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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 32 rows. Rows without a quote are marked unavailable.

1MRKMERCK10.80%Reduce -5.4%831,385$69.15M$83.17No quote
2BPBP PLC9.37%Reduce -2.0%1,370,997$59.94M$43.72No quote
3CCITIGROUP8.95%Reduce -2.8%920,627$57.28M$62.22No quote
4AGOASSURED GUARANTY8.60%Reduce -1.8%1,239,520$55.07M$44.43No quote
5GSKGLAXOSMITHKLINE8.34%Add +1.2%1,276,550$53.35M$41.79No quote
6NYCBNEW YORK COMMUNITY7.75%Reduce -0.9%4,286,931$49.6MNo quoteNo quote
7BBBLACKBERRY7.19%Reduce -0.5%4,561,825$46.03M$10.09No quote
8MBIMBIA6.56%Reduce -2.6%4,412,482$42.01M$9.52No quote
9SEBSEABOARD CORP4.90%Reduce -4.7%7,325$31.39M$4284.70No quote
10BMYBRISTOL MYERS SQUIBB3.76%Add +2428.1%504,350$24.06M$47.71No quote
11PTENPATTERSON ENERGY3.74%Add +6.3%1,709,129$23.96M$14.02No quote
12PFEPFIZER3.54%Reduce -0.1%533,589$22.66M$42.47No quote
13NYTNY TIMES CL A3.45%Reduce -45.3%672,512$22.09M$32.85No quote
14NTPIFNAM TAI PPTY2.89%Reduce -1.2%1,876,529$18.49MNo quoteNo quote
15HOLXHOLOGIC2.57%Reduce -38.1%340,444$16.48M$48.40No quote
16VOXXVOXX INTERNATIONAL2.55%Reduce -2.2%3,537,757$16.34MNo quoteNo quote
17STLSTERLING BANCORP1.32%Reduce -24.5%452,549$8.43MNo quoteNo quote
18SYMBOLIDT CORP CL B0.65%Reduce -0.7%631,154$4.19MNo quoteNo quote
19RFLRAFAEL HOLDING0.62%Reduce -1.8%312,035$3.95M$12.65No quote
20TPHSTRINITY PLACE HOLDINGS0.59%-951,732$3.81MNo quoteNo quote
21SYMBOLGENIE ENERGY0.52%Reduce -0.6%391,274$3.33MNo quoteNo quote
22NVSNOVARTIS ADR0.34%-22,744$2.19M$96.14No quote
23IDWMIDW MEDIA0.28%Reduce -2.5%72,722$1.81MNo quoteNo quote
24XOMEXXON MOBILE0.25%Reduce -1.3%19,574$1.58M$80.80No quote
25ORIOLD REPUBLIC0.16%-48,900$1.02M$20.92No quote
26CVXCHEVRONTEXACO0.08%-4,148$510.95K$123.18No quote
27UNKNOWNAMERICAN TEL & TEL0.06%Reduce -0.4%12,587$394.73KNo quoteNo quote
28BACBANK OF AMERICA0.05%Reduce -48.3%12,098$333.78K$27.59No quote
29NAVINAVIENT0.05%Reduce -33.4%25,456$294.53K$11.57No quote
30ZDGEZEDGE INC.0.04%Reduce -2.7%132,738$236.27K$1.78No quote
31CMCSACOMCAST CL A0.01%Reduce -3.3%1,664$65.81K$39.55No quote
32CWEGFCREW ENERGY0.00%New7,500$6.32KNo quoteNo quote