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Focused investors/Kahn Brothers Group

Kahn Brothers Group

As of Q1 2026, this manager reported 48 long-equity positions worth $564.07M in aggregate.

As of Q1 2026, Kahn Brothers Group's Kahn Brothers Group held 48 long-equity positions with a reported value of $564.07M.

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Updated 2026-05-08 from SEC 13F data.

Live quotes available for 44 of 55 rows. Rows without a quote are marked unavailable.

1CCITIGROUP12.79%Reduce -0.7%1,186,573$74.28M$62.6052w: $38.17 - $67.81; reported $62.60
2MRKMERCK11.35%Reduce -1.9%580,488$65.92M$113.5652w: $99.14 - $134.63; reported $113.56
3BPBP PLC8.59%Reduce -3.1%1,588,880$49.87M$31.3952w: $30.52 - $40.84; reported $31.39
4NYCBNEW YORK COMMUNITY8.14%Reduce -65.5%4,207,166$47.25MNo quoteNo quote
5BAYRYBAYER AG SPONS ADR7.53%Add +17.9%5,159,540$43.7M$8.4752w: $6.82 - $11.96; reported $8.47
6GSKGSK PLC7.46%Reduce -14.7%1,058,832$43.29M$40.8852w: $33.67 - $45.93; reported $40.88
7BMYBRISTOL MYERS SQUIBB7.36%Reduce -0.1%826,108$42.74M$51.7452w: $39.35 - $58.06; reported $51.74
8DISDISNEY6.72%Add +83.5%405,445$39M$96.1952w: $78.73 - $123.74; reported $96.19
9OGNORGANON6.05%Add +10.5%1,835,193$35.11M$19.1352w: $10.84 - $23.10; reported $19.13
10PFEPFIZER4.97%Reduce -0.5%997,025$28.85M$28.9452w: $25.20 - $34.11; reported $28.94
11SEBSEABOARD CORP4.88%Reduce -2.1%9,034$28.34M$3136.9852w: $2955.33 - $3796.00; reported $3136.98
12AGOASSURED GUARANTY4.04%Reduce -2.0%294,985$23.46M$79.5252w: $58.27 - $96.60; reported $79.52
13PTENPATTERSON ENERGY2.96%Reduce -3.2%2,246,029$17.18M$7.6552w: $7.45 - $14.26; reported $7.65
14IDTIDT CORP CL B2.17%Reduce -0.4%330,228$12.6M$38.1752w: $21.64 - $41.58; reported $38.17
15GNEGENIE ENERGY0.81%Reduce -0.6%289,913$4.71M$16.2552w: $14.00 - $30.90; reported $16.25
16HLNHALEON0.44%Reduce -1.7%241,952$2.56M$10.5852w: $7.70 - $10.80; reported $10.58
17HOLXHOLOGIC0.36%-25,591$2.08M$81.4552w: $64.02 - $84.67; reported $81.45
18NVSNOVARTIS ADR0.35%-17,581$2.02M$115.0152w: $92.19 - $120.92; reported $115.01
19CSXCSX0.30%-49,820$1.72M$34.5252w: $29.03 - $40.12; reported $34.52
20XOMEXXON MOBIL0.29%-14,326$1.68M$117.2052w: $95.77 - $123.75; reported $117.20
21FRFHFFAIRFAX FINANCIAL0.22%-1,018$1.29M$1264.2452w: $781.00 - $1263.00; reported $1264.24
22WBSWEBSTER FINL0.17%Add +3.0%21,437$999K$46.6052w: $36.36 - $53.39; reported $46.60
23FBAKFIRST NATL BK OF ALASKA0.17%-4,770$975K$204.4052w: $178.60 - $215.00; reported $204.40
24ARANTERO RESOURCES0.15%-30,156$864K$28.6552w: $20.10 - $36.28; reported $28.65
25CWEGFCREW ENERGY0.14%Add +3.4%150,780$801KNo quoteNo quote
26MSFTMICROSOFT0.14%Add +0.7%1,839$791.79K$430.5552w: $311.21 - $468.35; reported $430.55
27BACBANK OF AMERICA0.13%Reduce -1.4%18,576$737.15K$39.6852w: $24.96 - $44.44; reported $39.68
28VOXXVOXX INTERNATIONAL0.11%Reduce -94.1%103,808$654.03KNo quoteNo quote
29SYMBOLJP MORGAN CHASE0.11%Reduce -12.1%2,950$622KNo quoteNo quote
30AAPLAPPLE INC0.10%-2,492$581K$233.1552w: $164.08 - $237.23; reported $233.15
31RFLRAFAEL HOLDING0.09%Reduce -0.4%267,596$519.11K$1.9452w: $1.27 - $2.11; reported $1.94
32VZVERIZON0.08%Add +11.0%10,846$487K$44.9052w: $30.14 - $45.36; reported $44.90
33ZDGEZEDGE INC.0.07%Reduce -0.7%110,148$407.36K$3.7052w: $1.70 - $5.18; reported $3.70
34PEGPUBLIC SERVICE ENTERPRISE0.07%-4,500$401K$89.1152w: $53.71 - $89.42; reported $89.11
35SEICSEI INVESTMENTS0.06%New5,147$356K$69.1752w: $52.20 - $72.54; reported $69.17
36NAVINAVIENT0.06%-22,000$342.98K$15.5952w: $13.96 - $19.68; reported $15.59
37IBMIBM0.06%New1,508$333.75K$221.3252w: $135.87 - $224.15; reported $221.32
38CICIGNA GROUP0.06%Add +97.7%941$326K$346.4452w: $253.95 - $370.83; reported $346.44
39PEPPEPSICO0.06%-1,900$323K$170.0052w: $155.83 - $183.41; reported $170.00
40PGPROCTOR & GAMBLE0.05%-1,700$294K$172.9452w: $141.45 - $177.94; reported $172.94
41AMANTERO MIDSTREAM0.05%Add +5.9%18,856$284K$15.0652w: $11.50 - $15.30; reported $15.06
42PNCPNC BANK0.05%Reduce -16.1%1,460$270K$184.9352w: $109.40 - $187.78; reported $184.93
43LWAYLIFEWAY FOODS0.04%-10,000$259KNo quoteNo quote
44PEYUFPEYTO EXP & DEV0.04%Add +11.2%19,807$226K$11.4152w: $7.88 - $11.99; reported $11.41
46OBTORANGE COUNTY BANCORP0.04%-4,000$212K$53.0052w: $19.86 - $32.01; reported $53.00
45NTPIFNAM TAI PROPERTY INC F0.04%Reduce -0.6%84,830$212KNo quoteNo quote
47DBDEUTSCHE BANK0.03%New10,000$173K$17.3052w: $10.00 - $17.95; reported $17.30
48VTRSVIATRIS0.03%Reduce -3.8%13,623$158.65K$11.6552w: $8.74 - $13.62; reported $11.65
49GTXGARRETT MOTION0.02%Add +16.4%14,229$116K$8.1552w: $6.43 - $10.16; reported $8.15
50PIFYFPINE CLIFF ENERGY0.02%-129,731$95K$0.7352w: $0.61 - $1.22; reported $0.73
51TPHSTRINITY PLACE HOLDINGS0.01%Reduce -0.1%1,524,690$60.8KNo quoteNo quote
52IDWMIDW MEDIA0.01%Reduce -0.6%63,589$34KNo quoteNo quote
55VRAYQVIEWRAY0.00%-353,744$0No quoteNo quote
54MBIMBIA-Sold0$0No quoteNo quote
53CVXCHEVRONTEXACO-Sold0$0No quoteNo quote