Thomas Graham Kahn, Kahn Brothers Group
Portfolio USD 632,676,000 across 47 positions as of 2026 Q2; history from 2012 Q1. Source: quarterly 13F filings via dataroma.com.
Positions, 2026 Q2
- C Citigroup Inc.: 19% of portfolio, USD 117,054,000, reduce -0.54%
- BAYRY Bayer Ag Sponsored ADR: 14% of portfolio, USD 89,308,000, add +0.07%
- FLG Flagstar Financial Inc.: 9.6% of portfolio, USD 60,876,000, reduce -0.22%
- GOOG Alphabet Inc. CL C: 6.8% of portfolio, USD 42,720,000, reduce -0.92%
- Z Zillow Group Inc.: 5.9% of portfolio, USD 37,265,000, add +116.84%
- OGN Organon & Co.: 5.7% of portfolio, USD 36,159,000, reduce -51.77%
- DIS Walt Disney Co.: 5.5% of portfolio, USD 34,563,000, reduce -5.23%
- MRK Merck & Co.: 4.4% of portfolio, USD 28,036,000, reduce -4.01%
- MBI MBIA Inc.: 4.3% of portfolio, USD 27,475,000, add +104.91%
- SEG Seaport Entertainment Group: 3.9% of portfolio, USD 24,392,000, add +2.66%
- SEB Seaboard Corp.: 3.8% of portfolio, USD 24,058,000, reduce -8.21%
- BP BP plc: 3.7% of portfolio, USD 23,094,000, add +0.44%
- IDT IDT Corp. CL B: 3.2% of portfolio, USD 20,453,000, reduce -5.61%
- PTEN Patterson-UTI Energy Inc.: 2.4% of portfolio, USD 15,273,000, reduce -1.56%
- PFE Pfizer Inc.: 1.8% of portfolio, USD 11,173,000, reduce -4.28%
- BMY Bristol-Myers Squibb: 1.6% of portfolio, USD 10,035,000, add +2.21%
- GSK GSK plc: 1.3% of portfolio, USD 8,305,000, reduce -1.58%
- XOM ExxonMobil Holdings Corp.: 0.4% of portfolio, USD 2,414,000, reduce -3.29%
- GNE Genie Energy Ltd.: 0.4% of portfolio, USD 2,196,000, reduce -13.18%
- NVS Novartis AG: 0.3% of portfolio, USD 2,067,000, reduce -1.49%
- FRFHF Fairfax Financial Holdings Ltd.: 0.3% of portfolio, USD 1,674,000, hold
- CSX CSX Corp.: 0.3% of portfolio, USD 1,653,000, reduce -4.66%
- FBAK First National Bank Alaska: 0.3% of portfolio, USD 1,556,000, hold
- TRMLF Tourmaline Oil Corp: 0.2% of portfolio, USD 1,127,000, hold
- JPM JPMorgan Chase & Co.: 0.2% of portfolio, USD 942,000, add +2.13%
- AAPL Apple Inc.: 0.1% of portfolio, USD 895,000, hold
- MSFT Microsoft Corp.: 0.1% of portfolio, USD 809,000, add +3.63%
- SEIC SEI Investments: 0.1% of portfolio, USD 579,000, hold
- HLN Haleon Plc ADR: 0.1% of portfolio, USD 544,000, add +3.38%
- BAC Bank of America Corp.: 0.1% of portfolio, USD 539,000, hold
- PEYUF Peyto Exploration & Development Corp.: 0.1% of portfolio, USD 522,000, hold
- RFL Rafael Holdings Inc.: 0.1% of portfolio, USD 494,000, add +157%
- WRLC Windrock Ltd Co: 0.1% of portfolio, USD 444,000, add +50.28%
- IBM International Business Machines: 0.1% of portfolio, USD 345,000, hold
- DB Deutsche Bank AG: 0.1% of portfolio, USD 338,000, hold
- WBS-OLD Webster Financial Corp.: 0.1% of portfolio, USD 332,000, new
- PNC PNC Financial Services: 0.1% of portfolio, USD 330,000, hold
- CVX Chevron Corp.: 0.1% of portfolio, USD 324,000, hold
- OBT Orange County Bancorp Inc: 0.1% of portfolio, USD 294,000, hold
- PEG Public Serv. Enterprise Inc.: 0.1% of portfolio, USD 286,000, hold
- BX Blackstone Group: <0.1% of portfolio, USD 271,000, hold
- AM Antero Midstream Corp.: <0.1% of portfolio, USD 269,000, hold
- PG Procter & Gamble: <0.1% of portfolio, USD 257,000, reduce -5.4%
- PEP PepsiCo Inc.: <0.1% of portfolio, USD 244,000, hold
- ZDGE Zedge Inc.: <0.1% of portfolio, USD 242,000, add +0.25%
- VZ Verizon Communications: <0.1% of portfolio, USD 241,000, hold
- PIFYF Pine Cliff Energy Ltd: <0.1% of portfolio, USD 209,000, hold
Portfolio value, all published quarters
- 2012 Q1: USD 550,448,962
- 2012 Q2: USD 517,509,580
- 2012 Q3: USD 558,204,237
- 2012 Q4: USD 575,952,334
- 2013 Q1: USD 678,581,873
- 2013 Q2: USD 648,129,325
- 2013 Q3: USD 687,374,265
- 2013 Q4: USD 677,094,917
- 2014 Q1: USD 700,396,151
- 2014 Q2: USD 687,311,913
- 2014 Q3: USD 614,858,098
- 2014 Q4: USD 580,153,514
- 2015 Q1: USD 592,114,507
- 2015 Q2: USD 592,876,880
- 2015 Q3: USD 540,235,337
- 2015 Q4: USD 559,732,439
- 2016 Q1: USD 533,936,741
- 2016 Q2: USD 516,414,714
- 2016 Q3: USD 551,999,890
- 2016 Q4: USD 592,080,066
- 2017 Q1: USD 581,425,753
- 2017 Q2: USD 655,781,715
- 2017 Q3: USD 654,505,238
- 2017 Q4: USD 636,495,339
- 2018 Q1: USD 627,725,118
- 2018 Q2: USD 628,521,595
- 2018 Q3: USD 650,974,791
- 2018 Q4: USD 554,706,977
- 2019 Q1: USD 640,231,446
- 2019 Q2: USD 799,981,526
- 2019 Q3: USD 797,497,328
- 2019 Q4: USD 824,808,852
- 2020 Q1: USD 546,680,204
- 2020 Q2: USD 591,910,503
- 2020 Q3: USD 527,607,350
- 2020 Q4: USD 573,285,863
- 2021 Q1: USD 646,136,827
- 2021 Q2: USD 698,474,664
- 2021 Q3: USD 710,349,449
- 2021 Q4: USD 727,888,963
- 2022 Q1: USD 787,470,875
- 2022 Q2: USD 742,861,200
- 2022 Q3: USD 641,866,754
- 2022 Q4: USD 759,249,276
- 2023 Q1: USD 694,653,423
- 2023 Q2: USD 682,067,531
- 2023 Q3: USD 641,057,745
- 2023 Q4: USD 634,755,828
- 2024 Q1: USD 674,295,943
- 2024 Q2: USD 594,797,187
- 2024 Q3: USD 580,340,632
- 2024 Q4: USD 460,453,611
- 2025 Q1: USD 494,501,223
- 2025 Q2: USD 497,946,272
- 2025 Q3: USD 531,636,690
- 2025 Q4: USD 564,928,898
- 2026 Q1: USD 564,069,764
- 2026 Q2: USD 632,676,000