KA
Rating #139
Thomas Graham, Alan & Irving Kahns
Kahn Brothers Group
Portfolio value
Stocks
Performance
1 Year
+23.92%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Thomas Graham, Alan & Irving Kahns’ Portfolio: Q1 2026
Top10 stocks: 78.17% of the portfolio
Thomas Graham, Alan & Irving Kahns’ Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
1.27ppt
0.85ppt
1.35ppt
-0.00ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  OGN | Add +52.56% | $7.52 | $14.34M | 1.27ppt | |
2  MBI | Add +99.89% | $6.37 | $6.55M | 0.85ppt | |
3  SEG | Add +52.38% | $20.88 | $6.41M | 1.35ppt | |
Add +2.05% | $29.92 | $4.31K | -0.00ppt |
Thomas Graham, Alan & Irving Kahns’ Holdings: Q1 2026
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 -4.04% | 840.90K | $95.37M | 16.91% -1.20ppt | 0.05% | 17 Quarters | Q1 2026 | |
Pharmaceuticals | $7.27 | Cut -3.56% | 6.51M | $74.78M | 13.26% 0.32ppt | 0.17% | 10 Quarters | Q1 2026 | ||
3  FLG | Non-Federal Savings | $11.66 | Cut -2.24% | 4.08M | $53.78M | 9.53% 0.22ppt | 0.98% | 6 Quarters | Q1 2026 | |
4  DIS | Misc. Amusement & Recreation | $105.10 | Cut -3.92% | 378.91K | $36.52M | 6.47% -1.47ppt | 0.02% | 9 Quarters | Q1 2026 | |
5  GOOG | Computer Programming & Data | $209.18 | Cut -9.89% | 122.03K | $35.01M | 6.21% -1.32ppt | 0.00% | 4 Quarters | Q1 2026 | |
6  SEB | Wholesale-Farm Products | $3355.61 | Cut -19.41% | 5.87K | $33.19M | 5.88% 0.15ppt | 0.61% | 52 Quarters | Q1 2026 | |
7 OGN | Pharmaceutical Pres | $12.01 | Add +52.56% | 5.54M | $33.17M | 5.88% 1.27ppt | 2.13% | 20 Quarters | Q1 2026 | |
8  BP | Petroleum Refining | $35.08 | Cut -40.08% | 622.26K | $29.25M | 5.18% -1.20ppt | 0.02% | 52 Quarters | Q1 2026 | |
9  MRK | Pharmaceutical Pres | $82.11 | Cut -47.16% | 227.29K | $27.34M | 4.85% -3.17ppt | 0.01% | 17 Quarters | Q1 2026 | |
10  Z | Other Business Services | $41.38 | New Buy +100.00% | 545.21K | $22.56M | 4.00% 4.00ppt | 0.23% | 1 Quarter | Q1 2026 | |
11 SEG | Misc. Amusement & Recreation | $22.42 | Add +52.38% | 893.23K | $19.19M | 3.40% 1.35ppt | 7.02% | 3 Quarters | Q1 2026 | |
12  PTEN | Oil & Gas Drilling | $7.76 | Cut -2.98% | 1.69M | $18.30M | 3.25% 1.36ppt | 0.44% | 52 Quarters | Q1 2026 | |
13  IDT | Telephone Communications | $42.26 | Cut -4.96% | 372.57K | $18.29M | 3.24% -0.31ppt | 1.48% | 17 Quarters | Q1 2026 | |
14  PFE | Pharmaceutical Pres | $36.13 | Cut -12.50% | 484.73K | $13.61M | 2.41% -0.03ppt | 0.01% | 52 Quarters | Q1 2026 | |
15 MBI | Surety Insurance | $6.68 | Add +99.89% | 2.06M | $12.15M | 2.15% 0.85ppt | 4.17% | 3 Quarters | Q1 2026 | |
16  BMY | Pharmaceutical Pres | $48.84 | Cut -15.73% | 170.38K | $10.33M | 1.83% -0.10ppt | 0.01% | 52 Quarters | Q1 2026 | |
17  GSK | Pharmaceutical Pres | $38.40 | Cut -9.91% | 160.98K | $8.88M | 1.58% 0.02ppt | 0.01% | 4 Quarters | Q1 2026 | |
18  XOM | Petroleum Refining | $97.59 | Cut -9.70% | 18.26K | $3.10M | 0.55% 0.12ppt | 0.00% | 52 Quarters | Q1 2026 | |
19  GNE | Combined Electric Services | $6.78 | Cut -8.04% | 175.01K | $2.47M | 0.44% -0.03ppt | 0.67% | 17 Quarters | Q1 2026 | |
20  NVS | Pharmaceutical Pres | $76.19 | Cut -2.13% | 13.39K | $2.04M | 0.36% 0.03ppt | 0.00% | 52 Quarters | Q1 2026 |
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