Kahn Brothers Group Portfolio Update: December 2025
Thomas Graham's $564.7 million portfolio held as of December 2025 includes Citigroup as the largest position, with other holdings like Bayer and Flagstar Financial showing decreases, while Alphabet and Organon & Co increased slightly.
Thomas Graham's investment portfolio at Kahn Brothers Group, valued at $564.7 million as of December 2025, features Citigroup Inc (C) as its largest holding at 18.11% allocation. This position saw a slight decrease in shares (-0.04%) during the period.
Bayer AG Spons ADR (BAYRY) experienced a significant reduction, with shares down by 0.49% and a notable decrease in holdings. Flagstar Financial, Inc. (NYCB) also decreased substantially in both shares and percentage allocation.
Meanwhile, Merck & Co. Inc. (MRK) and Walt Disney (DIS) maintained stable positions, while Alphabet Inc Class C (GOOG) increased slightly in shares (+0.52%). BP PLC (BP) saw a moderate decrease, and Seaboard Corp (SEB) experienced a significant drop in its position.
Organon & Co (OGN) and Idt Corp Class B (IDT) showed positive changes in shares, though their allocations are smaller. For detailed analysis of each stock, visit Citigroup, Bayer, Flagstar Financial, and other links provided below.
For the complete investor profile, see Kahn Brothers Group.