Kahn Brothers Group
As of Q2 2026, Kahn Brothers Group reported 48 long-equity positions worth $632.67M in aggregate.
Copy-investor backtest
- Latest quarter
- +5.75%
- 1-year
- +34.09%
- 3-year
- +7.23%
- 5-year
- +20.48%
- 3-year vs S&P 500
- -66.11%
- 5-year vs S&P 500
- -55.54%
- 5-year top 5
- +27.07%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
Get email alerts when Kahn Brothers Group files a new 13F — sign in or create a free account.
All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| OGN | Organon & Co | Reduce -51.8% | 5.72% | 2,670,523 | $36.16M | $13.54 | $5.82 - $13.55(100%)$6.14 -> $13.54 |
| Z | Zillow Group Inc | Add +116.8% | 5.89% | 1,182,261 | $37.26M | $31.52 | $29.23 - $48.44(12%)$40.49 -> $31.52 |
| MBI | M B I A Inc | Add +104.9% | 4.34% | 4,213,920 | $27.47M | $6.52 | $5.53 - $6.64(89%)$5.80 -> $6.52 |
| WBS | Webster Finl Co | New | 0.05% | 4,349 | $332.35K | $76.42 | $68.99 - $76.43(100%)$70.25 -> $76.42 |
| CMCSA | Comcast Corp New CL A | Sold | — | 0 | $0 | — | - |
| SEB | Seaboard Corp | Reduce -8.2% | 3.80% | 5,389 | $24.06M | $4464.33 | $4278.08 - $5989.37(11%)$5761.21 -> $4464.33 |
| DIS | Walt Disney | Reduce -5.2% | 5.46% | 359,092 | $34.56M | $96.25 | $95.09 - $110.48(8%)$96.56 -> $96.22 |
| IDT | IDT Corp Class B | Reduce -5.6% | 3.23% | 351,660 | $20.45M | $58.16 | $48.19 - $58.63(95%)$49.27 -> $58.16 |
| MRK | Merck & Co. Inc. | Reduce -4.0% | 4.43% | 218,182 | $28.04M | $128.50 | $107.90 - $130.29(92%)$120.84 -> $128.50 |
| C | Citigroup Inc | Reduce -0.5% | 18.50% | 836,337 | $117.05M | $139.96 | $111.75 - $147.96(78%)$115.30 -> $139.94 |
| SEG | Seaport Entmt Group | Add +2.7% | 3.86% | 917,005 | $24.39M | $26.60 | $21.29 - $27.26(89%)$21.46 -> $26.60 |
| PFE | Pfizer | Reduce -4.3% | 1.77% | 464,001 | $11.17M | $24.08 | $23.62 - $28.75(9%)$28.55 -> $24.08 |
| GOOG | Alphabet Inc Class C | Reduce -0.9% | 6.75% | 120,906 | $42.72M | $353.33 | $287.57 - $404.47(56%)$294.90 -> $353.33 |
| GNE | Genie Energy LTD Class B | Reduce -13.2% | 0.35% | 151,941 | $2.2M | $14.45 | $12.69 - $14.88(80%)$14.04 -> $14.45 |
| RFL | Rafael Holdings Inc Class B | Add +157.0% | 0.08% | 150,493 | $493.62K | $3.28 | $1.18 - $3.49(91%)$1.24 -> $3.28 |
| PTEN | Patterson Uti Energy | Reduce -1.6% | 2.41% | 1,663,758 | $15.27M | $9.18 | $9.13 - $13.08(1%)$10.35 -> $9.18 |
| BMY | Bristol-Myers Squibb | Add +2.2% | 1.59% | 174,152 | $10.03M | $57.62 | $53.74 - $62.23(46%)$61.73 -> $57.60 |
| WRLC | Windrock LTD Co | Add +50.3% | 0.07% | 807 | $443.84K | $549.99 | $435.00 - $549.99(100%)$525.00 -> $549.99 |
| NYCB | Flagstar Financial, Inc. | Reduce -0.2% | 9.62% | 4,074,720 | $60.88M | — | - |
| GSK | GSK PLC ADR | Reduce -1.6% | 1.31% | 158,438 | $8.31M | $52.42 | $48.57 - $59.57(35%)$55.99 -> $52.42 |
| BP | BP PLC | Add +0.4% | 3.65% | 624,999 | $23.09M | $36.95 | $36.91 - $47.99(0%)$46.17 -> $36.95 |
| XOM | ExxonMobil | Reduce -3.3% | 0.38% | 17,655 | $2.41M | $136.72 | $134.95 - $168.00(5%)$160.78 -> $136.72 |
| CSX | CSX Corp Com | Reduce -4.7% | 0.26% | 34,781 | $1.65M | $47.53 | $40.34 - $48.41(89%)$41.44 -> $47.53 |
| BAYRY | Bayer AG Spons ADR | Add +0.1% | 14.12% | 6,518,603 | $89.31M | $13.70 | $9.60 - $13.76(99%)$11.60 -> $13.72 |
| NVS | Novartis AG | Reduce -1.5% | 0.33% | 13,186 | $2.07M | $156.72 | $142.25 - $157.88(93%)$155.08 -> $156.72 |
| MSFT | Microsoft | Add +3.6% | 0.13% | 2,168 | $808.71K | $373.02 | $349.20 - $466.32(20%)$369.37 -> $373.02 |
| JPM | JPMorgan Chase | Add +2.1% | 0.15% | 2,878 | $942.06K | $327.33 | $288.72 - $343.45(71%)$295.38 -> $327.33 |
| HLN | Haleon PLC | Add +3.4% | 0.09% | 58,341 | $544.32K | $9.33 | $8.65 - $10.06(48%)$9.97 -> $9.33 |
| PG | Procter & Gamble | Reduce -5.4% | 0.04% | 1,752 | $256.91K | $146.64 | $138.86 - $153.35(54%)$144.09 -> $146.64 |
| ZDGE | Zedge Inc | Add +0.3% | 0.04% | 78,126 | $242.19K | $3.10 | $2.57 - $4.31(30%)$2.93 -> $3.10 |