KA
Rating #149
Thomas Graham, Alan & Irving Kahns
Kahn Brothers Group
Portfolio value
Stocks
Performance
1 Year
+20.43%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Thomas Graham, Alan & Irving Kahns’ Portfolio: Q4 2025
Top10 stocks: 84.13% of the portfolio
Thomas Graham, Alan & Irving Kahns’ Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
0.05ppt
0.04ppt
0.02ppt
1.36ppt
0.03ppt
0.01ppt
0.02ppt
-2.66ppt
-0.00ppt
0.01ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  XOM | Add +12.67% | $115.98 | $263.74K | 0.05ppt | |
2  JPM | Add +29.99% | $309.60 | $247.68K | 0.04ppt | |
3  MSFT | Add +25.56% | $501.12 | $244.05K | 0.02ppt | |
4  GOOG | Add +0.52% | $286.47 | $198.81K | 1.36ppt | |
5  PNC | Add +54.91% | $193.03 | $154.42K | 0.03ppt | |
6  BX | Add +53.33% | $151.96 | $121.57K | 0.01ppt | |
7  TOU | Add +10.45% | $44.20 | $112.71K | 0.02ppt | |
8  OGN | Add +0.35% | $7.90 | $99.59K | -2.66ppt | |
9  BN | Add +50.00% | $45.61 | $77.08K | -0.00ppt | |
10  PEG | Add +22.08% | $81.58 | $65.26K | 0.01ppt |
Thomas Graham, Alan & Irving Kahns’ Holdings: Q4 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  C | National Banks | $52.06 | Cut -0.04% | 876.28K | $102.25M | 18.11% 1.38ppt | 0.05% | 16 Quarters | Q4 2025 | |
Pharmaceuticals | $7.27 | Cut -0.49% | 6.75M | $73.08M | 12.94% 2.36ppt | 0.17% | 9 Quarters | Q4 2025 | ||
3  FLG | Non-Federal Savings | $11.66 | Cut -2.78% | 4.18M | $52.59M | 9.31% -0.02ppt | 1.01% | 5 Quarters | Q4 2025 | |
4  MRK | Pharmaceutical Pres | $82.11 | Cut -0.84% | 430.10K | $45.27M | 8.02% 1.17ppt | 0.02% | 16 Quarters | Q4 2025 | |
5  DIS | Misc. Amusement & Recreation | $105.10 | Cut -0.04% | 394.37K | $44.87M | 7.95% -0.55ppt | 0.02% | 8 Quarters | Q4 2025 | |
6 GOOG | Computer Programming & Data | $209.18 | Add +0.52% | 135.42K | $42.49M | 7.52% 1.36ppt | 0.00% | 3 Quarters | Q4 2025 | |
7  BP | Petroleum Refining | $35.08 | Cut -4.35% | 1.04M | $36.06M | 6.39% -0.65ppt | 0.04% | 51 Quarters | Q4 2025 | |
8  SEB | Wholesale-Farm Products | $3355.61 | Cut -5.68% | 7.29K | $32.38M | 5.73% 0.44ppt | 0.76% | 51 Quarters | Q4 2025 | |
9 OGN | Pharmaceutical Pres | $15.17 | Add +0.35% | 3.63M | $26.02M | 4.61% -2.66ppt | 1.40% | 19 Quarters | Q4 2025 | |
10  IDT | Telephone Communications | $42.26 | Cut -0.09% | 392.01K | $20.07M | 3.55% -0.30ppt | 1.56% | 16 Quarters | Q4 2025 | |
11  PFE | Pharmaceutical Pres | $36.13 | Cut -21.66% | 553.95K | $13.79M | 2.44% -0.95ppt | 0.01% | 51 Quarters | Q4 2025 | |
12  SEG | Misc. Amusement & Recreation | $22.90 | Add +0.48% | 586.17K | $11.59M | 2.05% -0.46ppt | 4.61% | 2 Quarters | Q4 2025 | |
13  BMY | Pharmaceutical Pres | $48.84 | Cut -25.75% | 202.20K | $10.91M | 1.93% -0.38ppt | 0.01% | 51 Quarters | Q4 2025 | |
14  PTEN | Oil & Gas Drilling | $7.76 | Cut -7.61% | 1.74M | $10.64M | 1.88% 0.05ppt | 0.45% | 51 Quarters | Q4 2025 | |
15  GSK | Pharmaceutical Pres | $38.40 | Cut -31.49% | 178.70K | $8.76M | 1.55% -0.57ppt | 0.01% | 3 Quarters | Q4 2025 | |
16  MBI | Surety Insurance | $7.45 | Cut -0.10% | 1.03M | $7.37M | 1.30% -0.14ppt | 2.07% | 2 Quarters | Q4 2025 | |
17  GNE | Combined Electric Services | $6.78 | Cut -0.81% | 190.31K | $2.62M | 0.46% -0.08ppt | 0.73% | 16 Quarters | Q4 2025 | |
18 XOM | Petroleum Refining | $97.59 | Add +12.67% | 20.22K | $2.43M | 0.43% 0.05ppt | 0.00% | 51 Quarters | Q4 2025 | |
19  FFH | Property and Casualty Insurance | $1457.43 | 0.00% | 1.02K | $1.94M | 0.34% 0.01ppt | 0.01% | 8 Quarters | Q1 2024 | |
20  NVS | Pharmaceutical Pres | $76.19 | Cut -4.52% | 13.68K | $1.89M | 0.33% -0.01ppt | 0.00% | 51 Quarters | Q4 2025 |
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