Thomas Graham, Alan, Irving Kahns – Kahn Brothers Group Portfolio Activity & Recent Trades (Dec 31, 2025)
As of Dec 31, 2025, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 12, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q4 2025, the filing reported:
New Buys –
None reported
Increases – Tourmaline Oil, Apple Inc., Brookfield Corporation, Blackstone Inc., Comcast Corporation, and 11 more
Reductions – First National Bank Alaska, Antero Resources Corporation, American Express Company, Bank of America Corporation, Bayer A.G., and 20 more
Complete Exits –
None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Name | Type | Change Qty | % Change | Value | Remaining |
|---|---|---|---|---|---|---|---|
Q4 2025 | 32112J106 First National Bank Alaska | First National Bank Alaska | Sell | -70 | -1.4% | $1.47M | 4,920 |
Q4 2025 | 89156V106 Tourmaline Oil | Tourmaline Oil | Buy | +2,550 | +10.4% | $1.21M | 26,959 |
Q4 2025 | AAPL Apple Inc. | Apple Inc. | Buy | +100 | +3.3% | $840.59K | 3,092 |
Q4 2025 | AR Antero Resources Corporation | Antero Resources Corporation | Sell | -11,600 | -65.0% | $215.10K | 6,242 |
Q4 2025 | AXP American Express Company | American Express Company | Sell | -540 | -47.0% | $225.67K | 610 |
Q4 2025 | BAC Bank of America Corporation | Bank of America Corporation | Sell | -642 | -5.8% | $576.62K | 10,484 |
Q4 2025 | BAYRY Bayer A.G. | Bayer A.G. | Sell | -32,962 | -0.5% | $73.08M | 6,754,291 |
Q4 2025 | BMY Bristol-Myers Squibb Company | Bristol-Myers Squibb Company | Sell | -70,138 | -25.8% | $10.91M | 202,196 |
Q4 2025 | BN Brookfield Corporation | Brookfield Corporation | Buy | +1,690 | +50.0% | $233.12K | 5,070 |
Q4 2025 | BP BP p.l.c. | BP p.l.c. | Sell | -47,205 | -4.3% | $36.06M | 1,038,402 |
Q4 2025 | BX Blackstone Inc. | Blackstone Inc. | Buy | +800 | +53.3% | $354.52K | 2,300 |
Q4 2025 | C Citigroup, Inc. | Citigroup, Inc. | Sell | -382 | -0.0% | $102.25M | 876,278 |
Q4 2025 | CMCSA Comcast Corporation | Comcast Corporation | Buy | +645 | +10.1% | $209.98K | 7,025 |
Q4 2025 | CSX CSX Corporation | CSX Corporation | Sell | -3,200 | -7.9% | $1.36M | 37,531 |
Q4 2025 | DIS Walt Disney Company (The) | Walt Disney Company (The) | Sell | -155 | -0.0% | $44.87M | 394,369 |
Q4 2025 | G0585R106 Assured Guaranty | Assured Guaranty | Buy | +520 | +20.1% | $279.50K | 3,110 |
Q4 2025 | GNE Genie Energy Ltd. | Genie Energy Ltd. | Sell | -1,560 | -0.8% | $2.62M | 190,312 |
Q4 2025 | GOOG Alphabet Inc. | Alphabet Inc. | Buy | +694 | +0.5% | $42.49M | 135,416 |
Q4 2025 | GSK GSK plc | GSK plc | Sell | -82,141 | -31.5% | $8.76M | 178,696 |
Q4 2025 | HLN Haleon plc | Haleon plc | Sell | -2,706 | -4.0% | $660.39K | 65,321 |
Q4 2025 | IBM International Business Machines | International Business Machines | Sell | -280 | -18.6% | $363.75K | 1,228 |
Q4 2025 | IDT IDT Corporation | IDT Corporation | Sell | -346 | -0.1% | $20.07M | 392,011 |
Q4 2025 | JPM JP Morgan Chase & Co. | JP Morgan Chase & Co. | Buy | +800 | +30.0% | $1.12M | 3,468 |
Q4 2025 | MBI MBIA Inc. | MBIA Inc. | Sell | -1,010 | -0.1% | $7.37M | 1,028,784 |
Q4 2025 | MRK Merck & Company, Inc. | Merck & Company, Inc. | Sell | -3,647 | -0.8% | $45.27M | 430,103 |
Q4 2025 | MSFT Microsoft Corporation | Microsoft Corporation | Buy | +487 | +25.6% | $1.16M | 2,392 |
Q4 2025 | NVS Novartis AG | Novartis AG | Sell | -648 | -4.5% | $1.89M | 13,678 |
Q4 2025 | Sell | -119,540 | -2.8% | $52.59M | 4,177,212 | ||
Q4 2025 | OGN Organon & Co. | Organon & Co. | Buy | +12,606 | +0.3% | $26.02M | 3,629,451 |
Q4 2025 | PEG Public Service Enterprise Group | Public Service Enterprise Group | Buy | +800 | +22.1% | $355.25K | 4,424 |