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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 2026-09-12 from SEC 13F data.

Live quotes available for 31 of 48 rows. Rows without a quote are marked unavailable.

1MRKMERCK11.29%Reduce -81.1%2,020,100$89.92M$44.51No quote
2CCITIGROUP9.19%Reduce -3.9%1,059,862$73.22M$69.08No quote
3AGOASSURED GUARANTY8.77%Add +0.3%1,571,674$69.88M$44.46No quote
4NYCBNEW YORK COMMUNITY8.72%Add +1.2%5,535,697$69.47MNo quoteNo quote
5GSKGLAXOSMITHKLINE8.67%Add +0.8%1,618,079$69.06M$42.68No quote
6BPBP PLC7.98%Reduce -0.1%1,672,574$63.54M$37.99No quote
7SEBSEABOARD CORP7.26%Reduce -0.2%13,221$57.84M$4375.00No quote
8BMYBRISTOL MYERS SQUIBB6.82%Add +5.2%1,071,235$54.32M$50.71No quote
9MBIMBIA6.47%Reduce -0.6%5,579,421$51.5M$9.23No quote
10BBBLACKBERRY3.73%Add +1.6%5,653,081$29.68M$5.25No quote
11PFEPFIZER3.66%Add +0.6%810,787$29.13M$35.93No quote
12PTENPATTERSON ENERGY2.90%Add +37.3%2,703,393$23.11M$8.55No quote
13NTPIFNAM TAI PPTY2.48%Reduce -1.6%2,197,605$19.78MNo quoteNo quote
14VOXXVOXX INTERNATIONAL2.39%Add +2.3%4,057,888$19.07MNo quoteNo quote
15HOLXHOLOGIC1.96%Reduce -8.9%309,537$15.63M$50.49No quote
16NYTNY TIMES CL A1.22%Reduce -27.8%340,826$9.71M$28.48No quote
17STLSTERLING BANCORP1.18%Reduce -10.4%468,122$9.39MNo quoteNo quote
18RFLRAFAEL HOLDING1.14%Add +0.5%434,160$9.1M$20.96No quote
19SYMBOLIDT CORP CL B0.93%Reduce -19.1%705,216$7.43MNo quoteNo quote
20TPHSTRINITY PLACE HOLDINGS0.81%Reduce -0.3%1,606,202$6.42MNo quoteNo quote
21SYMBOLGENIE ENERGY0.43%Add +1.0%463,704$3.46MNo quoteNo quote
22NVSNOVARTIS ADR0.28%-25,773$2.24M$86.90No quote
23FBAKFIRST NATL BK OF ALASKA0.21%-6,810$1.63M$240.00No quote
24IDWMIDW MEDIA0.17%Add +0.2%97,140$1.37MNo quoteNo quote
25XOMEXXON MOBILE0.17%Add +0.8%19,120$1.35M$70.61No quote
26VZVERIZON0.16%Add +160.2%21,759$1.31M$60.36No quote
27VRAYQVIEWRAY0.12%Add +202.0%339,800$985.42KNo quoteNo quote
28UNKNOWNAMERICAN TEL & TEL0.09%Add +22.1%18,395$696.07KNo quoteNo quote
29BRK-BBERKSHIRE HATHAWAY0.09%Add +3.1%3,300$686.47K$208.02No quote
30GBCIGLACIER BANCORP0.07%Reduce -21.1%14,571$589.54K$40.46No quote
31CVXCHEVRONTEXACO0.07%Reduce -4.4%4,376$518.99K$118.60No quote
32BACBANK OF AMERICA0.07%Add +24.9%17,763$518.73K$29.20No quote
33HOPEHOPE BANCORP0.06%-31,920$457.73KNo quoteNo quote
34SBBXSB ONE BANC0.06%-20,245$456.73KNo quoteNo quote
35OBTORANGE COUNTY BANCORP0.06%-16,400$455.1K$27.75No quote
36CCRKCOAL CREEK MINING0.04%-983$334.22KNo quoteNo quote
37NAVINAVIENT0.04%Reduce -49.7%12,800$325.84K$25.46No quote
38CMCSACOMCAST CL A0.04%Add +14.1%6,858$309.16K$45.08No quote
39PEPPEPSICO0.04%New2,100$287.91K$137.10No quote
40ALCALCON0.04%Reduce -5.3%4,876$284.67K$58.38No quote
41ZDGEZEDGE INC.0.04%Add +0.8%169,710$283.42K$1.67No quote
42KEYKEYCORP0.03%New12,349$220.31K$17.84No quote
43EDCON EDISON0.02%-1,674$158.14KNo quoteNo quote
44AAPLAPPLE0.01%New500$111.99K$223.97No quote
45CWEGFCREW ENERGY0.01%-189,500$96.75KNo quoteNo quote
46PEYUFPEYTO EXP & DEV0.01%New35,000$88.31K$2.52No quote
47LWAYLIFEWAY FOODS0.00%-10,000$21.9KNo quoteNo quote
48VHIVALHI0.00%-10,368$19.7KNo quoteNo quote