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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 22 of 35 rows. Rows without a quote are marked unavailable.

1CCITIGROUP10.47%Reduce -5.3%1,026,581$68.66M$66.88No quote
2NYTNY TIMES CL A9.28%Reduce -7.1%3,436,195$60.82M$17.70No quote
3MRKMERCK9.12%Reduce -0.8%932,840$59.79M$64.09No quote
4BPBP PLC7.39%Add +1.7%1,398,700$48.46M$34.65No quote
5GSKGLAXOSMITHKLINE6.94%Add +0.4%1,055,085$45.5M$43.12No quote
6BBBLACKBERRY6.89%Reduce -0.1%4,520,660$45.16M$9.99No quote
7MBIMBIA6.45%Add +1.3%4,483,598$42.28M$9.43No quote
8HOLXHOLOGIC5.53%Reduce -12.9%799,465$36.28M$45.38No quote
9SEBSEABOARD CORP5.04%Reduce -0.7%8,277$33.07M$3995.00No quote
10AGOASSURED GUARANTY4.94%Add +101.7%776,705$32.42M$41.74No quote
11STRPSTRAIGHT PATH COMM4.74%Reduce -18.6%173,186$31.11MNo quoteNo quote
12NYCBNEW YORK COMMUNITY3.93%Reduce -3.3%1,962,891$25.77MNo quoteNo quote
13STLSTERLING BANCORP3.26%Reduce -0.2%918,779$21.36MNo quoteNo quote
14PFEPFIZER2.96%Reduce -13.5%577,616$19.4M$33.59No quote
15VOXXVOXX INTERNATIONAL2.89%Add +30.9%2,308,302$18.93MNo quoteNo quote
16PTENPATTERSON ENERGY2.84%Reduce -1.1%922,906$18.63M$20.19No quote
17NTPIFNAM TAI PPTY2.41%Add +3.3%1,979,060$15.83MNo quoteNo quote
18SYMBOLIDT CORP CL B1.17%Add +31.5%536,039$7.7MNo quoteNo quote
19TPHSTRINITY PLACE HOLDINGS1.14%Reduce -1.2%1,049,050$7.46MNo quoteNo quote
20IDWMIDW MEDIA0.58%Reduce -0.7%77,840$3.78MNo quoteNo quote
21SYMBOLGENIE ENERGY0.47%Reduce -0.6%401,716$3.06MNo quoteNo quote
22NVSNOVARTIS ADR0.33%Reduce -6.1%26,211$2.19M$83.47No quote
23XOMEXXON MOBILE0.21%Reduce -0.6%17,234$1.39M$80.73No quote
24NAVINAVIENT0.18%Reduce -46.3%72,738$1.21M$16.65No quote
25BMYBRISTOL MYERS SQUIBB0.17%Reduce -31.5%19,583$1.09M$55.72No quote
26ORIOLD REPUBLIC0.14%-48,000$937.44K$19.53No quote
27CMCSACOMCAST CL A0.12%Reduce -22.7%20,896$813.28K$38.92No quote
28BACBANK OF AMERICA0.10%-27,624$670.16K$24.26No quote
29IBMIBM0.08%Reduce -42.5%3,323$511.18K$153.83No quote
30CVXCHEVRONTEXACO0.06%Reduce -6.9%4,048$422.33K$104.33No quote
31ZDGEZEDGE INC.0.05%Reduce -0.5%155,236$343.7K$2.21No quote
32-MONSANTOCUSIP 66166W1010.04%Reduce -25.3%2,386$282.41KNo quoteNo quote
33AFASTORIA FINANCIAL0.03%-11,185$225.38KNo quoteNo quote
34UNKNOWNAMERICAN TEL & TEL0.03%-4,944$186.54KNo quoteNo quote
35GEGENERAL ELECTRIC-Sold0$0No quoteNo quote