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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.

1CCITIGROUP11.10%Reduce -3.1%1,190,462$64.42M$54.11No quote
2MRKMERCK10.30%Reduce -5.1%1,052,807$59.79M$56.79No quote
3PFEPFIZER10.11%Reduce -5.1%1,883,217$58.66M$31.15No quote
4NYTNY TIMES CL A9.41%Reduce -6.7%4,131,373$54.62M$13.22No quote
5NYCBNEW YORK COMMUNITY9.32%Reduce -4.1%3,378,882$54.06MNo quoteNo quote
6SEBSEABOARD CORP7.10%Reduce -8.0%9,811$41.19M$4197.95No quote
7-BP PLCCUSIP 556221045.70%Add +2.7%867,505$33.07MNo quoteNo quote
8ORIOLD REPUBLIC4.95%Reduce -7.3%1,963,215$28.72M$14.63No quote
9BBBLACKBERRY3.49%Add +18.6%1,846,010$20.27M$10.98No quote
10MBIMBIA3.26%Reduce -15.2%1,981,842$18.91M$9.54No quote
11STLSTERLING BANCORP3.18%Reduce -7.6%1,283,584$18.46MNo quoteNo quote
12NAVINAVIENT3.16%Reduce -5.6%849,483$18.36M$21.61No quote
13VOXXVOXX INTERNATIONAL2.57%Reduce -12.2%1,703,259$14.92MNo quoteNo quote
14PTENPATTERSON ENERGY2.55%Add +42.2%890,609$14.78M$16.59No quote
15NTPIFNAM TAI PPTY2.41%Reduce -21.1%2,943,022$13.98MNo quoteNo quote
16HOLXHOLOGIC2.04%Reduce -7.8%1,420,442$11.81M$8.32No quote
17SYMBOLIDT CORP CL B1.85%Reduce -19.6%527,876$10.72MNo quoteNo quote
18TPHSTRINITY PLACE HOLDINGS1.40%Reduce -3.2%1,161,466$8.13MNo quoteNo quote
19SLMSLM CORP1.25%Reduce -20.8%711,411$7.25M$10.19No quote
20STRPSTRAIGHT PATH COMM0.87%Reduce -19.6%266,604$5.05MNo quoteNo quote
21NVSNOVARTIS ADR0.49%Add +2.0%30,968$2.87M$92.66No quote
22SYMBOLGENIE ENERGY0.49%Reduce -22.9%458,914$2.84MNo quoteNo quote
23-GLAXOSMITHKLINECUSIP 3773W1050.38%-51,000$2.18MNo quoteNo quote
24BMYBRISTOL MYERS SQUIBB0.29%Add +2.7%28,400$1.68M$59.03No quote
25XOMEXXON MOBILE0.28%-17,684$1.63M$92.45No quote
26CMCSACOMCAST CL A0.25%Reduce -3.5%25,497$1.48M$58.01No quote
27IBMIBM0.20%Reduce -1.4%7,158$1.15M$160.44No quote
28FNFGFIRST NIAGARA FINANCIAL0.19%Reduce -2.9%134,045$1.13MNo quoteNo quote
29-LANDMARK SAVINGS BANKCUSIP 5149281000.18%Reduce -26.4%50,502$1.07MNo quoteNo quote
30-MONSANTOCUSIP 66166W1010.18%-8,888$1.06MNo quoteNo quote
31BACBANK OF AMERICA0.16%Reduce -6.7%51,097$914.13K$17.89No quote
32CTMMACTM MEDIA CL A0.12%Reduce -18.8%8,356$710.26KNo quoteNo quote
33CVXCHEVRONTEXACO0.12%Reduce -6.3%5,988$671.73K$112.18No quote
34USGUSG INC0.09%-19,000$531.81KNo quoteNo quote
35-ASTEC INDUSCUSIP 462241010.08%-12,000$471.42KNo quoteNo quote
36-AMERICAN TEL & TELCUSIP 301771090.07%Reduce -2.3%12,040$404.42KNo quoteNo quote
37STRQUESTAR CORP0.07%-15,950$403.22KNo quoteNo quote
38GEGENERAL ELECTRIC0.07%-15,000$379.05K$25.27No quote
39NEUNEWMARKET GROUP0.06%Reduce -2.2%880$355.11KNo quoteNo quote
40FFICFLUSHING FINANCIAL0.05%-15,519$314.57KNo quoteNo quote
41PHELKPHI INC NON-VOTING0.04%Reduce -57.2%6,500$243.1KNo quoteNo quote
42-ASTORIA FINANCIALCUSIP 462651040.04%-17,685$236.27KNo quoteNo quote
43KEYKEYCORP NEW0.04%Reduce -2.4%15,200$211.28K$13.90No quote
44VOLVYVOLVO0.02%-10,000$108.2KNo quoteNo quote