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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 2026-06-06 from SEC 13F data.

Live quotes available for 52 of 54 rows. Rows without a quote are marked unavailable.

1CCitigroup Inc18.11%Reduce -0.0%876,278$102.25M$116.6952w: $55.51 - $122.84; reported $116.69
2BAYRYBayer AG Spons ADR12.94%Reduce -0.5%6,754,291$73.08M$10.8252w: $4.83 - $10.97; reported $10.82
3NYCBFlagstar Financial, Inc.9.31%Reduce -2.8%4,177,212$52.59MNo quoteNo quote
4MRKMerck & Co. Inc.8.02%Reduce -0.8%430,103$45.27M$105.2652w: $73.31 - $107.59; reported $105.26
5DISWalt Disney7.95%Reduce -0.0%394,369$44.87M$113.7752w: $80.10 - $124.69; reported $113.77
6GOOGAlphabet Inc Class C7.52%Add +0.5%135,416$42.49M$313.8052w: $142.66 - $328.67; reported $313.80
7BPBP PLC6.39%Reduce -4.3%1,038,402$36.06M$34.7352w: $25.22 - $37.64; reported $34.73
8SEBSeaboard Corp5.73%Reduce -5.7%7,285$32.38M$4444.8252w: $2400.00 - $4800.00; reported $4444.82
9OGNOrganon & Co4.61%Add +0.3%3,629,451$26.02M$7.1752w: $6.18 - $17.23; reported $7.17
10IDTIdt Corp Class B3.55%Reduce -0.1%392,011$20.07M$51.2152w: $44.77 - $71.12; reported $51.21
11PFEPfizer2.44%Reduce -21.7%553,950$13.79M$24.9052w: $20.92 - $27.69; reported $24.90
12SEGSeaport Entmt Group Inc Com2.05%Add +0.5%586,170$11.59M$19.7752w: $16.52 - $28.78; reported $19.77
13BMYBristol-Myers Squibb1.93%Reduce -25.8%202,196$10.91M$53.9452w: $42.52 - $63.33; reported $53.94
14PTENPatterson Uti Energy1.88%Reduce -7.6%1,742,013$10.64M$6.1152w: $5.10 - $9.57; reported $6.11
15GSKGSK PLC ADR1.55%Reduce -31.5%178,696$8.76M$49.0452w: $31.72 - $49.44; reported $49.04
16MBIM B I A Inc1.30%Reduce -0.1%1,028,784$7.37M$7.1652w: $3.86 - $8.26; reported $7.16
17GNEGenie Energy LTD Class B0.46%Reduce -0.8%190,312$2.62M$13.7852w: $13.05 - $28.47; reported $13.78
18XOMExxonMobil0.43%Add +12.7%20,217$2.43M$120.3452w: $97.80 - $121.80; reported $120.34
19FRFHFFairfax Finl HLDGS LTD Sub VTG0.34%-1,018$1.94M$1908.5752w: $1292.53 - $1930.00; reported $1908.57
20NVSNovartis AG Sponsored ADR0.33%Reduce -4.5%13,678$1.89M$137.8752w: $96.91 - $140.18; reported $137.87
21WBSWebster Finl Co0.33%Reduce -1.1%29,833$1.88M$62.9452w: $39.43 - $65.39; reported $62.94
22FBAKFirst Natl BK Alaska Com0.26%Reduce -1.4%4,920$1.47M$299.7552w: $218.00 - $308.00; reported $299.75
23CSXCSX Corp Com0.24%Reduce -7.9%37,531$1.36M$36.2552w: $26.22 - $37.54; reported $36.25
24TRMLFTourmaline Oil Corp Com0.21%Add +10.4%26,959$1.21M$44.9252w: $38.85 - $50.01; reported $44.92
25MSFTMicrosoft0.20%Add +25.6%2,392$1.16M$483.6252w: $344.79 - $555.45; reported $483.62
26JPMJPMorgan Chase0.20%Add +30.0%3,468$1.12M$322.2252w: $202.16 - $330.86; reported $322.22
27AAPLApple Inc Com0.15%Add +3.3%3,092$840.59K$271.8652w: $169.21 - $288.62; reported $271.86
28HLNHaleon PLC0.12%Reduce -4.0%65,321$660.4K$10.1152w: $8.71 - $11.42; reported $10.11
29BACBank Of America Corp0.10%Reduce -5.8%10,484$576.62K$55.0052w: $33.07 - $56.55; reported $55.00
30SEICSei Invt Co Pa PV $0.010.10%-6,596$541K$82.0252w: $64.66 - $93.96; reported $82.02
31PEYUFPeyto Expl & Dev Corp New Com0.09%-31,857$527.85K$16.5752w: $10.00 - $17.43; reported $16.57
32PNCPNC Finl SVCS Group Inc Com0.08%Add +54.9%2,257$471.1K$208.7352w: $145.12 - $214.59; reported $208.73
33DBDeutsche Bank AG Namen Akt0.07%-10,000$385.6K$38.5652w: $17.06 - $39.78; reported $38.56
34IBMIntl Business Machines0.06%Reduce -18.6%1,228$363.75K$296.2152w: $214.50 - $324.90; reported $296.21
35PEGPublic SVC Enterprise Group Inc Com0.06%Add +22.1%4,424$355.25K$80.3052w: $74.67 - $91.26; reported $80.30
36BXBlackstone Inc Com0.06%Add +53.3%2,300$354.52K$154.1452w: $115.66 - $190.09; reported $154.14
37AMAntero Midstream Corp Com0.06%-18,856$335.45K$17.7952w: $15.07 - $19.82; reported $17.79
38VZVerizon0.06%Add +12.6%8,147$331.83K$40.7352w: $37.59 - $47.36; reported $40.73
39NVDANvidia Corp Com0.06%-1,740$324.68K$186.6052w: $86.62 - $212.19; reported $186.60
40PIFYFPine Cliff Energy LTD Com0.05%-520,000$307.31K$0.5952w: $0.37 - $0.67; reported $0.59
41CVXChevron Corp.0.05%-2,003$305.28K$152.4152w: $132.04 - $168.96; reported $152.41
42AGOAssured Guaranty LTD F0.05%Add +20.1%3,110$279.5K$89.8752w: $74.09 - $96.50; reported $89.87
43ZDGEZedge Inc 00500 Class B0.05%Reduce -0.4%82,558$270.79K$3.2852w: $1.73 - $4.89; reported $3.28
44NAVINavient Corp0.05%-20,600$267.8K$13.0052w: $10.53 - $16.07; reported $13.00
45PGProcter & Gamble0.05%Add +5.7%1,867$267.56K$143.3152w: $138.14 - $179.99; reported $143.31
46PEPPepsico Inc Com0.05%-1,800$258.34K$143.5252w: $127.60 - $160.15; reported $143.52
47WRLCWindrock LTD Co0.04%-569$250.36K$440.0052w: $385.00 - $515.00; reported $440.00
48BNBrookfield Corp VTG SHS CL A0.04%-1.5:1 split5,070$233.12K$45.9852w: $29.07 - $49.47; reported $45.98
49OBTOrange CNTY Bancorp Inc Com0.04%-8,000$228.4K$28.5552w: $20.97 - $30.25; reported $28.55
50AXPAmerican Express Co Com0.04%Reduce -47.0%610$225.67K$369.9552w: $220.43 - $387.49; reported $369.95
51ARAntero Res Corp Com0.04%Reduce -65.0%6,242$215.1K$34.4652w: $29.10 - $44.02; reported $34.46
52CMCSAComcast Corp New CL A0.04%Add +10.1%7,025$209.98K$29.8952w: $24.13 - $35.99; reported $29.89
53RFLRafael Holdings Inc Class B0.01%Reduce -62.7%59,246$69.91K$1.1852w: $1.12 - $3.19; reported $1.18
54-Tphgreenwich Trust UniCUSIP 0089970170.00%New166,999$0No quoteNo quote