Estimated return — disclosed long book

What Kahn Brothers Group Inc’s US-listed long positions did, derived from the share counts and market values in consecutive 13F filings, shown against SPY over exactly the same quarters. This is not the fund’s return. A 13F excludes shorts, bonds, cash, non-US listings and derivatives, says nothing about fees or leverage, and only sees positions held at both quarter ends. The fund figure is a price return while SPY is a total return, so the comparison is tilted against the manager by roughly a dividend yield.

Q1 2026
+5.2%
SPY -4.4% +9.6%
By calendar year
YearEstimatedSPYDifference
2025+24.0%+17.7%+6.3%
2024-0.5%+24.9%-25.4%
2023-8.3%+26.2%-34.5%
2022+6.9%-18.2%+25.1%
2021+34.5%+28.7%+5.8%
2020-14.7%+18.3%-33.0%
2019+9.0%+31.2%-22.3%
2018-9.7%-4.6%-5.2%
2017+9.5%+21.7%-12.2%
2016+14.7%+12.0%+2.7%
2015+0.9%+1.2%-0.3%
20142/4 Q-4.1%+6.1%-10.2%

Years marked n/4 Qare built from fewer than four quarters, and the benchmark shown beside them covers the same partial set — so the difference is like-for-like, but the year is not a full year.