13F filing recap · Q2 2000

What did Kahn Brothers Group buy in Q2 2000?

Reported stock-position changes between this filing and the previous one.

Stock value

$239.53M

Positions

Estimated turnover

8.6%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

NTNortel Networks Corporation$462.7Kreported value+6.8K shares TCFTcf Financial Corporation$312.9Kreported value+12.2K shares TXNTexas Instruments Incorporated$274.8Kreported value+4.0K shares

Increased positions

NFBNorth Fork Bancorporation$16.88Mreported value+113.0K shares+11.3%ORIOld Republic International Corp$11.31Mreported value+22.9K shares+3.5%TAT&T Inc.$10.30Mreported value+56.0K shares+20.8%PNUPharmacia & Upjohn, Inc.$9.85Mreported value+25.3K shares

Reduced positions

MKTSAdvanced Marketing Services, Inc.$18.55Mreported value-100.0K shares-9.0%AHPAmerican Home Products$12.89Mreported value-2.8K shares-1.2%IBMInternational Business Machines Corp$10.64Mreported value-550 shares-0.6%MNYMoneyhero Limited$10.50Mreported value-12.6K shares

Exited positions

BCEBce Inc$1.28Mprior reported value-10.2K shares-100.0%WLAWarner-Lambert Co$468.9Kprior reported value-4.8K shares-100.0%CRONCronos Group Inc.$80.4Kprior reported value-15.0K shares-100.0%