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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 38 rows. Rows without a quote are marked unavailable.

1MRKMERCK10.76%Reduce -2.1%964,925$55.59M$57.61No quote
2CCITIGROUP8.98%Reduce -3.9%1,094,170$46.38M$42.39No quote
3NYTNY TIMES CL A8.81%Reduce -3.3%3,759,388$45.49M$12.10No quote
4-BP PLCCUSIP 556221048.62%Add +0.0%1,254,435$44.54MNo quoteNo quote
5HOLXHOLOGIC8.55%Reduce -3.7%1,276,984$44.15M$34.57No quote
6PFEPFIZER7.89%Reduce -19.8%1,156,866$40.73M$35.21No quote
7NYCBNEW YORK COMMUNITY7.41%Reduce -6.0%2,552,021$38.25MNo quoteNo quote
8MBIMBIA5.76%Reduce -0.8%4,355,207$29.75M$6.83No quote
9BBBLACKBERRY5.22%Add +0.5%4,015,560$26.94M$6.71No quote
10SEBSEABOARD CORP4.84%Reduce -7.9%8,709$25M$2870.64No quote
11PTENPATTERSON ENERGY4.34%Reduce -1.5%1,051,381$22.42M$21.32No quote
12NTPIFNAM TAI PPTY3.42%Reduce -9.5%3,289,411$17.66MNo quoteNo quote
13-GLAXOSMITHKLINECUSIP 3773W1053.19%Add +188.2%380,335$16.48MNo quoteNo quote
14STLSTERLING BANCORP3.09%-1,015,361$15.94MNo quoteNo quote
15TPHSTRINITY PLACE HOLDINGS1.58%Reduce -0.3%1,061,651$8.16MNo quoteNo quote
16SYMBOLIDT CORP CL B1.30%Reduce -5.3%472,748$6.71MNo quoteNo quote
17STRPSTRAIGHT PATH COMM1.22%Reduce -6.1%228,438$6.32MNo quoteNo quote
18VOXXVOXX INTERNATIONAL0.94%Reduce -5.9%1,741,361$4.86MNo quoteNo quote
19IDWMIDW MEDIA0.54%Reduce -4.7%79,530$2.78MNo quoteNo quote
20SYMBOLGENIE ENERGY0.54%Reduce -6.1%408,200$2.76MNo quoteNo quote
21NVSNOVARTIS ADR0.44%-27,643$2.28M$82.51No quote
22NAVINAVIENT0.43%Reduce -1.3%185,091$2.21M$11.95No quote
23BMYBRISTOL MYERS SQUIBB0.41%-28,583$2.1M$73.52No quote
24XOMEXXON MOBILE0.32%-17,434$1.63M$93.74No quote
25CMCSACOMCAST CL A0.24%Reduce -6.7%19,210$1.25M$65.19No quote
26IBMIBM0.22%-7,358$1.12M$151.78No quote
27ORIOLD REPUBLIC0.18%Reduce -77.7%49,000$945.21K$19.29No quote
28-MONSANTOCUSIP 66166W1010.14%Reduce -8.1%7,114$735.66KNo quoteNo quote
29ZDGEZEDGE INC.0.13%New157,485$695.86K$4.42No quote
30CVXCHEVRONTEXACO0.09%Reduce -7.0%4,548$476.77K$104.83No quote
31GEGENERAL ELECTRIC0.09%-15,000$472.2K$31.48No quote
32-AMERICAN TEL & TELCUSIP 301771090.08%Reduce -9.2%10,101$436.46KNo quoteNo quote
33BACBANK OF AMERICA0.08%Reduce -21.7%30,500$404.74K$13.27No quote
34SLMSLM CORP0.06%-52,650$325.38K$6.18No quote
35-LANDMARK SAVINGS BANKCUSIP 5149281000.04%Reduce -44.9%8,307$210.42KNo quoteNo quote
36-ASTORIA FINANCIALCUSIP 462651040.03%Reduce -36.8%11,185$171.47KNo quoteNo quote
37FNFGFIRST NIAGARA FINANCIAL0.03%Reduce -71.4%15,853$154.41KNo quoteNo quote
38KEYKEYCORP NEW-Sold0$0No quoteNo quote