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Focused investors/Kahn Brothers Group

Kahn Brothers Group

As of Q1 2026, Kahn Brothers Group reported 48 long-equity positions worth $564.07M in aggregate.

Copy-investor backtest

Latest quarter
+5.71%
1-year
+40.29%
3-year
+10.50%
3-year top 5
+5.62%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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

Live quotes available for 33 of 46 rows. Rows without a quote are marked unavailable.

1PTENPATTERSON ENERGY10.16%Reduce -17.3%4,790,367$75.5M$15.7652w: $6.44 - $20.53; reported $15.76
2AGOASSURED GUARANTY9.80%Reduce -1.4%1,304,998$72.81M$55.7952w: $44.63 - $65.68; reported $55.79
3BMYBRISTOL MYERS SQUIBB9.63%Add +0.3%928,865$71.52M$77.0052w: $53.22 - $80.59; reported $77.00
4MRKMERCK8.58%Add +0.7%699,024$63.73M$91.1752w: $70.89 - $95.72; reported $91.17
5BPBP PLC8.40%Reduce -0.4%2,200,979$62.4M$28.3552w: $22.64 - $34.30; reported $28.35
6GSKGLAXOSMITHKLINE8.39%Add +0.3%1,431,160$62.3M$43.5352w: $37.80 - $46.97; reported $43.53
7MBIMBIA8.04%Add +0.1%4,836,404$59.73M$12.3552w: $10.30 - $17.90; reported $12.35
8PFEPFIZER7.39%Add +0.5%1,047,499$54.92M$52.4352w: $38.93 - $61.71; reported $52.43
9NYCBNEW YORK COMMUNITY7.16%Add +17.8%5,822,377$53.16MNo quoteNo quote
10CCITIGROUP6.90%Add +14.7%1,114,798$51.27M$45.9952w: $45.26 - $74.64; reported $45.99
11SEBSEABOARD CORP5.18%Reduce -0.1%9,908$38.47M$3882.5452w: $3535.57 - $4400.00; reported $3882.54
12VOXXVOXX INTERNATIONAL3.35%Add +15.0%2,676,012$24.91MNo quoteNo quote
13IDTIDT CORP CL B1.59%Add +0.0%468,166$11.77M$25.1552w: $21.68 - $67.30; reported $25.15
14BBBLACKBERRY1.09%Reduce -0.4%1,498,728$8.08M$5.3952w: $4.70 - $12.39; reported $5.39
15WBSWEBSTER FINL0.69%Reduce -0.4%121,728$5.13M$42.1552w: $41.58 - $65.00; reported $42.15
16VRAYQVIEWRAY0.58%Add +38.4%1,623,417$4.3MNo quoteNo quote
17GNEGENIE ENERGY0.40%Add +0.0%323,114$2.96M$9.1652w: $4.74 - $9.21; reported $9.16
18OGNORGANON0.30%Reduce -1.3%66,558$2.25M$33.7552w: $28.42 - $39.48; reported $33.75
19HOLXHOLOGIC0.30%-31,985$2.22M$69.3152w: $66.58 - $81.04; reported $69.31
20NVSNOVARTIS ADR0.26%Add +3.1%23,078$1.95M$84.5152w: $79.09 - $95.17; reported $84.51
21XOMEXXON MOBIL0.26%Add +45.5%22,209$1.9M$85.6252w: $52.10 - $105.57; reported $85.62
22TPHSTRINITY PLACE HOLDINGS0.20%Add +0.0%1,464,607$1.48MNo quoteNo quote
23FBAKFIRST NATL BK OF ALASKA0.16%-4,770$1.16M$242.5652w: $220.00 - $274.00; reported $242.56
24BRK/BBERKSHIRE HATHAWAYCUSIP 0846707020.11%-3,150$848.3KNo quoteNo quote
25VTRSVIATRIS0.11%Reduce -13.3%75,209$787.71K$10.4752w: $9.66 - $15.60; reported $10.47
26VZVERIZON0.10%Reduce -9.2%14,264$724K$50.7652w: $45.55 - $56.85; reported $50.76
27CWEGFCREW ENERGY0.09%-182,000$655KNo quoteNo quote
28PFSPROVIDENT FINANCIAL0.08%-27,472$612KNo quoteNo quote
29RFLRAFAEL HOLDING0.07%Add +0.0%280,665$525.02K$1.8752w: $1.58 - $65.52; reported $1.87
30CVXCHEVRONTEXACO0.06%-3,248$470K$144.7052w: $92.86 - $182.40; reported $144.70
31HOPEHOPE BANCORP0.06%-31,000$429KNo quoteNo quote
32NTPIFNAM TAI PPTY0.05%Add +0.8%86,300$364KNo quoteNo quote
33TAT&T0.05%Reduce -13.0%1.324:1 split16,754$351.07K$20.9552w: $16.63 - $22.17; reported $20.95
34ZDGEZEDGE INC.0.05%Add +0.0%121,619$350.37K$2.8852w: $2.77 - $19.90; reported $2.88
35BACBANK OF AMERICA0.04%-10,708$333.34K$31.1352w: $30.64 - $50.11; reported $31.13
36PEYUFPEYTO EXP & DEV0.04%-35,000$327K$9.3452w: $4.61 - $14.27; reported $9.34
37NAVINAVIENT0.04%Reduce -16.2%23,286$325.77K$13.9952w: $12.45 - $23.80; reported $13.99
38PGPROCTOR & GAMBLE0.04%Add +40.3%2,244$322.6K$143.7652w: $129.50 - $165.35; reported $143.76
39SYMBOLJP MORGAN CHASE0.04%Reduce -10.3%2,825$318KNo quoteNo quote
40PEPPEPSICO0.04%-1,900$317K$166.8452w: $147.77 - $177.62; reported $166.84
41CMCSACOMCAST CL A0.04%Add +31.1%7,074$277.92K$39.2952w: $35.20 - $57.92; reported $39.29
42ALCALCON0.03%Add +7.6%3,415$237.72K$69.6152w: $63.92 - $88.78; reported $69.61
43IDWMIDW MEDIA0.01%Add +0.4%69,964$93.91KNo quoteNo quote
44DBDEUTSCHE BANK0.01%-10,000$87K$8.7052w: $8.46 - $16.70; reported $8.70
45LWAYLIFEWAY FOODS0.01%-10,000$50KNo quoteNo quote
46NRIMNORTHRIM BANCORP-Sold0$0No quoteNo quote