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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 21 of 44 rows. Rows without a quote are marked unavailable.

1NYTNY TIMES CL A9.98%Reduce -5.4%4,511,896$68.63M$15.21No quote
2CCITIGROUP9.49%Add +12.3%1,385,144$65.24M$47.10No quote
3MRKMERCK9.43%Reduce -0.7%1,120,074$64.8M$57.85No quote
4PFEPFIZER9.04%Add +0.6%2,124,489$62.16M$29.26No quote
5NYCBNEW YORK COMMUNITY8.66%Reduce -1.4%3,725,163$59.53MNo quoteNo quote
6-BP PLCCUSIP 556221046.96%Add +5.4%906,415$47.81MNo quoteNo quote
7HOLXHOLOGIC5.69%Reduce -1.0%1,541,729$39.08M$25.35No quote
8ORIOLD REPUBLIC5.02%Reduce -17.0%2,265,645$34.47M$15.22No quote
9SEBSEABOARD CORP4.99%Reduce -1.3%11,360$34.31M$3020.27No quote
10PTENPATTERSON ENERGY4.59%Reduce -31.5%903,754$31.58M$34.94No quote
11NTPIFNAM TAI PPTY4.14%New3,774,517$28.46MNo quoteNo quote
12MBIMBIA4.05%Reduce -0.7%2,522,739$27.85M$11.04No quote
13VOXXVOXX INTERNATIONAL2.83%Reduce -0.9%2,063,944$19.42MNo quoteNo quote
14BBBLACKBERRY2.49%Add +271.2%1,670,450$17.11M$10.24No quote
15STLSTERLING BANCORP2.44%Add +4.5%1,396,823$16.76MNo quoteNo quote
16NAVINAVIENT2.35%New912,085$16.15M$17.71No quote
17SYMBOLIDT CORP CL B1.69%Reduce -0.7%665,144$11.59MNo quoteNo quote
18TPHSTRINITY PLACE HOLDINGS1.13%-1,199,563$7.8MNo quoteNo quote
19SLMSLM CORP1.10%Reduce -1.9%911,685$7.58M$8.31No quote
20SYMBOLGENIE ELECTRIC0.75%Reduce -0.8%655,127$5.16MNo quoteNo quote
21STRPSTRAIGHT PATH COMM0.50%Reduce -0.7%334,084$3.41MNo quoteNo quote
22NVSNOVARTIS ADR0.35%Reduce -6.1%26,368$2.39M$90.53No quote
23XOMEXXON MOBILE0.26%Reduce -2.9%17,684$1.78M$100.68No quote
24-LANDMARK SAVINGS BANKCUSIP 5149281000.20%Reduce -2.6%70,486$1.4MNo quoteNo quote
25BMYBRISTOL MYERS SQUIBB0.20%Reduce -6.8%27,650$1.34M$48.51No quote
26CMCSACOMCAST CL A0.19%Reduce -1.0%24,253$1.3M$53.68No quote
27PHELKPHI INC NON-VOTING0.18%-28,280$1.26MNo quoteNo quote
28FNFGFIRST NIAGARA FINANCIAL0.18%Reduce -5.5%138,084$1.21MNo quoteNo quote
29-MONSANTOCUSIP 66166W1010.16%Reduce -0.1%8,888$1.11MNo quoteNo quote
30BACBANK OF AMERICA0.12%Reduce -2.7%55,463$852.47K$15.37No quote
31CVXCHEVRONTEXACO0.12%Reduce -5.9%6,388$833.95K$130.55No quote
32CTMMACTM MEDIA CL A0.10%Reduce -0.7%10,341$701.12KNo quoteNo quote
33IBMIBM0.09%Reduce -0.8%3,258$590.58K$181.27No quote
34USGUSG INC0.08%-19,000$572.47KNo quoteNo quote
35-AMERICAN TEL & TELCUSIP 301771090.08%Reduce -2.9%15,889$561.84KNo quoteNo quote
36-ASTEC INDUSCUSIP 462241010.08%-12,000$526.56KNo quoteNo quote
37STRQUESTAR CORP0.06%-15,950$395.56KNo quoteNo quote
38GEGENERAL ELECTRIC0.06%-15,000$394.2K$26.28No quote
39NEUNEWMARKET GROUP0.05%Reduce -5.0%950$372.51KNo quoteNo quote
40KEYKEYCORP NEW0.04%-18,569$266.09K$14.33No quote
41-ASTORIA FINANCIALCUSIP 462651040.03%-17,685$237.86KNo quoteNo quote
42FFICFLUSHING FINANCIAL0.03%-10,119$207.95KNo quoteNo quote
43VOLVYVOLVO0.02%-10,000$137.69KNo quoteNo quote
44NTENAM TAI ELECT-Sold0$0No quoteNo quote