13F filing recap · Q1 2003

What did Kahn Brothers Group buy in Q1 2003?

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

Stock value

$353.66M

Positions

Estimated turnover

8.1%

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

DLMDelaware Monte Foods Co.$335.7Kreported value+45.0K shares MIMarshall & Ilsley Corporation$206.6Kreported value+8.1K shares

Increased positions

NYCBFlagstar Bank, National Association$34.80Mreported value+64.5K shares+5.8%ORIOld Republic International Corp$16.67Mreported value+77.1K shares+14.1%HOLXHologic Inc$14.90Mreported value+286.5K shares+19.8%VOXXVoxx International Corp$11.41Mreported value+207.7K shares

Reduced positions

NFBNorth Fork Bancorporation$15.31Mreported value-1.1K shares-0.2%HUGHughes Supply, Inc.$12.27Mreported value-3.6K shares-0.7%WWVYWarwick Valley Telephone Company$12.24Mreported value-8.2K shares-1.9%NTPNam Tai Electronics Inc$10.95Mreported value-6.9K shares

Exited positions

TRETremont Corp.$449.2Kprior reported value-15.1K shares-100.0%