | -3.05% | $2.12 | $4.89 |
| NAVI · Navient Corporation | 0.05 | 20,600 | $13.00 | $267,800 | — | — | — | — | |
| PG · Procter And Gamble Co. | 0.05 | Add 5.66% | 1,867 | $143.31 | $267,559 | $146.42 | +2.17% | $137.62 | $170.99 |
| PEP · Pepsico Inc. | 0.05 | 1,800 | $143.52 | $258,336 | $154.62 | +7.73% | $127.60 | $171.48 | |
| 97349V107 · Windrock Ld Co. | 0.04 | 569 | $440.00 | $250,360 | — | — | — | — | |
| BN · Brookfield Corp. | 0.04 | Add 50.00% | 5,070 | $45.98 | $233,117 | $47.08 | +2.39% | $37.54 | $49.57 |
| OBT · Orange Cnty Bancorp Inc. | 0.04 | 8,000 | $28.55 | $228,400 | $34.71 | +21.58% | $22.84 | $37.99 | |
| AXP · American Express Co. | 0.04 | Reduce 46.96% | 610 | $369.95 | $225,669 | $316.03 | -14.57% | $281.46 | $387.49 |
| AR · Antero Resources Corp. | 0.04 | Reduce 65.02% | 6,242 | $34.46 | $215,099 | $35.94 | +4.29% | $29.10 | $45.75 |
| CMCSA · Comcast Corp. Cl A | 0.04 | Add 10.11% | 7,025 | $29.89 | $209,977 | $25.39 | -15.04% | $24.13 | $34.36 |
| RFL · Rafael Hldgs Inc. | 0.01 | Reduce 62.66% | 59,246 | $1.18 | $69,910 | $1.28 | +8.48% | $1.12 | $3.19 |
| 008997017 · Tphgreenwich Trust Uni | 0.00 | New | 166,999 | — | $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.
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