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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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 21 of 44 rows. Rows without a quote are marked unavailable.

1MRKMERCK10.69%Reduce -1.0%1,109,189$65.75M$59.28No quote
2CCITIGROUP10.36%Reduce -11.3%1,228,560$63.66M$51.82No quote
3PFEPFIZER9.55%Reduce -6.6%1,985,161$58.7M$29.57No quote
4NYCBNEW YORK COMMUNITY9.10%Reduce -5.4%3,524,813$55.94MNo quoteNo quote
5NYTNY TIMES CL A8.08%Reduce -1.9%4,427,396$49.68M$11.22No quote
6HOLXHOLOGIC6.10%Reduce -0.0%1,541,159$37.5M$24.33No quote
7-BP PLCCUSIP 556221046.04%Reduce -6.8%844,455$37.11MNo quoteNo quote
8ORIOLD REPUBLIC4.92%Reduce -6.5%2,118,895$30.26M$14.28No quote
9SEBSEABOARD CORP4.64%Reduce -6.2%10,660$28.52M$2674.99No quote
10NTPIFNAM TAI PPTY3.68%Reduce -1.1%3,730,956$22.65MNo quoteNo quote
11MBIMBIA3.49%Reduce -7.3%2,337,439$21.46M$9.18No quote
12PTENPATTERSON ENERGY3.31%Reduce -30.7%626,254$20.37M$32.53No quote
13VOXXVOXX INTERNATIONAL2.93%Reduce -6.1%1,938,736$18.03MNo quoteNo quote
14STLSTERLING BANCORP2.89%Reduce -0.6%1,388,492$17.76MNo quoteNo quote
15NAVINAVIENT2.59%Reduce -1.4%899,585$15.93M$17.71No quote
16BBBLACKBERRY2.52%Reduce -6.8%1,556,050$15.47M$9.94No quote
17SYMBOLIDT CORP CL B1.72%Reduce -1.2%656,945$10.55MNo quoteNo quote
18SLMSLM CORP1.25%Reduce -1.5%897,925$7.69M$8.56No quote
19TPHSTRINITY PLACE HOLDINGS1.17%-1,199,563$7.2MNo quoteNo quote
20STRPSTRAIGHT PATH COMM0.85%Reduce -0.8%331,502$5.22MNo quoteNo quote
21SYMBOLGENIE ELECTRIC0.68%Reduce -9.1%595,318$4.19MNo quoteNo quote
22NVSNOVARTIS ADR0.46%Add +15.2%30,368$2.86M$94.13No quote
23-GLAXOSMITHKLINECUSIP 3773W1050.38%New51,000$2.34MNo quoteNo quote
24XOMEXXON MOBILE0.27%-17,684$1.66M$94.05No quote
25-LANDMARK SAVINGS BANKCUSIP 5149281000.26%Reduce -2.7%68,606$1.59MNo quoteNo quote
26CMCSACOMCAST CL A0.23%Add +9.0%26,435$1.42M$53.78No quote
27BMYBRISTOL MYERS SQUIBB0.23%-27,650$1.42M$51.18No quote
28IBMIBM0.22%Add +122.8%7,258$1.38M$189.83No quote
29FNFGFIRST NIAGARA FINANCIAL0.19%Reduce -0.0%138,045$1.15MNo quoteNo quote
30-MONSANTOCUSIP 66166W1010.16%-8,888$1MNo quoteNo quote
31BACBANK OF AMERICA0.15%Reduce -1.3%54,749$933.47K$17.05No quote
32CVXCHEVRONTEXACO0.12%-6,388$762.22K$119.32No quote
33CTMMACTM MEDIA CL A0.12%Reduce -0.6%10,284$750.73KNo quoteNo quote
34PHELKPHI INC NON-VOTING0.10%Reduce -46.3%15,200$625.48KNo quoteNo quote
35USGUSG INC0.09%-19,000$522.31KNo quoteNo quote
36-ASTEC INDUSCUSIP 462241010.07%-12,000$437.64KNo quoteNo quote
37-AMERICAN TEL & TELCUSIP 301771090.07%Reduce -22.4%12,324$434.3KNo quoteNo quote
38GEGENERAL ELECTRIC0.06%-15,000$384.3K$25.62No quote
39STRQUESTAR CORP0.06%-15,950$355.53KNo quoteNo quote
40NEUNEWMARKET GROUP0.06%Reduce -5.3%900$342.92KNo quoteNo quote
41FFICFLUSHING FINANCIAL0.05%Add +53.4%15,519$283.53KNo quoteNo quote
42-ASTORIA FINANCIALCUSIP 462651040.04%-17,685$219.12KNo quoteNo quote
43KEYKEYCORP NEW0.03%Reduce -16.1%15,573$207.59K$13.33No quote
44VOLVYVOLVO0.02%-10,000$108.83KNo quoteNo quote