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.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| SEG | Seaport Entmt Group | Add +2.7% | 3.86% | 917,005 | $24.39M | $26.60 | $21.29 - $27.26(89%)$21.46 -> $26.60 |
| 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 |
| 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 |
| BP | BP PLC | Add +0.4% | 3.65% | 624,999 | $23.09M | $36.95 | $36.91 - $47.99(0%)$46.17 -> $36.95 |
| 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 |
| 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 |
| ZDGE | Zedge Inc | Add +0.3% | 0.04% | 78,126 | $242.19K | $3.10 | $2.57 - $4.31(30%)$2.93 -> $3.10 |