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

1MRKMERCK12.09%Reduce -10.2%924,984$71.53M$77.3352w: $62.26 - $87.92; reported $77.33
2GSKGLAXOSMITHKLINE10.51%Reduce -1.7%1,517,918$62.2M$40.9852w: $31.43 - $48.25; reported $40.98
3BMYBRISTOL MYERS SQUIBB10.09%Reduce -1.0%1,015,804$59.73M$58.8052w: $45.76 - $68.34; reported $58.80
4NYCBNEW YORK COMMUNITY8.87%Reduce -1.4%5,146,060$52.49MNo quoteNo quote
5CCITIGROUP8.06%Reduce -0.9%933,715$47.71M$51.1052w: $32.00 - $83.11; reported $51.10
6BPBP PLC7.52%Add +17.2%1,908,463$44.51M$23.3252w: $15.51 - $40.08; reported $23.32
7AGOASSURED GUARANTY6.36%Add +5.2%1,542,293$37.65M$24.4152w: $13.64 - $49.47; reported $24.41
8SEBSEABOARD CORP6.17%Reduce -2.0%12,446$36.51M$2933.8252w: $2614.00 - $4297.55; reported $2933.82
9MBIMBIA6.10%Reduce -2.5%4,982,751$36.12M$7.2552w: $4.93 - $9.72; reported $7.25
10BBBLACKBERRY4.72%Reduce -1.8%5,714,586$27.94M$4.8952w: $2.70 - $6.89; reported $4.89
11PFEPFIZER4.22%Reduce -0.8%764,516$25M$32.7052w: $26.45 - $38.87; reported $32.70
12VOXXVOXX INTERNATIONAL3.65%Reduce -0.4%3,736,294$21.6MNo quoteNo quote
13PTENPATTERSON ENERGY3.42%Add +93.4%5,831,035$20.23M$3.4752w: $1.61 - $10.95; reported $3.47
14NTPIFNAM TAI PPTY1.99%Reduce -4.3%1,883,894$11.77MNo quoteNo quote
15RFLRAFAEL HOLDING1.02%Reduce -1.8%420,296$6.04M$14.3752w: $9.27 - $23.43; reported $14.37
16HOLXHOLOGIC0.79%Reduce -69.0%82,519$4.7M$57.0052w: $26.49 - $57.32; reported $57.00
17SYMBOLIDT CORP CL B0.75%Reduce -1.7%682,290$4.46MNo quoteNo quote
18STLSTERLING BANCORP0.73%Reduce -0.9%369,505$4.33MNo quoteNo quote
19SYMBOLGENIE ENERGY0.53%Reduce -5.4%424,297$3.12MNo quoteNo quote
20TPHSTRINITY PLACE HOLDINGS0.36%Reduce -0.8%1,562,476$2.16MNo quoteNo quote
21NVSNOVARTIS ADR0.34%Reduce -2.2%22,698$1.98M$87.3452w: $69.18 - $99.84; reported $87.34
22VRAYQVIEWRAY0.23%-605,550$1.36MNo quoteNo quote
23FBAKFIRST NATL BK OF ALASKA0.22%-6,810$1.28M$188.0052w: $125.00 - $260.00; reported $188.00
24VZVERIZON0.17%-18,015$993.17K$55.1352w: $48.84 - $61.45; reported $55.13
25XOMEXXON MOBILE0.14%Reduce -5.2%18,120$810.33K$44.7252w: $30.11 - $71.37; reported $44.72
26BRK/BBERKSHIRE HATHAWAYCUSIP 0846707020.10%-3,325$593.55KNo quoteNo quote
27UNKNOWNAMERICAN TEL & TEL0.09%Add +0.8%16,496$518.67KNo quoteNo quote
28BACBANK OF AMERICA0.07%-17,783$422.35K$23.7552w: $17.95 - $35.67; reported $23.75
29SBBXSB ONE BANC0.07%-20,245$398.83KNo quoteNo quote
30OBTORANGE COUNTY BANCORP0.07%-16,400$389.5K$23.7552w: $11.88 - $15.47; reported $23.75
31IDWMIDW MEDIA0.06%Reduce -2.0%94,110$376.44KNo quoteNo quote
32SYMBOLJP MORGAN CHASE0.06%Reduce -1.2%3,888$365.71KNo quoteNo quote
33CMCSACOMCAST CL A0.06%-8,688$338.66K$38.9852w: $29.72 - $44.74; reported $38.98
34HOPEHOPE BANCORP0.05%-31,920$294.3KNo quoteNo quote
35CCRKCOAL CREEK MINING0.05%Reduce -25.0%813$267.48KNo quoteNo quote
36PEPPEPSICO0.04%Reduce -4.8%2,000$264.52K$132.2652w: $101.42 - $147.20; reported $132.26
37CVXCHEVRONTEXACO0.04%Reduce -12.7%2,948$263.05K$89.2352w: $51.60 - $122.72; reported $89.23
38ZDGEZEDGE INC.0.04%Reduce -2.4%159,581$236.18K$1.4852w: $0.66 - $1.75; reported $1.48
39GBCIGLACIER BANCORP0.04%-6,265$221.09K$35.2952w: $26.66 - $46.54; reported $35.29
40NAVINAVIENT0.03%-25,286$177.76K$7.0352w: $4.07 - $15.50; reported $7.03
41KEYKEYCORP0.02%Reduce -0.3%11,364$138.41K$12.1852w: $7.45 - $20.37; reported $12.18
42AAPLAPPLE0.02%-300$109.44K$364.8052w: $53.15 - $93.09; reported $364.80
43NYTNY TIMES CL A0.01%-1,500$63.05K$42.0352w: $26.13 - $43.32; reported $42.03
44PEYUFPEYTO EXP & DEV0.01%-35,000$46K$1.3152w: $0.70 - $2.97; reported $1.31
45CWEGFCREW ENERGY0.01%-182,000$40.04KNo quoteNo quote
46LWAYLIFEWAY FOODS0.00%-10,000$22.75KNo quoteNo quote
47VHIVALHI0.00%-1:12 reverse864$9.05KNo quoteNo quote
48ALCALCON-Sold0$0No quoteNo quote