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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 23 of 36 rows. Rows without a quote are marked unavailable.

1CCITIGROUP11.15%Reduce -0.5%1,083,425$64.81M$59.82No quote
2MRKMERCK10.27%Reduce -1.3%940,119$59.74M$63.54No quote
3NYTNY TIMES CL A9.16%Reduce -0.8%3,697,428$53.24M$14.40No quote
4BPBP PLC8.17%Add +5.0%1,375,690$47.49M$34.52No quote
5GSKGLAXOSMITHKLINE7.62%Add +26.1%1,050,995$44.31M$42.16No quote
6HOLXHOLOGIC6.72%Reduce -23.3%918,399$39.08M$42.55No quote
7MBIMBIA6.45%Add +1.3%4,426,198$37.49M$8.47No quote
8BBBLACKBERRY6.03%Add +3.9%4,526,260$35.08M$7.75No quote
9SEBSEABOARD CORP5.98%Reduce -0.4%8,333$34.74M$4169.46No quote
10NYCBNEW YORK COMMUNITY4.88%Reduce -9.0%2,030,651$28.37MNo quoteNo quote
11PFEPFIZER3.93%Reduce -22.4%667,633$22.84M$34.21No quote
12PTENPATTERSON ENERGY3.90%Reduce -4.8%933,606$22.66M$24.27No quote
13STLSTERLING BANCORP3.75%Reduce -9.1%920,779$21.82MNo quoteNo quote
14AGOASSURED GUARANTY2.46%New385,130$14.29M$37.11No quote
15NTPIFNAM TAI PPTY2.27%Reduce -0.3%1,915,260$13.22MNo quoteNo quote
16VOXXVOXX INTERNATIONAL1.58%Add +1.0%1,763,561$9.17MNo quoteNo quote
17STRPSTRAIGHT PATH COMM1.32%Reduce -0.3%212,806$7.65MNo quoteNo quote
18SYMBOLIDT CORP CL B0.89%Reduce -11.8%407,524$5.18MNo quoteNo quote
19IDWMIDW MEDIA0.67%Reduce -0.4%78,360$3.92MNo quoteNo quote
20SYMBOLGENIE ENERGY0.50%Reduce -0.3%404,201$2.93MNo quoteNo quote
21NVSNOVARTIS ADR0.36%Add +3.1%27,911$2.07M$74.27No quote
22NAVINAVIENT0.34%Reduce -25.7%135,493$2M$14.76No quote
23BMYBRISTOL MYERS SQUIBB0.27%-28,583$1.55M$54.38No quote
24XOMEXXON MOBILE0.24%-17,334$1.42M$82.01No quote
25IBMIBM0.17%Reduce -1.7%5,783$1.01M$174.14No quote
26ORIOLD REPUBLIC0.17%-48,000$983.04K$20.48No quote
27TPHSTRINITY PLACE HOLDINGS0.15%Add +0.1%1,062,251$864.06KNo quoteNo quote
28BACBANK OF AMERICA0.11%-27,624$651.65K$23.59No quote
29CMCSACOMCAST CL A0.11%Add +65.4%27,017$624.41K$23.11No quote
30ZDGEZEDGE INC.0.08%Reduce -0.2%155,953$478.78K$3.07No quote
31CVXCHEVRONTEXACO0.08%-4,348$466.85K$107.37No quote
32GEGENERAL ELECTRIC0.08%-15,000$447K$29.80No quote
33-MONSANTOCUSIP 66166W1010.06%Reduce -52.2%3,196$361.79KNo quoteNo quote
34AFASTORIA FINANCIAL0.04%-11,185$229.4KNo quoteNo quote
35UNKNOWNAMERICAN TEL & TEL0.04%Reduce -3.0%4,944$205.42KNo quoteNo quote
36SLMSLM CORP-Sold0$0No quoteNo quote