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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 26 of 42 rows. Rows without a quote are marked unavailable.

1AGOASSURED GUARANTY9.58%Reduce -3.1%1,464,528$61.92M$42.2852w: $18.45 - $45.72; reported $42.28
2CCITIGROUP9.36%Add +1.7%830,883$60.45M$72.7552w: $36.67 - $76.13; reported $72.75
3NYCBNEW YORK COMMUNITY8.79%Add +4.3%4,498,318$56.77MNo quoteNo quote
4MRKMERCK8.43%Reduce -3.3%706,886$54.49M$77.0952w: $68.44 - $83.78; reported $77.09
5BMYBRISTOL MYERS SQUIBB8.27%Reduce -2.1%846,336$53.43M$63.1352w: $53.52 - $67.16; reported $63.13
6MBIMBIA7.29%Reduce -0.3%4,894,766$47.09M$9.6252w: $5.52 - $10.82; reported $9.62
7BPBP PLC7.21%Add +4.8%1,912,800$46.58M$24.3552w: $14.74 - $28.57; reported $24.35
8GSKGLAXOSMITHKLINE6.99%Reduce -1.3%1,265,770$45.18M$35.6952w: $33.26 - $43.18; reported $35.69
9PTENPATTERSON ENERGY6.21%Reduce -2.2%5,630,164$40.14M$7.1352w: $1.61 - $9.74; reported $7.13
10SEBSEABOARD CORP5.86%Reduce -1.9%10,266$37.88M$3689.9952w: $2624.06 - $3945.00; reported $3689.99
11VOXXVOXX INTERNATIONAL4.11%Reduce -54.3%1,394,263$26.57MNo quoteNo quote
12PFEPFIZER3.71%Reduce -1.8%662,287$23.99M$36.2352w: $29.91 - $43.08; reported $36.23
13BBBLACKBERRY3.48%Reduce -43.6%2,669,291$22.5M$8.4352w: $3.18 - $28.77; reported $8.43
14NTPIFNAM TAI PPTY2.51%Reduce -6.9%1,315,644$16.22MNo quoteNo quote
15RFLRAFAEL HOLDING1.95%-334,476$12.59M$37.6452w: $10.85 - $52.14; reported $37.64
16SYMBOLIDT CORP CL B1.71%Reduce -3.4%487,010$11.04MNo quoteNo quote
17STLSTERLING BANCORP0.97%Reduce -1.4%271,482$6.25MNo quoteNo quote
18HOLXHOLOGIC0.51%Reduce -2.9%44,429$3.3M$74.3852w: $32.00 - $85.00; reported $74.38
19TPHSTRINITY PLACE HOLDINGS0.44%Add +0.9%1,360,629$2.82MNo quoteNo quote
20SYMBOLGENIE ENERGY0.34%Reduce -3.9%341,426$2.16MNo quoteNo quote
21ZDGEZEDGE INC.0.28%Reduce -4.4%124,779$1.81M$14.5052w: $0.80 - $16.94; reported $14.50
22VRAYQVIEWRAY0.27%Reduce -6.0%402,555$1.75MNo quoteNo quote
23NVSNOVARTIS ADR0.27%Reduce -8.9%20,398$1.74M$85.4852w: $77.04 - $98.52; reported $85.48
24VTRSV IATRIS0.20%Reduce -1.6%92,093$1.29M$13.9752w: $13.31 - $19.24; reported $13.97
25FBAKFIRST NATL BK OF ALASKA0.16%-4,770$1.05M$219.8152w: $176.29 - $221.00; reported $219.81
26XOMEXXON MOBIL0.14%-16,170$902.77K$55.8352w: $31.11 - $62.55; reported $55.83
27VZVERIZON0.14%-15,244$886.44K$58.1552w: $52.16 - $61.95; reported $58.15
28BRK/BBERKSHIRE HATHAWAYCUSIP 0846707020.13%-3,250$830.28KNo quoteNo quote
29PFSPROVIDENT FINANCIAL0.09%-27,472$612.08KNo quoteNo quote
30BACBANK OF AMERICA0.08%-13,547$524.13K$38.6952w: $19.51 - $39.97; reported $38.69
31HOPEHOPE BANCORP0.07%-31,000$466.86KNo quoteNo quote
32CVXCHEVRONTEXACO0.06%-3,948$413.71K$104.7952w: $65.16 - $112.70; reported $104.79
33UNKNOWNAMERICAN TEL & TEL0.06%Reduce -0.8%12,921$391.12KNo quoteNo quote
34CMCSACOMCAST CL A0.05%-6,181$334.45K$54.1152w: $30.04 - $54.91; reported $54.11
35NAVINAVIENT0.05%-23,286$333.22K$14.3152w: $5.92 - $14.54; reported $14.31
36SYMBOLJP MORGAN CHASE0.05%-2,025$308.23KNo quoteNo quote
37IDWMIDW MEDIA0.05%Reduce -4.1%72,978$291.92KNo quoteNo quote
38PEPPEPSICO0.04%-1,900$268.76K$141.4552w: $115.67 - $148.77; reported $141.45
39CWEGFCREW ENERGY0.03%-182,000$169.26KNo quoteNo quote
40PEYUFPEYTO EXP & DEV0.02%-35,000$148.44K$4.2452w: $0.88 - $5.22; reported $4.24
41DBDEUTSCHE BANK0.02%-10,000$120K$12.0052w: $5.79 - $13.37; reported $12.00
42LWAYLIFEWAY FOODS0.01%-10,000$54KNo quoteNo quote