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.

Get email alerts when Kahn Brothers Group files a new 13F — sign in or create a free account.

Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 26 of 43 rows. Rows without a quote are marked unavailable.


1	MRK	MERCK	10.43%	Reduce -8.9%	731,090	$59.8M	$81.80
2	BMY	BRISTOL MYERS SQUIBB	9.35%	Reduce -7.7%	864,237	$53.61M	$62.03
3	C	CITIGROUP	8.78%	Reduce -4.0%	816,759	$50.36M	$61.66
4	AGO	ASSURED GUARANTY	8.30%	Reduce -8.3%	1,510,736	$47.57M	$31.49
5	GSK	GLAXOSMITHKLINE	8.23%	Reduce -8.9%	1,281,924	$47.17M	$36.80
6	NYCB	NEW YORK COMMUNITY	7.94%	Reduce -10.3%	4,313,870	$45.51M	No quote	No quote
7	VOXX	VOXX INTERNATIONAL	6.79%	Reduce -13.6%	3,052,286	$38.95M	No quote	No quote
8	BP	BP PLC	6.54%	Reduce -7.6%	1,825,831	$37.47M	$20.52
9	MBI	MBIA	5.63%	Add +5.6%	4,907,791	$32.29M	$6.58
10	SEB	SEABOARD CORP	5.53%	Reduce -6.3%	10,462	$31.71M	$3031.00
11	BB	BLACKBERRY	5.47%	Reduce -13.0%	4,730,266	$31.36M	$6.63
12	PTEN	PATTERSON ENERGY	5.28%	Reduce -15.1%	5,758,588	$30.29M	$5.26
13	PFE	PFIZER	4.33%	Reduce -7.6%1.054:1 split	674,718	$24.84M	$36.81
14	NTPIF	NAM TAI PPTY	1.44%	Reduce -18.1%	1,412,944	$8.27M	No quote	No quote
15	RFL	RAFAEL HOLDING	1.36%	Reduce -15.5%	334,476	$7.8M	$23.32
16	STL	STERLING BANCORP	0.86%	Reduce -8.5%	275,362	$4.95M	No quote	No quote
17	HOLX	HOLOGIC	0.58%	Add +7.8%	45,746	$3.33M	$72.83
18	SYMBOL	GENIE ENERGY	0.45%	Reduce -13.6%	355,156	$2.56M	No quote	No quote
19	NVS	NOVARTIS ADR	0.37%	Reduce -1.3%	22,398	$2.12M	$94.43
20	VTRS	V IATRIS	0.31%	New	93,626	$1.75M	$18.74
21	TPHS	TRINITY PLACE HOLDINGS	0.29%	Add +2.0%	1,348,084	$1.69M	No quote	No quote
22	VRAYQ	VIEWRAY	0.29%	-	428,055	$1.64M	No quote	No quote
23	VZ	VERIZON	0.16%	Reduce -5.3%	15,244	$895.58K	$58.75
24	FBAK	FIRST NATL BK OF ALASKA	0.15%	-	4,770	$886.74K	$185.90
25	ZDGE	ZEDGE INC.	0.14%	Reduce -13.7%	130,484	$788.12K	$6.04
26	BRK/B	BERKSHIRE HATHAWAYCUSIP 084670702	0.13%	-	3,250	$753.58K	No quote	No quote
27	XOM	EXXON MOBILE	0.12%	Reduce -10.8%	16,170	$666.53K	$41.22
28	SYMBOL	IDT CORP CL B	0.11%	Reduce -24.5%	504,140	$623.17K	No quote	No quote
29	PFS	PROVIDENT FINANCIAL	0.09%	-	27,472	$493.4K	No quote	No quote
30	BAC	BANK OF AMERICA	0.07%	Reduce -4.7%	13,547	$410.61K	$30.31
31	UNKNOWN	AMERICAN TEL & TEL	0.07%	Reduce -13.7%	13,021	$374.48K	No quote	No quote
32	HOPE	HOPE BANCORP	0.06%	-	31,000	$338.21K	No quote	No quote
33	CVX	CHEVRONTEXACO	0.06%	-	3,948	$333.41K	$84.45
34	CMCSA	COMCAST CL A	0.06%	-	6,181	$323.88K	$52.40
35	PEP	PEPSICO	0.05%	Reduce -5.0%	1,900	$281.77K	$148.30
36	IDWM	IDW MEDIA	0.05%	Reduce -17.0%	76,063	$267.74K	No quote	No quote
37	SYMBOL	JP MORGAN CHASE	0.04%	Reduce -43.5%	2,025	$257.32K	No quote	No quote
38	NAVI	NAVIENT	0.04%	-	23,286	$228.67K	$9.82
39	DB	DEUTSCHE BANK	0.02%	-	10,000	$109K	$10.90
40	PEYUF	PEYTO EXP & DEV	0.01%	-	35,000	$80.23K	$2.29
41	CWEGF	CREW ENERGY	0.01%	-	182,000	$80.08K	No quote	No quote
42	LWAY	LIFEWAY FOODS	0.01%	-	10,000	$54.1K	No quote	No quote
43	KEY	KEYCORP	-	Sold	0	$0	No quote	No quote