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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 37 rows. Rows without a quote are marked unavailable.

1MRKMERCK10.83%Reduce -0.7%957,991$59.79M$62.41No quote
2CCITIGROUP9.40%Add +1.3%1,108,395$51.88M$46.80No quote
3HOLXHOLOGIC8.68%Reduce -3.3%1,234,514$47.94M$38.83No quote
4-BP PLCCUSIP 556221048.31%Add +4.0%1,304,710$45.87MNo quoteNo quote
5NYTNY TIMES CL A8.09%Reduce -0.6%3,738,088$44.67M$11.95No quote
6BBBLACKBERRY6.28%Add +8.2%4,343,060$34.66M$7.98No quote
7MBIMBIA6.13%Reduce -0.2%4,345,164$33.85M$7.79No quote
8NYCBNEW YORK COMMUNITY5.82%Reduce -11.5%2,259,149$32.15MNo quoteNo quote
9PFEPFIZER5.64%Reduce -20.5%919,757$31.15M$33.87No quote
10-GLAXOSMITHKLINECUSIP 3773W1054.96%Add +66.2%632,040$27.36MNo quoteNo quote
11SEBSEABOARD CORP4.87%Reduce -0.3%8,679$26.89M$3097.94No quote
12NTPIFNAM TAI PPTY4.67%Reduce -2.7%3,201,214$25.8MNo quoteNo quote
13PTENPATTERSON ENERGY4.23%Reduce -0.6%1,044,756$23.37M$22.37No quote
14STLSTERLING BANCORP3.21%Reduce -0.3%1,012,364$17.72MNo quoteNo quote
15TPHSTRINITY PLACE HOLDINGS1.88%-1,061,651$10.38MNo quoteNo quote
16SYMBOLIDT CORP CL B1.46%Reduce -0.9%468,583$8.08MNo quoteNo quote
17STRPSTRAIGHT PATH COMM0.99%Reduce -6.4%213,856$5.48MNo quoteNo quote
18VOXXVOXX INTERNATIONAL0.94%Reduce -0.8%1,728,361$5.17MNo quoteNo quote
19IDWMIDW MEDIA0.60%Reduce -0.6%79,040$3.32MNo quoteNo quote
20NAVINAVIENT0.49%-185,091$2.68M$14.47No quote
21SYMBOLGENIE ENERGY0.43%Reduce -0.6%405,701$2.39MNo quoteNo quote
22NVSNOVARTIS ADR0.40%-27,643$2.18M$78.96No quote
23BMYBRISTOL MYERS SQUIBB0.28%-28,583$1.54M$53.92No quote
24XOMEXXON MOBILE0.28%-17,434$1.52M$87.28No quote
25CMCSACOMCAST CL A0.21%Reduce -10.2%17,242$1.14M$66.34No quote
26IBMIBM0.17%Reduce -20.1%5,883$934.52K$158.85No quote
27ORIOLD REPUBLIC0.15%Reduce -2.0%48,000$845.76K$17.62No quote
28-MONSANTOCUSIP 66166W1010.13%Reduce -2.6%6,932$708.46KNo quoteNo quote
29ZDGEZEDGE INC.0.10%Reduce -0.7%156,320$534.61K$3.42No quote
30CVXCHEVRONTEXACO0.08%Reduce -4.4%4,348$447.5K$102.92No quote
31GEGENERAL ELECTRIC0.08%-15,000$444.3K$29.62No quote
32BACBANK OF AMERICA0.08%Reduce -9.4%27,624$432.32K$15.65No quote
33SLMSLM CORP0.07%-52,650$393.3K$7.47No quote
34-AMERICAN TEL & TELCUSIP 301771090.04%Reduce -49.5%5,099$207.07KNo quoteNo quote
35-ASTORIA FINANCIALCUSIP 462651040.03%-11,185$163.3KNo quoteNo quote
37-LANDMARK SAVINGS BANKCUSIP 514928100-Sold0$0No quoteNo quote
36FNFGFIRST NIAGARA FINANCIAL-Sold0$0No quoteNo quote