Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q4 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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2025
|
32112J106
First National Bank Alaska
|
Sell |
-70
|
|
Q4 2025
|
89156V106
Tourmaline Oil
|
Buy |
+2,550
|
|
Q4 2025
|
AAPL
Apple Inc.
|
Buy |
+100
|
|
Q4 2025
|
AR
Antero Resources Corporation
|
Sell |
-11,600
|
|
Q4 2025
|
AXP
American Express Company
|
Sell |
-540
|
|
Q4 2025
|
BAC
Bank of America Corporation
|
Sell |
-642
|
|
Q4 2025
|
BAYRY
Bayer A.G.
|
Sell |
-32,962
|
|
Q4 2025
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-70,138
|
|
Q4 2025
|
BN
Brookfield Corporation
|
Buy |
+1,690
|
|
Q4 2025
|
BP
BP p.l.c.
|
Sell |
-47,205
|
|
Q4 2025
|
BX
Blackstone Inc.
|
Buy |
+800
|
|
Q4 2025
|
C
Citigroup, Inc.
|
Sell |
-382
|
|
Q4 2025
|
CMCSA
Comcast Corporation
|
Buy |
+645
|
|
Q4 2025
|
CSX
CSX Corporation
|
Sell |
-3,200
|
|
Q4 2025
|
DIS
Walt Disney Company (The)
|
Sell |
-155
|
|
Q4 2025
|
G0585R106
Assured Guaranty
|
Buy |
+520
|
|
Q4 2025
|
GNE
Genie Energy Ltd.
|
Sell |
-1,560
|
|
Q4 2025
|
GOOG
Alphabet Inc.
|
Buy |
+694
|
|
Q4 2025
|
GSK
GSK plc
|
Sell |
-82,141
|
|
Q4 2025
|
HLN
Haleon plc
|
Sell |
-2,706
|
|
Q4 2025
|
IBM
International Business Machines
|
Sell |
-280
|
|
Q4 2025
|
IDT
IDT Corporation
|
Sell |
-346
|
|
Q4 2025
|
JPM
JP Morgan Chase & Co.
|
Buy |
+800
|
|
Q4 2025
|
MBI
MBIA Inc.
|
Sell |
-1,010
|
|
Q4 2025
|
MRK
Merck & Company, Inc.
|
Sell |
-3,647
|
|
Q4 2025
|
MSFT
Microsoft Corporation
|
Buy |
+487
|
|
Q4 2025
|
NVS
Novartis AG
|
Sell |
-648
|
|
Q4 2025
|
Sell |
-119,540
|
|
|
Q4 2025
|
OGN
Organon & Co.
|
Buy |
+12,606
|
|
Q4 2025
|
PEG
Public Service Enterprise Group
|
Buy |
+800
|
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