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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 27 of 43 rows. Rows without a quote are marked unavailable.

1AGOASSURED GUARANTY9.44%Reduce -1.9%1,432,425$67.05M$46.8152w: $21.40 - $52.28; reported $46.81
2MBIMBIA8.99%Reduce -1.5%4,967,833$63.84M$12.8552w: $5.56 - $13.49; reported $12.85
3BPBP PLC8.78%Add +5.4%2,281,434$62.35M$27.3352w: $14.74 - $28.49; reported $27.33
4NYCBNEW YORK COMMUNITY8.69%Add +2.1%4,794,372$61.7MNo quoteNo quote
5CCITIGROUP8.23%Reduce -0.5%832,936$58.46M$70.1852w: $40.49 - $80.29; reported $70.18
6PTENPATTERSON ENERGY7.55%Add +2.2%5,958,364$53.63M$9.0052w: $2.38 - $11.27; reported $9.00
7MRKMERCK7.47%Reduce -1.4%706,183$53.04M$75.1152w: $68.44 - $81.68; reported $75.11
8GSKGLAXOSMITHKLINE7.28%Add +4.3%1,353,358$51.71M$38.2152w: $33.26 - $42.68; reported $38.21
9BMYBRISTOL MYERS SQUIBB7.28%Reduce -2.2%873,730$51.7M$59.1752w: $56.75 - $69.75; reported $59.17
10PFEPFIZER5.94%Add +19.0%980,988$42.19M$43.0152w: $32.83 - $51.86; reported $43.01
11SEBSEABOARD CORP5.82%Reduce -0.8%10,078$41.32M$4099.9952w: $2834.00 - $4390.50; reported $4099.99
12VOXXVOXX INTERNATIONAL3.15%Add +40.8%1,953,310$22.37MNo quoteNo quote
13SYMBOLIDT CORP CL B2.79%Reduce -3.3%471,973$19.8MNo quoteNo quote
14BBBLACKBERRY2.36%Reduce -2.5%1,719,517$16.73M$9.7352w: $4.37 - $28.77; reported $9.73
15RFLRAFAEL HOLDING1.35%Reduce -0.7%311,735$9.58M$30.7352w: $14.87 - $65.52; reported $30.73
16STLSTERLING BANCORP0.96%Add +0.4%273,019$6.81MNo quoteNo quote
17VRAYQVIEWRAY0.57%Add +36.3%563,155$4.06MNo quoteNo quote
18TPHSTRINITY PLACE HOLDINGS0.37%Reduce -0.3%1,352,299$2.65MNo quoteNo quote
19HOLXHOLOGIC0.37%Reduce -10.4%35,619$2.63M$73.8152w: $60.10 - $85.00; reported $73.81
20OGNORGANON0.32%Reduce -2.0%70,164$2.3M$32.7952w: $27.25 - $38.75; reported $32.79
21SYMBOLGENIE ENERGY0.31%Reduce -1.4%336,438$2.2MNo quoteNo quote
22NVSNOVARTIS ADR0.23%-20,398$1.67M$81.7852w: $77.04 - $98.52; reported $81.78
23ZDGEZEDGE INC.0.23%Reduce -1.2%122,345$1.63M$13.3652w: $1.36 - $19.90; reported $13.36
24VTRSVIATRIS0.17%Reduce -3.8%88,092$1.19M$13.5552w: $12.94 - $18.86; reported $13.55
25FBAKFIRST NATL BK OF ALASKA0.15%-4,770$1.1M$230.0052w: $182.04 - $244.46; reported $230.00
26XOMEXXON MOBIL0.13%-15,564$915.47K$58.8252w: $31.11 - $64.93; reported $58.82
27BRK/BBERKSHIRE HATHAWAYCUSIP 0846707020.12%-3,250$887.06KNo quoteNo quote
28VZVERIZON0.12%Add +1.3%16,264$878.42K$54.0152w: $53.83 - $61.95; reported $54.01
29NTPIFNAM TAI PPTY0.12%Reduce -25.9%37,750$877.69KNo quoteNo quote
30PFSPROVIDENT FINANCIAL0.09%-27,472$644.77KNo quoteNo quote
31SYMBOLJP MORGAN CHASE0.08%-3,525$577.01KNo quoteNo quote
32NAVINAVIENT0.06%-23,286$459.43K$19.7352w: $7.89 - $23.80; reported $19.73
33BACBANK OF AMERICA0.06%Reduce -12.3%10,708$454.56K$42.4552w: $23.12 - $44.04; reported $42.45
34HOPEHOPE BANCORP0.06%-31,000$447.64KNo quoteNo quote
35CWEGFCREW ENERGY0.06%-182,000$447.45KNo quoteNo quote
36UNKNOWNAMERICAN TEL & TEL0.06%Reduce -1.5%14,862$401.42KNo quoteNo quote
37CVXCHEVRONTEXACO0.06%-3,948$400.53K$101.4552w: $65.16 - $113.11; reported $101.45
38CMCSACOMCAST CL A0.04%-5,398$301.91K$55.9352w: $38.40 - $57.92; reported $55.93
39PEPPEPSICO0.04%-1,900$285.78K$150.4152w: $128.32 - $159.63; reported $150.41
40PEYUFPEYTO EXP & DEV0.04%-35,000$272.44K$7.7852w: $1.79 - $8.44; reported $7.78
41IDWMIDW MEDIA0.03%Reduce -0.8%72,365$205.52KNo quoteNo quote
42DBDEUTSCHE BANK0.02%-10,000$127K$12.7052w: $8.28 - $15.34; reported $12.70
43LWAYLIFEWAY FOODS0.01%-10,000$56KNo quoteNo quote