13F filing recap · Q4 2003

What did Kahn Brothers Group buy in Q4 2003?

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

Stock value

$530.23M

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

PSSPayless Shoesource, Inc.$804.0Kreported value+60.0K shares

Increased positions

NYCBFlagstar Bank, National Association$55.32Mreported value+9.3K shares+0.6%HOLXHologic Inc$30.77Mreported value+6.5K shares+0.4%COMS3com Corp$23.19Mreported value+17.0K shares+0.6%VOXXVoxx International Corp$21.74Mreported value+14.6K shares

Reduced positions

NTPNam Tai Electronics Inc$19.26Mreported value-18.3K shares-2.6%HGGRHaggar Corp.$16.25Mreported value-3.3K shares-0.4%ORIOld Republic International Corp$15.62Mreported value-3.1K shares-0.5%MNYMoneyhero Limited$12.15Mreported value-131.1K shares

Exited positions

OMXOfficemax Inc.$8.02Mprior reported value-855.6K shares-100.0%DRXRDrexler Technology Corporation$231.6Kprior reported value-15.1K shares-100.0%