Thomas Graham, Alan, Irving Kahns – Kahn Brothers Group Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Kahn Brothers Group portfolio balances reported a total equity value of $497.95M across 50 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight CITIGROUP INC (C) as the single largest position, accounting for 15.2% of total equity value, followed by BAYER AG SPONS ADR (BAYRY), WALT DISNEY (DIS), FLAGSTAR FINANCIAL, INC. (NYCB), and others. Collectively, the top five holdings represent 52.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.