Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Kahn Brothers Group portfolio balances reported a total equity value of $531.80M across 53 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 12, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight CITIGROUP INC (C) as the single largest position, accounting for 16.7% of total equity value, followed by BAYER AG SPONS ADR (BAYRY), FLAGSTAR FINANCIAL, INC. (NYCB), WALT DISNEY (DIS), and others. Collectively, the top five holdings represent 52.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.