13F filing recap · Q4 2002

What did Kahn Brothers Group buy in Q4 2002?

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

Stock value

$350.15M

Positions

Estimated turnover

10.2%

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

CMCSAComcast Corporation$2.39Mreported value+101.5K shares ONEBank One Corporation$400.1Kreported value+10.9K shares CIThe Cigna Group$378.3Kreported value+9.2K shares GEGeneral Electric Company$315.1Kreported value+12.9K shares PFEPfizer Inc.$210.5Kreported value+6.9K shares GPTGreenpoint Financial Corp.$203.3Kreported value+4.5K shares LULucent Technologies Inc$14.7Kreported value+11.7K shares

Increased positions

NYCBFlagstar Bank, National Association$31.87Mreported value+85.7K shares+8.4%HOLXHologic Inc$17.63Mreported value+3.8K shares+0.3%ORIOld Republic International Corp$15.29Mreported value+8.8K shares+1.6%VOXXVoxx International Corp$13.86Mreported value+68.9K shares

Reduced positions

NFBNorth Fork Bancorporation$17.58Mreported value-200 shares-0.0%HUGHughes Supply, Inc.$13.31Mreported value-16.9K shares-3.1%MKTSAdvanced Marketing Services, Inc.$12.88Mreported value-15.6K shares-1.8%TUGMaritrans Inc.$8.60Mreported value-22.6K shares

Exited positions

IPSUImperial Sugar Company$4.4Kprior reported value-17.6K shares-100.0%HIGPHighlands Insurance Group, Inc.$27prior reported value-26.4K shares-100.0%