Kahn Brothers Group - Performance Analysis

Investment performance metrics based on historical 13F filings data.

📊 Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.42B

Performance calculated from first filing in our database. This may not represent the investor's entire career.

Portfolio Growth (Since First Filing)

+0.15B

+34.82%

Winning Positions

+35.00%

28 wins / 80 positions

Average Gain (Winners)

$7.82M

+223.15% avg per position

Active Positions

47

46 losing positions

Portfolio Value Over Time

Current: $564.1M
Change: +$145.7M (34.82%)
$719.0M$508.7M$298.5M
Jun 2013Dec 2019Mar 2026

Total Positions Tracked

80

All holdings over time

Win/Loss Ratio

0.61

28 gains / 46 losses

Active vs. Exited

47 / 33

Current positions / Exited

Position Performance

28 Gains / 46 Losses

Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.

SymbolCompanySectorEntryStatusInitial ValueCurrent ValueGain/LossReturn %
BAYRYBayer A.G.HealthcareDec 2023ACTIVE$6.58M$74.78M$68.20M+1037.12%
CCitigroup, Inc.Financial ServicesMar 2022ACTIVE$51.91M$95.37M$43.45M+83.70%
OGNOrganon & Co.HealthcareJun 2021ACTIVE$2.17M$33.17M$31.00M+1430.33%
GOOGAlphabet Inc.Communication ServicesJun 2025ACTIVE$6.59M$35.01M$28.41M+430.84%
DISWalt Disney Company (The)Communication ServicesMar 2024ACTIVE$11.49M$36.52M$25.03M+217.74%
BMYBristol-Myers Squibb CompanyHealthcareJun 2013ACTIVE$2.48M$10.33M$7.86M+317.13%
SEGSeaport EntertainmentN/ASep 2025ACTIVE$13.37M$19.19M$5.82M+43.50%
IDTIDT CorporationCommunication ServicesMar 2022ACTIVE$15.95M$18.29M$2.34M+14.67%
XOMExxon Mobil CorporationEnergyJun 2013ACTIVE$1.62M$3.10M$1.48M+91.14%
BBBlackBerry LimitedTechnologySep 2013EXITED$3.10M$4.45M$1.35M+43.52%
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Important Note: Data Limitations

These metrics are based on 13F filing data which has significant limitations:

  • Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
  • No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
  • Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
  • Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
  • Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns

Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.