Irving Kahn - Kahn Brothers Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    47
Portfolio value:    $564,065,307
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Avg. Buy
Price*
Value Current
Price
+/-
Since
Buy
52
Week
Low
52
Week
High
C - Citigroup Inc. 16.91 Reduce 4.04% 840,897 $51.47 $95,366,128 $140.71 173.39% $84.31 $147.96
BAYRY - Bayer Aktiengesellschaft 13.26 Reduce 3.56% 6,513,893 $7.29 $74,777,216 $14.14 94.04% $7.17 $15.23
FLG - Flagstar Bank, National Association 9.53 Reduce 2.24% 4,083,618 $9.71 $53,781,249 $14.88 53.26% $10.55 $15.37
DIS - The Walt Disney Co. 6.47 Reduce 3.92% 378,909 $105.61 $36,519,249 $96.00 -9.10% $91.49 $121.64
GOOG - Alphabet Inc. 6.21 Reduce 9.89% 122,029 $164.75 $35,005,238 $350.67 112.85% $180.20 $404.23
SEB - Seaboard Corp. 5.88 Reduce 19.41% 5,871 $3,380.01 $33,194,751 $4,705.56 39.22% $2,983.52 $5,986.51
OGN - Organon & Co. 5.88 Add 52.56% 5,536,993 $12.09 $33,166,588 $13.50 11.65% $5.68 $13.60
BP - BP p.l.c. 5.18 Reduce 40.08% 622,256 $33.47 $29,246,032 $40.83 21.99% $29.97 $47.72
MRK - Merck & Co., Inc. 4.85 Reduce 47.15% 227,288 $82.11 $27,340,511 $124.03 51.06% $74.18 $130.29
Z - Zillow Group, Inc. 4.00 Buy 545,212 $41.38 $22,560,872 $32.19 -22.21% $29.23 $93.88
SEG - Seaport Entertainment Group Inc. 3.40 Add 52.38% 893,227 $22.42 $19,186,515 $25.62 14.30% $17.74 $28.34
PTEN - Patterson-UTI Energy, Inc. 3.25 Reduce 2.98% 1,690,156 $7.69 $18,304,389 $9.68 25.89% $4.93 $12.96
IDT - IDT Corp. 3.24 Reduce 4.96% 372,566 $42.26 $18,292,990 $61.40 45.30% $45.54 $68.82
PFE - Pfizer Inc. 2.41 Reduce 12.50% 484,733 $36.14 $13,611,302 $24.48 -32.26% $21.97 $28.28
MBI - MBIA Inc. 2.15 Add 99.89% 2,056,434 $6.68 $12,153,524 $6.30 -5.69% $4.41 $8.26
BMY - Bristol-Myers Squibb Co. 1.83 Reduce 15.73% 170,381 $48.66 $10,333,607 $59.34 21.96% $40.99 $61.55
GSK - GSK plc 1.58 Reduce 9.91% 160,982 $38.40 $8,884,596 $52.29 36.17% $34.17 $60.65
XOM - ExxonMobil Holdings Corp. 0.55 Reduce 9.70% 18,255 $97.61 $3,097,143 $144.51 48.05% $102.27 $175.22
GNE - Genie Energy Ltd. 0.44 Reduce 8.04% 175,011 $6.78 $2,474,655 $14.04 106.98% $12.62 $21.96
NVS - Novartis AG 0.36 Reduce 2.13% 13,386 $79.27 $2,044,711 $153.37 93.49% $109.02 $165.43
FRFHF - Fairfax Financial Holdings Ltd. 0.31 1,018 $1,078.59 $1,729,242 $1,664.00 54.28% $1,500.00 $1,949.00
CSX - CSX Corp. 0.27 Reduce 2.80% 36,481 $30.76 $1,497,545 $49.64 61.40% $31.48 $49.90
FBAK - First National Bank Alaska 0.26 4,920 $239.88 $1,471,080 $320.00 33.40% $234.12 $338.94
TRMLF - Tourmaline Oil Corp. 0.23 26,959 $46.80 $1,286,318 $43.29 -7.51% $39.07 $50.80
JPM - JPMorgan Chase & Co. 0.15 Reduce 18.74% 2,818 $297.36 $828,942 $334.53 12.50% $276.43 $341.91
AAPL - Apple Inc. 0.14 3,092 $184.45 $784,718 $317.31 72.03% $200.70 $323.45
MSFT - Microsoft Corp. 0.14 Reduce 12.54% 2,092 $435.88 $774,395 $390.99 -10.30% $349.20 $551.05
PEYUF - Peyto Exploration & Development Corp. 0.11 Reduce 1.73% 31,307 $9.05 $609,806 $17.13 89.32% $12.64 $20.88
HLN - Haleon plc 0.10 Reduce 13.61% 56,431 $6.09 $564,874 $9.86 61.90% $8.60 $11.13
SEIC - SEI Investments Co. 0.09 6,596 $71.02 $517,588 $96.18 35.42% $74.64 $96.73
BAC - Bank of America Corp. 0.08 Reduce 9.78% 9,459 $31.48 $461,126 $59.50 89.01% $43.80 $60.83
CVX - Chevron Corp. 0.07 Reduce 2.50% 1,953 $167.07 $404,075 $182.20 9.05% $140.64 $212.76
DB - Deutsche Bank Aktiengesellschaft 0.05 10,000 $17.30 $297,800 $35.24 103.70% $27.13 $39.01
IBM - International Business Machines Corp. 0.05 1,228 $221.32 $297,654 $290.23 31.14% $212.34 $332.46
PEG - Public Service Enterprise Group Inc. 0.05 Reduce 20.34% 3,524 $69.39 $285,267 $80.89 16.57% $75.39 $88.34
VZ - Verizon Communications Inc. 0.05 Reduce 30.26% 5,682 $54.01 $285,236 $42.68 -20.98% $36.55 $50.06
PEP - PepsiCo, Inc. 0.05 1,800 $137.10 $279,522 $138.49 1.01% $128.66 $168.19
PNC - The PNC Financial Services Group, Inc. 0.05 Reduce 40.54% 1,342 $180.87 $279,256 $252.85 39.80% $174.19 $256.00
AM - Antero Midstream Corp. 0.05 Reduce 37.39% 11,806 $14.10 $269,176 $22.46 59.32% $16.20 $23.59
PG - The Procter & Gamble Co. 0.05 Reduce 0.80% 1,852 $148.24 $267,502 $148.37 0.09% $135.63 $166.00
BX - Blackstone Inc. 0.05 2,300 $144.92 $264,477 $122.04 -15.79% $100.80 $184.54
OBT - Orange County Bancorp, Inc. 0.05 8,000 $25.84 $255,840 $36.86 42.65% $22.47 $40.10
PIFYF - Pine Cliff Energy Ltd. 0.04 520,000 $0.46 $253,403 $0.43 -7.96% $0.35 $0.65
WRLC - Windrock Land Co. 0.04 Reduce 5.62% 537 $455.18 $251,853 $540.00 18.63% $394.31 $550.00
ZDGE - Zedge, Inc. 0.04 Reduce 5.61% 77,928 $9.15 $228,329 $3.14 -65.68% $2.17 $4.78
CMCSA - Comcast Corp. 0.04 Add 2.05% 7,169 $32.95 $205,821 $23.97 -27.26% $21.83 $32.20
RFL - Rafael Holdings, Inc. 0.01 Reduce 1.16% 58,557 $11.33 $73,196 $2.26 -80.06% $1.12 $3.96
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Healthcare 30.27
Financial Services 29.68
Communication Services 20.05
Energy 9.48
Industrials 6.20
Real Estate 3.41
Utilities 0.49
Technology 0.33
Consumer Defensive 0.10