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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| NVS | Novartis AG | Reduce -1.5% | 0.33% | 13,186 | $2.07M | $156.72 | $142.25 - $157.88(93%)$155.08 -> $156.72 |
| PG | Procter & Gamble | Reduce -5.4% | 0.04% | 1,752 | $256.91K | $146.64 | $138.86 - $153.35(54%)$144.09 -> $146.64 |