Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Kahn Brothers Group portfolio holdings is valued at approximately $497.95M, featuring 50 publicly traded holdings. This in-depth profile highlights the top investments led by CITIGROUP INC (C), BAYER AG SPONS ADR (BAYRY), WALT DISNEY (DIS), FLAGSTAR FINANCIAL, INC. (NYCB), MERCK & CO. INC. (MRK), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Kahn Brothers Group’s stock portfolio spans 50 holdings across 10 different sectors, with a total market value of $497.95M. The Healthcare sector represents the largest allocation, while the top holdings account for nearly 52% of the total portfolio value. CITIGROUP INC remains single largest position at 15.2% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Kahn Brothers Group Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| C CITIGROUP INC | 15.16% | $75,474,882 |
| BAYRY BAYER AG SPONS ADR | 10.19% | $50,734,969 |
| DIS WALT DISNEY | 9.77% | $48,667,724 |
| NYCB FLAGSTAR FINANCIAL, INC. | 9.20% | $45,804,349 |
| MRK MERCK & CO. INC. | 7.80% | $38,825,234 |
| BP BP PLC | 6.79% | $33,802,103 |
| OGN ORGANON & CO | 6.78% | $33,784,652 |
| IDT IDT CORP CLASS B | 5.44% | $27,093,252 |
| BMY BRISTOL-MYERS SQUIBB | 5.12% | $25,491,116 |
| GSK GSK PLC ADR | 5.09% | $25,339,084 |
| SEB SEABOARD CORP | 4.95% | $24,672,127 |
| PFE PFIZER | 3.56% | $17,719,173 |
| PTEN PATTERSON UTI ENERGY | 2.28% | $11,371,723 |
| GOOG ALPHABET INC CLASS C | 1.29% | $6,448,303 |
| GNE GENIE ENERGY LTD CLASS B | 1.07% | $5,349,093 |
| G0585R106 ASSURED GUARANTY LTD F | 0.77% | $3,831,180 |
| NVS NOVARTIS AG SPONSORED ADR | 0.45% | $2,235,175 |
| XOM EXXONMOBIL | 0.41% | $2,063,615 |
| FRFHF FAIRFAX FINL HLDGS LTD SUB VTG | 0.37% | $1,834,084 |
| WBS WEBSTER FINL CO | 0.33% | $1,642,859 |
| 32112J106 FIRST NATL BK ALASKA COM | 0.33% | $1,621,247 |
| 89156V106 TOURMALINE OIL CORP COM | 0.27% | $1,346,408 |
| CSX CSX CORP COM | 0.27% | $1,329,052 |
| HLN HALEON PLC | 0.25% | $1,228,191 |
| AR ANTERO RES CORP COM | 0.20% | $1,003,213 |
| MSFT MICROSOFT | 0.19% | $947,566 |
| JPM JPMORGAN CHASE | 0.16% | $804,500 |
| AAPL APPLE INC COM | 0.12% | $613,868 |
| SEIC SEI INVT CO PA PV $0.01 | 0.12% | $592,716 |
| BAC BANK OF AMERICA CORP | 0.11% | $562,492 |
| 717046106 PEYTO EXPL & DEV CORP NEW COM | 0.09% | $460,580 |
| IBM INTL BUSINESS MACHINES | 0.09% | $444,528 |
| AM ANTERO MIDSTREAM CORP COM | 0.07% | $357,321 |
| ZDGE ZEDGE INC CLASS B | 0.07% | $339,971 |
| VZ VERIZON | 0.07% | $333,828 |
| PEG PUBLIC SVC ENTERPRISE GROUP INC COM | 0.06% | $305,068 |
| CVX CHEVRON CORP. | 0.06% | $293,969 |
| DB DEUTSCHE BANK AG NAMEN AKT | 0.06% | $292,800 |
| NAVI NAVIENT CORP | 0.06% | $290,460 |
| PG PROCTER & GAMBLE | 0.06% | $281,518 |
| PNC PNC FINL SVCS GROUP INC COM | 0.06% | $279,070 |
| RFL RAFAEL HOLDINGS INC CLASS B | 0.06% | $278,585 |
| 97349V107 WINDROCK LTD CO | 0.05% | $258,895 |
| 722524105 PINE CLIFF ENERGY LTD COM | 0.05% | $244,740 |
| PEP PEPSICO INC COM | 0.05% | $237,672 |
| CMCSA COMCAST CORP NEW CL A | 0.05% | $227,702 |
| BX BLACKSTONE INC COM | 0.05% | $224,370 |
| OBT ORANGE CNTY BANCORP INC COM | 0.04% | $206,720 |
| AIG AMERICAN INTL GROUP INC COM NEW | 0.04% | $201,050 |
| GOOG NAM TAI PROPERTY INC F | 0.03% | $146,000 |
| 896CNT011 TRINITY PL HLDGS INC | 0.00% | $6,679 |