Thomas Graham, Alan, Irving Kahns – Kahn Brothers Group Portfolio Activity & Recent Trades (Sep 30, 2025)
As of Sep 30, 2025, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 12, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2025, the filing reported:
New Buys – American Express Company, Brookfield Corporation, MBIA Inc., NVIDIA Corporation, Seaport Entertainment
Increases – Bayer A.G., Walt Disney Company (The), Alphabet Inc., Organon & Co., Webster Financial Corporation
Reductions – First National Bank Alaska, Peyto Exploration, Pine Cliff Energy, Tourmaline Oil, Antero Resources Corporation, and 22 more
Complete Exits – Trinity Place, American International Group, I
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q3 2025 | 32112J106 First National Bank Alaska | Sell | -1,300 |
Q3 2025 | 717046106 Peyto Exploration | Sell | -450 |
Q3 2025 | 722524105 Pine Cliff Energy | Sell | -10,000 |
Q3 2025 | 89156V106 Tourmaline Oil | Sell | -3,550 |
Q3 2025 | 896CNT011 Trinity Place | Sell - Position Exit | -166,999 |
Q3 2025 | AIG American International Group, I | Sell - Position Exit | -2,349 |
Q3 2025 | AR Antero Resources Corporation | Sell | -7,064 |
Q3 2025 | AXP American Express Company | Buy - Position Entry | +1,150 |
Q3 2025 | BAC Bank of America Corporation | Sell | -761 |
Q3 2025 | BAYRY Bayer A.G. | Buy | +58,350 |
Q3 2025 | BMY Bristol-Myers Squibb Company | Sell | -278,349 |
Q3 2025 | BN Brookfield Corporation | Buy - Position Entry | +3,380 |
Q3 2025 | BP BP p.l.c. | Sell | -43,765 |
Q3 2025 | C Citigroup, Inc. | Sell | -10,028 |
Q3 2025 | CVX Chevron Corporation | Sell | -50 |
Q3 2025 | DIS Walt Disney Company (The) | Buy | +2,074 |
Q3 2025 | G0585R106 Assured Guaranty | Sell | -41,396 |
Q3 2025 | GNE Genie Energy Ltd. | Sell | -7,127 |
Q3 2025 | GOOG Alphabet Inc. | Buy | +63,631 |
Q3 2025 | GSK GSK plc | Sell | -399,035 |
Q3 2025 | HLN Haleon plc | Sell | -50,410 |
Q3 2025 | IDT IDT Corporation | Sell | -4,207 |
Q3 2025 | JPM JP Morgan Chase & Co. | Sell | -107 |
Q3 2025 | MBI MBIA Inc. | Buy - Position Entry | +1,029,794 |
Q3 2025 | MRK Merck & Company, Inc. | Sell | -56,715 |
Q3 2025 | NVDA NVIDIA Corporation | Buy - Position Entry | +1,740 |
Q3 2025 | NVS Novartis AG | Sell | -4,145 |
Q3 2025 | NYCB NY Community Bancorp | Sell | -24,413 |
Q3 2025 | OGN Organon & Co. | Buy | +126,695 |
Q3 2025 | PFE Pfizer, Inc. | Sell | -23,845 |