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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 30 of 48 rows. Rows without a quote are marked unavailable.

1MRKMERCK14.07%Reduce -0.8%1,029,474$76.9M$74.7052w: $62.26 - $87.92; reported $74.70
2GSKGLAXOSMITHKLINE10.70%Reduce -2.8%1,543,618$58.49M$37.8952w: $31.43 - $48.25; reported $37.89
3BMYBRISTOL MYERS SQUIBB10.46%Reduce -2.6%1,026,209$57.2M$55.7452w: $45.76 - $68.34; reported $55.74
4NYCBNEW YORK COMMUNITY8.96%Reduce -2.9%5,217,680$48.99MNo quoteNo quote
5BPBP PLC7.26%Add +0.3%1,628,462$39.72M$24.3952w: $15.51 - $40.08; reported $24.39
6CCITIGROUP7.26%Reduce -6.5%941,823$39.67M$42.1252w: $32.00 - $83.11; reported $42.12
7AGOASSURED GUARANTY6.92%Reduce -3.9%1,466,650$37.82M$25.7952w: $13.64 - $49.47; reported $25.79
8MBIMBIA6.68%Reduce -5.4%5,112,051$36.5M$7.1452w: $4.93 - $9.72; reported $7.14
9SEBSEABOARD CORP6.54%Reduce -1.0%12,706$35.74M$2812.8052w: $2614.00 - $4297.55; reported $2812.80
10PFEPFIZER4.60%Reduce -4.9%770,316$25.14M$32.6452w: $26.45 - $38.87; reported $32.64
11BBBLACKBERRY4.40%Add +0.1%5,821,886$24.04M$4.1352w: $2.70 - $6.89; reported $4.13
12NTPIFNAM TAI PPTY1.98%Reduce -6.6%1,968,994$10.83MNo quoteNo quote
13VOXXVOXX INTERNATIONAL1.96%Reduce -2.5%3,750,720$10.69MNo quoteNo quote
14HOLXHOLOGIC1.71%Reduce -9.5%266,505$9.35M$35.1052w: $26.49 - $55.25; reported $35.10
15PTENPATTERSON ENERGY1.30%Add +16.4%3,015,139$7.09M$2.3552w: $1.80 - $10.95; reported $2.35
16RFLRAFAEL HOLDING1.03%Reduce -0.6%428,017$5.65M$13.2052w: $9.27 - $23.43; reported $13.20
17STLSTERLING BANCORP0.71%Reduce -1.6%372,701$3.89MNo quoteNo quote
18SYMBOLIDT CORP CL B0.69%Reduce -0.6%693,812$3.76MNo quoteNo quote
19TPHSTRINITY PLACE HOLDINGS0.52%Reduce -1.4%1,575,774$2.87MNo quoteNo quote
20NVSNOVARTIS ADR0.35%Reduce -10.0%23,198$1.91M$82.4552w: $69.18 - $99.84; reported $82.45
21VRAYQVIEWRAY0.28%Add +13.5%605,550$1.51MNo quoteNo quote
22FBAKFIRST NATL BK OF ALASKA0.25%-6,810$1.38M$202.0052w: $125.00 - $260.00; reported $202.00
23VZVERIZON0.18%Reduce -8.3%18,015$967.95K$53.7352w: $48.84 - $61.45; reported $53.73
24XOMEXXON MOBILE0.13%-19,120$725.99K$37.9752w: $30.11 - $71.37; reported $37.97
25BRK/BBERKSHIRE HATHAWAYCUSIP 0846707020.11%Add +0.8%3,325$607.91KNo quoteNo quote
26IDWMIDW MEDIA0.09%Reduce -0.4%96,010$484.85KNo quoteNo quote
27UNKNOWNAMERICAN TEL & TEL0.09%Reduce -10.4%16,360$476.89KNo quoteNo quote
28SYMBOLGENIE ENERGY0.08%-448,591$437.45KNo quoteNo quote
29OBTORANGE COUNTY BANCORP0.07%-16,400$405.9K$24.7552w: $12.38 - $15.47; reported $24.75
30BACBANK OF AMERICA0.07%Add +0.1%17,783$377.53K$21.2352w: $17.95 - $35.67; reported $21.23
31SYMBOLJP MORGAN CHASE0.06%New3,935$354.27KNo quoteNo quote
32SBBXSB ONE BANC0.06%-20,245$344.17KNo quoteNo quote
33CMCSACOMCAST CL A0.05%Reduce -2.3%8,688$298.69K$34.3852w: $29.72 - $44.74; reported $34.38
34HOPEHOPE BANCORP0.05%-31,920$262.38KNo quoteNo quote
35CCRKCOAL CREEK MINING0.05%Add +33.3%1,084$253.66KNo quoteNo quote
36PEPPEPSICO0.05%-2,100$252.21K$120.1052w: $101.42 - $147.20; reported $120.10
37CVXCHEVRONTEXACO0.04%Reduce -22.9%3,376$244.62K$72.4652w: $51.60 - $122.72; reported $72.46
38GBCIGLACIER BANCORP0.04%-6,265$213.04K$34.0052w: $26.66 - $46.10; reported $34.00
39ALCALCON0.04%Reduce -16.8%3,956$201.77K$51.0052w: $39.37 - $65.37; reported $51.00
40NAVINAVIENT0.04%Add +84.8%25,286$191.67K$7.5852w: $4.07 - $15.50; reported $7.58
41ZDGEZEDGE INC.0.03%Reduce -0.8%163,421$143.81K$0.8852w: $0.66 - $1.75; reported $0.88
42KEYKEYCORP0.02%-11,392$118.14K$10.3752w: $7.45 - $20.37; reported $10.37
43AAPLAPPLE0.01%Reduce -70.7%300$76.29K$254.2952w: $53.15 - $81.96; reported $254.29
44NYTNY TIMES CL A0.01%Reduce -99.5%1,500$46.07K$30.7152w: $26.13 - $40.22; reported $30.71
45PEYUFPEYTO EXP & DEV0.01%-35,000$36.64K$1.0552w: $0.70 - $2.97; reported $1.05
46CWEGFCREW ENERGY0.00%Reduce -4.0%182,000$25.51KNo quoteNo quote
47LWAYLIFEWAY FOODS0.00%-10,000$19.2KNo quoteNo quote
48VHIVALHI0.00%-10,368$10.68KNo quoteNo quote