13F filing recap · Q4 2001

What did Kahn Brothers Group buy in Q4 2001?

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

Stock value

$313.53M

Positions

Estimated turnover

5.4%

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

MRKMerck & Co., Inc.$1.55Mreported value+26.4K shares CVXChevron Corp$1.08Mreported value+12.1K shares KSUKansas City Southern$141.3Kreported value+10.0K shares

Increased positions

NFBNorth Fork Bancorporation$20.04Mreported value+2.3K shares+0.4%MKTSAdvanced Marketing Services, Inc.$16.31Mreported value+7.2K shares+0.8%HOLXHologic Inc$11.90Mreported value+21.4K shares+1.7%MNYMoneyhero Limited$11.11Mreported value+39.2K shares

Reduced positions

NYCBFlagstar Bank, National Association$22.98Mreported value-8.1K shares-0.8%ORIOld Republic International Corp$15.15Mreported value-4.6K shares-0.8%HUGHughes Supply, Inc.$12.26Mreported value-3.1K shares-0.6%SEBSeaboard Corporation$9.14Mreported value-47 shares

Exited positions

TXTexaco Inc$1.01Mprior reported value-15.5K shares-100.0%ARGYArgosy Education Group, Inc.$235.0Kprior reported value-20.0K shares-100.0%