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Focused investors/Kahn Brothers Group

Kahn Brothers Group

As of Q1 2026, this manager reported 48 long-equity positions worth $564.07M in aggregate.

As of Q1 2026, Kahn Brothers Group's Kahn Brothers Group held 48 long-equity positions with a reported value of $564.07M.

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Updated 2026-05-10 from SEC 13F data.

Live quotes available for 43 of 56 rows. Rows without a quote are marked unavailable.

1AGOASSURED GUARANTY12.56%Reduce -1.7%970,580$84.68M$87.2552w: $49.32 - $96.60; reported $87.25
2MRKMERCK12.01%Reduce -1.7%613,815$80.99M$131.9552w: $99.14 - $133.10; reported $131.95
3CCITIGROUP11.25%Reduce -0.8%1,199,446$75.85M$63.2452w: $38.17 - $63.37; reported $63.24
4BPBP PLC9.31%Reduce -2.8%1,665,620$62.76M$37.6852w: $33.52 - $40.84; reported $37.68
5GSKGSK PLC7.97%Reduce -0.5%1,253,644$53.74M$42.8752w: $33.33 - $43.84; reported $42.87
6BMYBRISTOL MYERS SQUIBB6.69%Reduce -0.2%831,991$45.12M$54.2352w: $47.58 - $71.07; reported $54.23
7MBIMBIA5.19%Add +7.2%5,176,613$34.99M$6.7652w: $5.21 - $14.37; reported $6.76
8PTENPATTERSON ENERGY4.70%Reduce -24.2%2,652,332$31.67M$11.9452w: $9.70 - $16.18; reported $11.94
9SEBSEABOARD CORP4.33%Add +1.0%9,052$29.18M$3223.8952w: $3145.03 - $4080.11; reported $3223.89
10PFEPFIZER4.21%Reduce -0.3%1,022,719$28.38M$27.7552w: $25.61 - $42.22; reported $27.75
11BAYRYBAYER AG SPONS ADR3.52%Add +335.0%3,099,140$23.74M$7.6652w: $6.96 - $17.00; reported $7.66
12VOXXVOXX INTERNATIONAL3.45%Reduce -1.0%2,849,526$23.25MNo quoteNo quote
13OGNORGANON3.29%Add +3242.4%1,180,204$22.19M$18.8052w: $10.84 - $24.79; reported $18.80
14NYCBNEW YORK COMMUNITY2.97%Add +0.9%6,213,289$20.01MNo quoteNo quote
15IDTIDT CORP CL B1.94%Reduce -0.4%345,548$13.07M$37.8152w: $21.64 - $38.68; reported $37.81
16DISDISNEY1.70%New93,932$11.49M$122.3652w: $78.73 - $123.74; reported $122.36
17WBSWEBSTER FINL0.74%Reduce -3.1%97,935$4.97M$50.7752w: $31.03 - $53.39; reported $50.77
18GNEGENIE ENERGY0.66%Reduce -0.7%293,690$4.43M$15.0852w: $12.95 - $30.90; reported $15.08
19HLNHALEON0.60%Reduce -26.5%474,281$4.03M$8.4952w: $7.70 - $9.05; reported $8.49
20HOLXHOLOGIC0.31%Reduce -7.0%26,491$2.06M$77.9552w: $64.02 - $87.88; reported $77.95
21CSXCSX0.28%-50,320$1.87M$37.0652w: $29.03 - $40.12; reported $37.06
22XOMEXXON MOBIL0.24%Reduce -6.9%14,167$1.65M$116.2652w: $95.77 - $120.70; reported $116.26
23NVSNOVARTIS ADR0.22%Reduce -14.7%15,413$1.49M$96.7452w: $92.09 - $108.78; reported $96.74
24BACBANK OF AMERICA0.19%Reduce -17.3%33,901$1.29M$37.9152w: $24.96 - $38.00; reported $37.91
25FRFHFFAIRFAX FINANCIAL0.16%New1,018$1.1M$1078.5952w: $640.30 - $1149.56; reported $1078.59
26FBAKFIRST NATL BK OF ALASKA0.14%-4,770$954K$200.0052w: $178.60 - $210.00; reported $200.00
27ARANTERO RESOURCES0.13%New30,156$875K$29.0252w: $19.91 - $30.90; reported $29.02
28MSFTMICROSOFT0.12%New1,902$800.68K$420.9752w: $275.37 - $430.82; reported $420.97
29SYMBOLJP MORGAN CHASE0.11%Reduce -33.0%3,867$775KNo quoteNo quote
30CWEGFCREW ENERGY0.07%-145,780$501KNo quoteNo quote
31RFLRAFAEL HOLDING0.07%Reduce -0.6%270,363$464.73K$1.7252w: $1.42 - $2.49; reported $1.72
32AAPLAPPLE INC0.06%New2,492$427K$171.3552w: $159.78 - $199.62; reported $171.35
33VZVERIZON0.06%Reduce -25.2%10,022$421K$42.0152w: $30.14 - $43.21; reported $42.01
34VTRSVIATRIS0.06%Reduce -35.8%33,590$401.3K$11.9552w: $8.74 - $13.62; reported $11.95
35CICIGNA GROUP0.06%New1,101$400.33K$363.6052w: $240.50 - $365.71; reported $363.60
36NAVINAVIENT0.06%Reduce -3.7%22,421$390.13K$17.4052w: $14.10 - $19.69; reported $17.40
37NTPIFNAM TAI PROPERTY INC F0.05%Reduce -0.2%85,330$366KNo quoteNo quote
38PEPPEPSICO0.05%-1,900$333K$175.2652w: $155.83 - $196.88; reported $175.26
39PGPROCTOR & GAMBLE0.05%-2,000$324.68K$162.3452w: $141.45 - $163.14; reported $162.34
40ZDGEZEDGE INC.0.05%Reduce -1.0%114,844$318.16K$2.7752w: $1.68 - $5.18; reported $2.77
41PNCPNC BANK0.05%New1,925$311K$161.5652w: $109.40 - $162.24; reported $161.56
42PEGPUBLIC SERVICE ENTERPRISE0.04%New4,500$301K$66.8952w: $53.71 - $67.02; reported $66.89
43CVXCHEVRONTEXACO0.04%Reduce -26.5%1,800$284K$157.7852w: $139.62 - $172.88; reported $157.78
44EGLEEAGLE BULK SHIPPING0.04%New4,460$279KNo quoteNo quote
45GBCIGLACIER BANCORP0.04%New6,264$252K$40.2352w: $26.77 - $44.06; reported $40.23
46AMANTERO MIDSTREAM0.04%New17,806$250K$14.0452w: $9.69 - $14.12; reported $14.04
47TPHSTRINITY PLACE HOLDINGS0.03%Add +0.2%1,525,684$229.01KNo quoteNo quote
48GTXGARRETT MOTION0.03%New21,481$214K$9.9652w: $6.43 - $10.16; reported $9.96
49PEYUFPEYTO EXP & DEV0.03%-17,807$196K$11.0152w: $7.88 - $11.23; reported $11.01
50LWAYLIFEWAY FOODS0.03%-10,000$172KNo quoteNo quote
51PIFYFPINE CLIFF ENERGY0.01%New129,731$96K$0.7452w: $0.68 - $1.22; reported $0.74
52IDWMIDW MEDIA0.00%Reduce -0.7%65,644$25.75KNo quoteNo quote
56VRAYQVIEWRAY0.00%Reduce -2.6%353,744$0No quoteNo quote
55CMCSACOMCAST CL A-Sold0$0No quoteNo quote
54BBBLACKBERRY-Sold0$0No quoteNo quote
53TAT&T-Sold0$0No quoteNo quote