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 2026-08-17 from SEC 13F data.
Live quotes available for 46 of 49 rows. Rows without a quote are marked unavailable.
| 1 | C | Citigroup Inc | 18.50% | Reduce -0.5% | 836,337 | $117.05M | $139.96 | |
| 2 | BAYRY | Bayer AG Spons ADR | 14.12% | Add +0.1% | 6,518,603 | $89.31M | $13.70 | |
| 3 | NYCB | Flagstar Financial, Inc. | 9.62% | Reduce -0.2% | 4,074,720 | $60.88M | No quote | No quote |
| 4 | GOOG | Alphabet Inc Class C | 6.75% | Reduce -0.9% | 120,906 | $42.72M | $353.33 | |
| 5 | Z | Zillow Group Inc | 5.89% | Add +116.8% | 1,182,261 | $37.26M | $31.52 | |
| 6 | OGN | Organon & Co | 5.72% | Reduce -51.8% | 2,670,523 | $36.16M | $13.54 | |
| 7 | DIS | Walt Disney | 5.46% | Reduce -5.2% | 359,092 | $34.56M | $96.25 | |
| 8 | MRK | Merck & Co. Inc. | 4.43% | Reduce -4.0% | 218,182 | $28.04M | $128.50 | |
| 9 | MBI | M B I A Inc | 4.34% | Add +104.9% | 4,213,920 | $27.47M | $6.52 | |
| 10 | SEG | Seaport Entmt Group | 3.86% | Add +2.7% | 917,005 | $24.39M | $26.60 | |
| 11 | SEB | Seaboard Corp | 3.80% | Reduce -8.2% | 5,389 | $24.06M | $4464.33 | |
| 12 | BP | BP PLC | 3.65% | Add +0.4% | 624,999 | $23.09M | $36.95 | |
| 13 | IDT | IDT Corp Class B | 3.23% | Reduce -5.6% | 351,660 | $20.45M | $58.16 | |
| 14 | PTEN | Patterson Uti Energy | 2.41% | Reduce -1.6% | 1,663,758 | $15.27M | $9.18 | |
| 15 | PFE | Pfizer | 1.77% | Reduce -4.3% | 464,001 | $11.17M | $24.08 | |
| 16 | BMY | Bristol-Myers Squibb | 1.59% | Add +2.2% | 174,152 | $10.03M | $57.62 | |
| 17 | GSK | GSK PLC ADR | 1.31% | Reduce -1.6% | 158,438 | $8.31M | $52.42 | |
| 18 | XOM | ExxonMobil | 0.38% | Reduce -3.3% | 17,655 | $2.41M | $136.72 | |
| 19 | GNE | Genie Energy LTD Class B | 0.35% | Reduce -13.2% | 151,941 | $2.2M | $14.45 | |
| 20 | NVS | Novartis AG | 0.33% | Reduce -1.5% | 13,186 | $2.07M | $156.72 | |
| 21 | FRFHF | Fairfax Finl HLDGS LTD Sub VTG | 0.26% | - | 1,018 | $1.67M | $1644.39 | |
| 22 | CSX | CSX Corp Com | 0.26% | Reduce -4.7% | 34,781 | $1.65M | $47.53 | |
| 23 | FBAK | First Natl BK Alaska | 0.25% | - | 4,920 | $1.56M | $316.20 | |
| 24 | TRMLF | Tourmaline Oil Corp Com | 0.18% | - | 26,959 | $1.13M | $41.80 | |
| 25 | JPM | JPMorgan Chase | 0.15% | Add +2.1% | 2,878 | $942.06K | $327.33 | |
| 26 | AAPL | Apple Inc Com | 0.14% | - | 3,092 | $894.7K | $289.36 | |
| 27 | MSFT | Microsoft | 0.13% | Add +3.6% | 2,168 | $808.71K | $373.02 | |
| 28 | SEIC | Sei Invt Co Pa PV $0.01 | 0.09% | - | 6,596 | $578.54K | $87.71 | |
| 29 | HLN | Haleon PLC | 0.09% | Add +3.4% | 58,341 | $544.32K | $9.33 | |
| 30 | BAC | Bank Of America Corp | 0.09% | - | 9,459 | $538.97K | $56.98 | |
| 31 | PEYUF | Peyto Expl & Dev Corp | 0.08% | - | 31,307 | $522.15K | $16.68 | |
| 32 | RFL | Rafael Holdings Inc Class B | 0.08% | Add +157.0% | 150,493 | $493.62K | $3.28 | |
| 33 | WRLC | Windrock LTD Co | 0.07% | Add +50.3% | 807 | $443.84K | $549.99 | |
| 34 | IBM | Intl Business Machines | 0.05% | - | 1,228 | $345.33K | $281.21 | |
| 35 | DB | Deutsche Bank AG | 0.05% | - | 10,000 | $337.6K | $33.76 | |
| 36 | WBS | Webster Finl Co | 0.05% | New | 4,349 | $332.35K | $76.42 | |
| 37 | PNC | PNC Finl SVCS Group Inc Com | 0.05% | - | 1,342 | $330.43K | $246.22 | |
| 38 | CVX | Chevron Corp. | 0.05% | - | 1,953 | $323.73K | $165.76 | |
| 39 | OBT | Orange CNTY Bancorp | 0.05% | - | 8,000 | $294.24K | $36.78 | |
| 40 | PEG | Public SVC Enterprise Group | 0.05% | - | 3,524 | $286.01K | $81.16 | |
| 41 | BX | Blackstone Inc Com | 0.04% | - | 2,300 | $270.64K | $117.67 | |
| 42 | AM | Antero Midstream Corp | 0.04% | - | 11,806 | $268.59K | $22.75 | |
| 43 | PG | Procter & Gamble | 0.04% | Reduce -5.4% | 1,752 | $256.91K | $146.64 | |
| 44 | PEP | Pepsico Inc Com | 0.04% | - | 1,800 | $243.72K | $135.40 | |
| 45 | ZDGE | Zedge Inc | 0.04% | Add +0.3% | 78,126 | $242.19K | $3.10 | |
| 46 | VZ | Verizon | 0.04% | - | 5,682 | $240.58K | $42.34 | |
| 47 | PIFYF | Pine Cliff Energy LTD Com | 0.03% | - | 520,000 | $208.94K | $0.40 | |
| 49 | - | Tphgreenwich Trust UniCUSIP 008997017 | 0.00% | - | 166,999 | $0 | No quote | No quote |
| 48 | CMCSA | Comcast Corp New CL A | - | Sold | 0 | $0 | No quote | No quote |