Kahn Brothers Group Portfolio Update: March 2026
Thomas Graham's portfolio at Kahn Brothers Group stood at $564 million as of March 31, 2026. Significant changes were observed in holdings like Organon & Co and Flagstar Financial.
Thomas Graham's portfolio at Kahn Brothers Group was valued at $564,065,307 as of March 31, 2026.
Among the notable changes, Organon & Co (OGN) saw a significant increase in shares held, rising by 52.56% compared to the previous period. Conversely, Seaboard Corp (SEB) experienced a substantial decrease, with shares down by 19.41%.
Several other positions also showed notable shifts. Citigroup Inc (C) decreased by 4.04%, Bayer AG Spons ADR (BAYRY) by 3.56%, Flagstar Financial, Inc. (NYCB) by 2.24%, Walt Disney (DIS) by 3.92%, Alphabet Inc Class C (GOOG) by 9.89%, BP PLC (BP) by 40.08%, Merck & Co. Inc. (MRK) by 47.15%, and Zillow Group (Z) by 100.00%.
For detailed analysis of each holding, please refer to the full portfolio breakdown.