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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 22 of 32 rows. Rows without a quote are marked unavailable.

1CCITIGROUP10.20%Reduce -3.4%948,482$64.02M$67.50No quote
2BPBP PLC9.08%Reduce -0.1%1,405,605$56.98M$40.54No quote
3NYTNY TIMES CL A8.67%Reduce -22.4%2,257,362$54.4M$24.10No quote
4BBBLACKBERRY8.18%Reduce -1.9%4,463,510$51.33M$11.50No quote
5MRKMERCK7.85%Reduce -1.6%904,387$49.26M$54.47No quote
6GSKGLAXOSMITHKLINE7.66%Add +8.0%1,230,642$48.08M$39.07No quote
7AGOASSURED GUARANTY7.15%Add +16.7%1,240,092$44.89M$36.20No quote
8MBIMBIA6.82%Add +0.8%4,625,960$42.84M$9.26No quote
9SEBSEABOARD CORP5.29%Reduce -0.6%7,789$33.22M$4265.00No quote
10NYCBNEW YORK COMMUNITY4.57%Add +16.0%2,203,594$28.71MNo quoteNo quote
11HOLXHOLOGIC3.92%Reduce -4.9%657,997$24.58M$37.36No quote
12PTENPATTERSON ENERGY3.81%Reduce -1.9%1,365,612$23.91M$17.51No quote
13NTPIFNAM TAI PPTY3.61%Reduce -1.9%1,820,255$22.66MNo quoteNo quote
14STLSTERLING BANCORP3.13%Reduce -2.4%870,635$19.63MNo quoteNo quote
15PFEPFIZER3.11%Reduce -0.8%549,944$19.52M$35.49No quote
16VOXXVOXX INTERNATIONAL2.88%Reduce -0.5%3,658,725$18.11MNo quoteNo quote
17TPHSTRINITY PLACE HOLDINGS1.00%-968,129$6.29MNo quoteNo quote
18SYMBOLIDT CORP CL B0.64%Reduce -0.3%640,743$4.02MNo quoteNo quote
19IDWMIDW MEDIA0.54%Reduce -4.0%75,408$3.38MNo quoteNo quote
20SYMBOLGENIE ENERGY0.32%Reduce -1.5%400,085$2MNo quoteNo quote
21NVSNOVARTIS ADR0.28%Reduce -17.3%22,010$1.78M$80.85No quote
22RFLRAFAEL HOLDING0.25%New320,326$1.55M$4.85No quote
23XOMEXXON MOBILE0.20%Reduce -0.6%16,934$1.26M$74.61No quote
24BMYBRISTOL MYERS SQUIBB0.20%Add +3.7%19,750$1.25M$63.25No quote
25ORIOLD REPUBLIC0.16%-48,000$1.03M$21.45No quote
26BACBANK OF AMERICA0.12%Reduce -5.4%26,127$783.55K$29.99No quote
27CVXCHEVRONTEXACO0.09%Add +24.7%5,048$575.67K$114.04No quote
28NAVINAVIENT0.08%Reduce -26.6%39,150$513.65K$13.12No quote
29ZDGEZEDGE INC.0.07%Reduce -0.4%138,264$442.45K$3.20No quote
30UNKNOWNAMERICAN TEL & TEL0.06%Add +7.3%11,300$402.85KNo quoteNo quote
31CMCSACOMCAST CL A0.05%Reduce -7.1%8,924$304.93K$34.17No quote
32STRPSTRAIGHT PATH COMM-Sold0$0No quoteNo quote