Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Kahn Brothers Group portfolio balances reported a total equity value of $564.70M across 54 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 12, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight Citigroup Inc (C) as the single largest position, accounting for 18.1% of total equity value, followed by Bayer AG Spons ADR (BAYRY), Flagstar Financial, Inc. (NYCB), Merck & Co. Inc. (MRK), and others. Collectively, the top five holdings represent 56.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.