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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 27 of 43 rows. Rows without a quote are marked unavailable.


1	AGO	ASSURED GUARANTY	9.93%	Reduce -0.3%	1,460,906	$69.36M	$47.48
2	C	CITIGROUP	8.48%	Add +0.7%	836,906	$59.21M	$70.75
3	BMY	BRISTOL MYERS SQUIBB	8.35%	Add +5.5%	893,045	$58.34M	$65.32
4	PTEN	PATTERSON ENERGY	8.30%	Add +3.6%	5,831,515	$57.97M	$9.94
5	BP	BP PLC	8.19%	Add +13.2%	2,165,074	$57.2M	$26.42
6	MRK	MERCK	7.98%	Reduce -3.3%1.048:1 split	716,329	$55.71M	$77.77
7	MBI	MBIA	7.94%	Add +3.0%	5,043,329	$55.48M	$11.00
8	NYCB	NEW YORK COMMUNITY	7.41%	Add +4.3%	4,693,901	$51.73M	No quote	No quote
9	GSK	GLAXOSMITHKLINE	7.40%	Add +2.5%	1,297,109	$51.65M	$39.82
10	SEB	SEABOARD CORP	5.63%	Reduce -1.0%	10,162	$39.31M	$3868.73
11	PFE	PFIZER	4.62%	Add +24.5%	824,504	$32.29M	$39.16
12	BB	BLACKBERRY	3.08%	Reduce -34.0%	1,762,887	$21.54M	$12.22
13	VOXX	VOXX INTERNATIONAL	2.78%	Reduce -0.5%	1,387,174	$19.43M	No quote	No quote
14	SYMBOL	IDT CORP CL B	2.58%	Add +0.2%	488,160	$18.04M	No quote	No quote
15	RFL	RAFAEL HOLDING	2.30%	Reduce -6.1%	314,053	$16.03M	$51.05
16	STL	STERLING BANCORP	0.96%	Add +0.1%	271,822	$6.74M	No quote	No quote
17	TPHS	TRINITY PLACE HOLDINGS	0.41%	Reduce -0.3%	1,357,025	$2.86M	No quote	No quote
18	VRAYQ	VIEWRAY	0.39%	Add +2.6%	413,155	$2.73M	No quote	No quote
19	HOLX	HOLOGIC	0.38%	Reduce -10.5%	39,757	$2.65M	$66.72
20	ZDGE	ZEDGE INC.	0.33%	Reduce -0.7%	123,887	$2.28M	$18.41
21	OGN	ORGANON	0.31%	New	71,622	$2.17M	$30.26
22	SYMBOL	GENIE ENERGY	0.31%	Reduce -0.1%	341,076	$2.16M	No quote	No quote
23	NVS	NOVARTIS ADR	0.27%	-	20,398	$1.86M	$91.24
24	NTPIF	NAM TAI PPTY	0.20%	Reduce -96.1%	50,950	$1.41M	No quote	No quote
25	VTRS	VIATRIS	0.19%	Reduce -0.5%	91,600	$1.31M	$14.29
26	FBAK	FIRST NATL BK OF ALASKA	0.15%	-	4,770	$1.07M	$225.04
27	XOM	EXXON MOBIL	0.14%	Reduce -3.8%	15,564	$981.78K	$63.08
28	BRK/B	BERKSHIRE HATHAWAYCUSIP 084670702	0.13%	-	3,250	$903.24K	No quote	No quote
29	VZ	VERIZON	0.13%	Add +5.4%	16,064	$900.07K	$56.03
30	PFS	PROVIDENT FINANCIAL	0.09%	-	27,472	$628.83K	No quote	No quote
31	SYMBOL	JP MORGAN CHASE	0.08%	Add +74.1%	3,525	$548.28K	No quote	No quote
32	BAC	BANK OF AMERICA	0.07%	Reduce -9.9%	12,208	$503.34K	$41.23
33	NAVI	NAVIENT	0.06%	-	23,286	$450.12K	$19.33
34	HOPE	HOPE BANCORP	0.06%	-	31,000	$439.58K	No quote	No quote
35	UNKNOWN	AMERICAN TEL & TEL	0.06%	Add +16.8%	15,095	$434.43K	No quote	No quote
36	CVX	CHEVRONTEXACO	0.06%	-	3,948	$413.51K	$104.74
37	CWEGF	CREW ENERGY	0.05%	-	182,000	$325.78K	No quote	No quote
38	CMCSA	COMCAST CL A	0.04%	Reduce -12.7%	5,398	$307.79K	$57.02
39	PEP	PEPSICO	0.04%	-	1,900	$281.52K	$148.17
40	IDWM	IDW MEDIA	0.04%	Reduce -0.1%	72,942	$265.51K	No quote	No quote
41	PEYUF	PEYTO EXP & DEV	0.03%	-	35,000	$236.05K	$6.74
42	DB	DEUTSCHE BANK	0.02%	-	10,000	$130.8K	$13.08
43	LWAY	LIFEWAY FOODS	0.01%	-	10,000	$51.8K	No quote	No quote