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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 31 rows. Rows without a quote are marked unavailable.

1CCITIGROUP10.24%Reduce -1.1%929,043$66.65M$71.74No quote
2BPBP PLC9.94%Add +1.0%1,403,362$64.69M$46.10No quote
3MRKMERCK9.66%Reduce -1.1%886,740$62.91M$70.94No quote
4AGOASSURED GUARANTY8.24%Add +1.1%1,271,100$53.68M$42.23No quote
5BBBLACKBERRY7.99%Reduce -0.8%4,571,660$52.03M$11.38No quote
6GSKGLAXOSMITHKLINE7.66%Add +0.4%1,241,516$49.87M$40.17No quote
7MBIMBIA7.47%Reduce -1.4%4,551,610$48.66M$10.69No quote
8NYCBNEW YORK COMMUNITY6.29%Add +29.3%3,951,906$40.98MNo quoteNo quote
9NYTNY TIMES CL A5.14%Reduce -19.6%1,444,476$33.44M$23.15No quote
10SEBSEABOARD CORP4.43%-7,774$28.84M$3710.04No quote
11HOLXHOLOGIC3.64%Reduce -5.4%578,085$23.69M$40.98No quote
12PFEPFIZER3.64%Reduce -1.8%537,309$23.68M$44.07No quote
13PTENPATTERSON ENERGY3.60%Reduce -1.1%1,370,360$23.45M$17.11No quote
14VOXXVOXX INTERNATIONAL3.03%Add +4.3%3,788,078$19.7MNo quoteNo quote
15NTPIFNAM TAI PPTY2.88%Add +21.4%2,203,255$18.75MNo quoteNo quote
16STLSTERLING BANCORP2.31%Reduce -19.5%683,635$15.04MNo quoteNo quote
17TPHSTRINITY PLACE HOLDINGS0.90%Reduce -0.4%964,384$5.87MNo quoteNo quote
18SYMBOLIDT CORP CL B0.52%Reduce -0.4%636,535$3.4MNo quoteNo quote
19IDWMIDW MEDIA0.43%Reduce -0.5%74,742$2.78MNo quoteNo quote
20RFLRAFAEL HOLDING0.41%Reduce -0.4%318,224$2.67M$8.40No quote
21SYMBOLGENIE ENERGY0.33%Reduce -0.6%395,877$2.14MNo quoteNo quote
22NVSNOVARTIS ADR0.31%-23,210$2M$86.16No quote
23XOMEXXON MOBILE0.22%Reduce -1.3%16,722$1.42M$85.02No quote
24BMYBRISTOL MYERS SQUIBB0.19%-19,950$1.24M$62.08No quote
25ORIOLD REPUBLIC0.17%-48,900$1.09M$22.38No quote
26BACBANK OF AMERICA0.11%Reduce -7.7%24,127$710.78K$29.46No quote
27NAVINAVIENT0.08%-38,206$515.02K$13.48No quote
28CVXCHEVRONTEXACO0.08%Reduce -17.8%4,148$507.22K$122.28No quote
29UNKNOWNAMERICAN TEL & TEL0.07%Add +0.7%12,667$425.36KNo quoteNo quote
30ZDGEZEDGE INC.0.04%Reduce -0.6%136,863$272.36K$1.99No quote
31CMCSACOMCAST CL A0.01%Reduce -81.3%1,720$60.91K$35.41No quote