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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 30 of 48 rows. Rows without a quote are marked unavailable.

1MRKMERCK11.45%Reduce -48.6%1,038,054$94.41M$90.95No quote
2CCITIGROUP9.76%Reduce -5.0%1,007,092$80.46M$79.89No quote
3AGOASSURED GUARANTY9.07%Reduce -2.9%1,526,058$74.81M$49.02No quote
4GSKGLAXOSMITHKLINE9.05%Reduce -1.9%1,587,628$74.6M$46.99No quote
5BMYBRISTOL MYERS SQUIBB8.20%Reduce -1.6%1,053,732$67.64M$64.19No quote
6NYCBNEW YORK COMMUNITY7.83%Reduce -2.9%5,375,415$64.61MNo quoteNo quote
7BPBP PLC7.43%Reduce -2.9%1,623,757$61.28M$37.74No quote
8SEBSEABOARD CORP6.61%Reduce -2.9%12,832$54.54M$4250.55No quote
9MBIMBIA6.09%Reduce -3.2%5,401,839$50.24M$9.30No quote
10BBBLACKBERRY4.53%Add +2.9%5,814,135$37.33M$6.42No quote
11PFEPFIZER3.85%Reduce -0.1%809,784$31.73M$39.18No quote
12PTENPATTERSON ENERGY3.30%Reduce -4.2%2,590,839$27.2M$10.50No quote
13NTPIFNAM TAI PPTY2.20%Reduce -4.1%2,107,563$18.15MNo quoteNo quote
14VOXXVOXX INTERNATIONAL2.04%Reduce -5.2%3,846,215$16.85MNo quoteNo quote
15HOLXHOLOGIC1.86%Reduce -4.8%294,571$15.38M$52.21No quote
16NYTNY TIMES CL A1.21%Reduce -9.0%310,174$9.98M$32.17No quote
17STLSTERLING BANCORP0.97%Reduce -19.1%378,728$7.98MNo quoteNo quote
18RFLRAFAEL HOLDING0.93%Reduce -0.8%430,603$7.68M$17.84No quote
19SYMBOLIDT CORP CL B0.61%Reduce -1.0%697,902$5.03MNo quoteNo quote
20TPHSTRINITY PLACE HOLDINGS0.58%Reduce -0.5%1,597,591$4.81MNo quoteNo quote
21SYMBOLGENIE ENERGY0.42%Reduce -3.3%448,591$3.47MNo quoteNo quote
22NVSNOVARTIS ADR0.30%-25,773$2.44M$94.69No quote
23VRAYQVIEWRAY0.27%Add +57.0%533,550$2.25MNo quoteNo quote
24FBAKFIRST NATL BK OF ALASKA0.20%-6,810$1.65M$243.00No quote
25XOMEXXON MOBILE0.16%-19,120$1.33M$69.78No quote
26VZVERIZON0.15%Reduce -9.7%19,645$1.21M$61.40No quote
27BRK/BBERKSHIRE HATHAWAYCUSIP 0846707020.09%-3,300$747.45KNo quoteNo quote
28IDWMIDW MEDIA0.09%Reduce -0.8%96,405$727.86KNo quoteNo quote
29UNKNOWNAMERICAN TEL & TEL0.09%Reduce -0.8%18,253$713.33KNo quoteNo quote
30BACBANK OF AMERICA0.08%-17,763$626.32K$35.26No quote
31CVXCHEVRONTEXACO0.06%-4,376$527.35K$120.51No quote
32SBBXSB ONE BANC0.06%-20,245$504.5KNo quoteNo quote
33OBTORANGE COUNTY BANCORP0.06%-16,400$482.16K$29.40No quote
34HOPEHOPE BANCORP0.06%-31,920$474.33KNo quoteNo quote
35CMCSACOMCAST CL A0.05%Add +29.6%8,888$399.69K$44.97No quote
36NAVINAVIENT0.04%Add +6.9%13,680$345.91K$25.29No quote
37AAPLAPPLE0.04%Add +104.6%1,023$300.4K$293.65No quote
38GBCIGLACIER BANCORP0.03%Reduce -57.0%6,265$288.13K$45.99No quote
39PEPPEPSICO0.03%-2,100$287.01K$136.67No quote
40ALCALCON0.03%Reduce -2.5%4,756$269.05K$56.57No quote
41CCRKCOAL CREEK MINING0.03%Reduce -17.3%813$268.29KNo quoteNo quote
42ZDGEZEDGE INC.0.03%Reduce -2.9%164,784$253.77K$1.54No quote
43KEYKEYCORP0.03%Reduce -7.8%11,392$230.57K$20.24No quote
44PEYUFPEYTO EXP & DEV0.01%-35,000$102.58K$2.93No quote
45CWEGFCREW ENERGY0.01%-189,500$80.74KNo quoteNo quote
46LWAYLIFEWAY FOODS0.00%-10,000$19.9KNo quoteNo quote
47VHIVALHI0.00%-10,368$19.39KNo quoteNo quote
48EDCON EDISON-Sold0$0No quoteNo quote