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Focused investors/Kahn Brothers Group

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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Reported portfolio value

This chart traces the total value of the manager’s reported 13F equity holdings quarter by quarter, so you can see how their book has grown or shrunk over time.

Latest: $632.67M
Peak: $824.73M (Q4 2019)
Positions: 48
Reported portfolio value by quarterQuarterly total reported 13F value for this manager.$0$250M$500M$750M$1B2009201220152018202120242026PeriodReported value
Quarterly rows

This table lists every reported quarter for the manager, showing the total reported value and the number of positions in each one, so you can track the full filing history at a glance.

PeriodFiledHoldingsTotal valueDelta value
Q2 20262026-06-3048$632.67M+$68.61M(+12.2%)
Q1 20262026-03-3148$564.07M-$638.48K(-0.1%)
Q4 20252025-12-3154$564.7M+$32.9M(+6.2%)
Q3 20252025-09-3053$531.8M+$33.85M(+6.8%)
Q2 20252025-06-3050$497.95M+$3.5M(+0.7%)
Q1 20252025-03-3155$494.45M+$34.09M(+7.4%)
Q4 20242024-12-3152$460.36M-$120.21M(-20.7%)
Q3 20242024-09-3053$580.57M-$14.4M(-2.4%)
Q2 20242024-06-3052$594.97M-$79.39M(-11.8%)
Q1 20242024-03-3153$674.36M+$39.6M(+6.2%)
Q4 20232023-12-3143$634.76M-$6.18M(-1.0%)
Q3 20232023-09-3043$640.94M-$41.12M(-6.0%)
Q2 20232023-06-3043$682.06M-$12.65M(-1.8%)
Q1 20232023-03-3145$694.72M-$64.91M(-8.5%)
Q4 20222022-12-3145$759.63M+$117.89M(+18.4%)
Q3 20222022-09-3045$641.74M-$100.98M(-13.6%)
Q2 20222022-06-3045$742.71M-$44.84M(-5.7%)
Q1 20222022-03-3146$787.55M+$59.53M(+8.2%)
Q4 20212021-12-3143$728.03M+$17.68M(+2.5%)
Q3 20212021-09-3043$710.35M+$12.01M(+1.7%)
Q2 20212021-06-3043$698.34M+$52.26M(+8.1%)
Q1 20212021-03-3142$646.07M+$72.79M(+12.7%)
Q4 20202020-12-3142$573.28M+$45.78M(+8.7%)
Q3 20202020-09-3042$527.5M-$64.29M(-10.9%)
Q2 20202020-06-3047$591.79M+$45.06M(+8.2%)
Q1 20202020-03-3148$546.73M-$278M(-33.7%)
Q4 20192019-12-3147$824.73M+$28.25M(+3.5%)
Q3 20192019-09-3048$796.48M-$3.4M(-0.4%)
Q2 20192019-06-3044$799.87M+$159.83M(+25.0%)
Q1 20192019-03-3132$640.04M+$85.38M(+15.4%)
Q4 20182018-12-3131$554.66M-$96.5M(-14.8%)
Q3 20182018-09-3031$651.15M+$22.73M(+3.6%)
Q2 20182018-06-3031$628.43M+$678.21K(+0.1%)
Q1 20182018-03-3131$627.75M-$8.83M(-1.4%)
Q4 20172017-12-3131$636.58M-$17.95M(-2.7%)
Q3 20172017-09-3034$654.54M-$1.21M(-0.2%)
Q2 20172017-06-3034$655.75M+$74.35M(+12.8%)
Q1 20172017-03-3135$581.4M-$10.7M(-1.8%)
Q4 20162016-12-3135$592.1M+$40.01M(+7.2%)
Q3 20162016-09-3035$552.09M+$35.53M(+6.9%)
Q2 20162016-06-3037$516.56M-$17.32M(-3.2%)
Q1 20162016-03-3137$533.88M-$25.78M(-4.6%)
Q4 20152015-12-3138$559.66M+$19.47M(+3.6%)
Q3 20152015-09-3038$540.19M-$52.86M(-8.9%)
Q2 20152015-06-3040$593.05M+$976.91K(+0.2%)
Q1 20152015-03-3142$592.07M+$11.88M(+2.0%)
Q4 20142014-12-3144$580.19M-$34.61M(-5.6%)
Q3 20142014-09-3044$614.81M-$72.52M(-10.6%)
Q2 20142014-06-3043$687.33M-$13.18M(-1.9%)
Q1 20142014-03-3142$700.51M+$119.46M(+20.6%)
Q4 20132013-12-3142$581.04M-$106.25M(-15.5%)
Q3 20132013-09-3044$687.29M+$39.25M(+6.1%)
Q2 20132013-06-3047$648.04M-$22.1M(-3.3%)
Q1 20132013-03-3142$670.14M+$102.22M(+18.0%)
Q4 20122012-12-3141$567.92M+$17.64M(+3.2%)
Q3 20122012-09-3042$550.28M+$40.32M(+7.9%)
Q2 20122012-06-3042$509.96M-$31.86M(-5.9%)
Q1 20122012-03-3143$541.82M+$40.22M(+8.0%)
Q4 20112011-12-3144$501.6M+$96.34M(+23.8%)
Q3 20112011-09-3043$405.27M-$142.67M(-26.0%)
Q2 20112011-06-3043$547.93M-$6.58M(-1.2%)
Q1 20112011-03-3144$554.51M+$25.07M(+4.7%)
Q4 20102010-12-3145$529.44M+$43.02M(+8.8%)
Q3 20102010-09-3049$486.42M+$60.33M(+14.2%)
Q2 20102010-06-3049$426.1M-$28.79M(-6.3%)
Q1 20102010-03-3150$454.89M+$31.48M(+7.4%)
Q4 20092009-12-3151$423.41M-