Thomas Kahn · Kahn Brothers Group Inc.
| Period: | Q1 2026 |
| Portfolio date: | Mar 31, 2026 |
| No. of stocks: | 48 |
| Portfolio value: | $564M |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| C · Citigroup Inc. | 16.91 | Reduce 4.04% | 840,897 | $113.41 | $95,366,128 | $125.55 | +10.70% | $71.65 | $135.29 |
| 072730302 · Bayer Ag Spons Adr | 13.26 | Reduce 3.56% | 6,513,893 | $11.48 | $74,777,216 | — | — | — | — |
| FLG · Flagstar Bank National Assoc | 9.53 | Reduce 2.24% | 4,083,618 | $13.17 | $53,781,249 | $14.28 | +8.43% | $10.38 | $14.92 |
| DIS · Disney Walt Co. | 6.47 | Reduce 3.92% | 378,909 | $96.38 | $36,519,249 | $108.02 | +12.08% | $92.19 | $124.69 |
| GOOG · Alphabet Inc. | 6.21 | Reduce 9.89% | 122,029 | $286.86 | $35,005,238 | $400.71 | +39.69% | $156.16 | $402.00 |
| SEB · Seaboard Corp. Del | 5.88 | Reduce 19.41% | 5,871 | $5654.02 | $33,194,751 | $4540.14 | -19.70% | $2437.00 | $5989.37 |
| OGN · Organon & Co. | 5.88 | Add 52.56% | 5,536,993 | $5.99 | $33,166,588 | $13.35 | +122.87% | $5.69 | $13.44 |
| BP · Bp Plc | 5.18 | Reduce 40.08% | 622,256 | $47.00 | $29,246,032 | $43.34 | -7.79% | $28.41 | $48.27 |
| MRK · Merck & Co.Inc. New | 4.85 | Reduce 47.15% | 227,288 | $120.29 | $27,340,511 | $111.38 | -7.41% | $73.31 | $125.14 |
| ZG · Zillow Group Inc. | 4.00 | New | 545,212 | $41.38 | $22,560,872 | $41.94 | +1.35% | $39.14 | $90.22 |
| SEG · Seaport Entmt Group Inc. | 3.40 | Add 52.38% | 893,227 | $21.48 | $19,186,515 | $22.22 | +3.45% | $17.28 | $28.34 |
| PTEN · Patterson-Uti Energy Inc. | 3.25 | Reduce 2.98% | 1,690,156 | $10.83 | $18,304,389 | $11.42 | +5.45% | $5.10 | $12.62 |
| IDT · Idt Corp. | 3.24 | Reduce 4.96% | 372,566 | $49.10 | $18,292,990 | $53.53 | +9.02% | $45.72 | $71.12 |
| PFE · Pfizer Inc. | 2.41 | Reduce 12.50% | 484,733 | $28.08 | $13,611,302 | $25.68 | -8.55% | $21.97 | $28.75 |
| MBI · Mbia Inc. | 2.15 | Add 99.89% | 2,056,434 | $5.91 | $12,153,524 | $5.71 | -3.38% | $4.11 | $8.26 |
| BMY · Bristol-Myers Squibb Co. | 1.83 | Reduce 15.73% | 170,381 | $60.65 | $10,333,607 | $56.16 | -7.40% | $42.52 | $62.89 |
| GSK · Gsk Plc | 1.58 | Reduce 9.91% | 160,982 | $55.19 | $8,884,596 | $50.41 | -8.66% | $35.45 | $61.70 |
| XOM · Exxon Mobil Corp. | 0.55 | Reduce 9.70% | 18,255 | $169.66 | $3,097,143 | $144.57 | -14.79% | $101.19 | $176.41 |
| GNE · Genie Energy Ltd. | 0.44 | Reduce 8.04% | 175,011 | $14.14 | $2,474,655 | $14.44 | +2.12% | $13.19 | $28.47 |
| NVS · Novartis Ag | 0.36 | Reduce 2.13% | 13,386 | $152.75 | $2,044,711 | $146.03 | -4.40% | $104.93 | $170.46 |
| XYF · Fairfax Financial | 0.31 | 1,018 | $1698.67 | $1,729,242 | $5.00 | -99.71% | $3.30 | $20.36 | |
| CSX · Csx Corp. | 0.27 | Reduce 2.80% | 36,481 | $41.05 | $1,497,545 | $44.83 | +9.21% | $29.75 | $46.55 |
| NBHC · First Natl Bk Of Alaska | 0.26 | 4,920 | $299.00 | $1,471,080 | $42.85 | -85.67% | $35.06 | $43.86 | |
| 89156V106 · Tourmanline Oil Corp. | 0.23 | 26,959 | $47.71 | $1,286,318 | — | — | — | — | |
| JPM · Jpmorgan Chase & Co. | 0.15 | Reduce 18.74% | 2,818 | $294.16 | $828,942 | $302.10 | +2.70% | $256.00 | $337.25 |
| AAPL · Apple Inc. | 0.14 | 3,092 | $253.79 | $784,718 | $293.26 | +15.55% | $193.46 | $294.76 | |
| MSFT · Microsoft Corp. | 0.14 | Reduce 12.54% | 2,092 | $370.17 | $774,395 | $415.06 | +12.13% | $356.28 | $555.45 |
| 717046106 · Peyto Exp & Dev | 0.11 | Reduce 1.73% | 31,307 | $19.48 | $609,806 | — | — | — | — |
| HLN · Haleon Plc | 0.10 | Reduce 13.61% | 56,431 | $10.01 | $564,874 | $9.11 | -8.99% | $8.71 | $11.42 |
| 784117103 · Sei Invts Co. | 0.09 | 6,596 | $78.47 | $517,588 | — | — | — | — | |
| BAC · Bank America Corp. | 0.08 | Reduce 9.78% | 9,459 | $48.75 | $461,126 | $51.31 | +5.25% | $42.35 | $57.55 |
| CVX · Chevron Corp. New | 0.07 | Reduce 2.50% | 1,953 | $206.90 | $404,075 | $181.62 | -12.22% | $133.77 | $214.71 |
| DB · Deutsche Bank A G | 0.05 | 10,000 | $29.78 | $297,800 | $32.07 | +7.69% | $27.13 | $40.43 | |
| IBM · International Business Machs | 0.05 | 1,228 | $242.39 | $297,654 | $229.76 | -5.21% | $220.72 | $324.90 | |
| 744573106 · Public Svc Enterprise Grp In | 0.05 | Reduce 20.34% | 3,524 | $80.95 | $285,267 | — | — | — | — |
| VZ · Verizon Communications Inc. | 0.05 | Reduce 30.26% | 5,682 | $50.20 | $285,236 | $47.22 | -5.94% | $38.39 | $51.68 |
| PEP · Pepsico Inc. | 0.05 | 1,800 | $155.29 | $279,522 | $154.62 | -0.43% | $127.60 | $171.48 | |
| PNC · Pnc Finl Svcs Group Inc. | 0.05 | Reduce 40.54% | 1,342 | $208.09 | $279,256 | $216.85 | +4.21% | $169.32 | $243.94 |
| AM · Antero Midstream Corp. | 0.05 | Reduce 37.39% | 11,806 | $22.80 | $269,176 | $20.92 | -8.25% | $16.77 | $23.84 |
| PG · Procter And Gamble Co. | 0.05 | Reduce 0.80% | 1,852 | $144.44 | $267,502 | $146.42 | +1.37% | $137.62 | $170.99 |
| BX · Blackstone Inc. | 0.05 | 2,300 | $114.99 | $264,477 | $123.77 | +7.64% | $101.73 | $190.09 | |
| OBT · Orange Cnty Bancorp Inc. | 0.05 | 8,000 | $31.98 | $255,840 | $34.71 | +8.54% | $22.84 | $37.99 | |
| 722524105 · Pine Cliff Energy Ltd. Com | 0.04 | 520,000 | $0.49 | $253,403 | — | — | — | — | |
| 97349V107 · Windrock Ld Co. | 0.04 | Reduce 5.62% | 537 | $469.00 | $251,853 | — | — | — | — |
| ZDGE · Zedge Inc. | 0.04 | Reduce 5.61% | 77,928 | $2.93 | $228,329 | $3.18 | +8.53% | $2.12 | $4.89 |
| CMCSA · Comcast Corp. Cl A | 0.04 | Add 2.05% | 7,169 | $28.71 | $205,821 | $25.39 | -11.55% | $24.13 | $34.36 |
| RFL · Rafael Hldgs Inc. | 0.01 | Reduce 1.16% | 58,557 | $1.25 | $73,196 | $1.28 | +2.40% | $1.12 | $3.19 |
| 008997017 · Tphgreenwich Trust Uni | 0.00 | 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.
Sector % analysis
10 sectors represented
Whales with similar holdings to Thomas Kahn
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
Coming soon
Curated press + commentary about Thomas Kahn arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com