13F filing recap · Q2 2004

What did Kahn Brothers Group buy in Q2 2004?

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

Stock value

$562.41M

Positions

Estimated turnover

10.5%

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

NEUNewmarket Corporation$793.0Kreported value+36.9K shares

Increased positions

NYCBFlagstar Bank, National Association$46.51Mreported value+454.0K shares+23.7%MKTSAdvanced Marketing Services, Inc.$35.21Mreported value+548.7K shares+25.2%CNACna Financial Corp$23.52Mreported value+136.8K shares+20.8%BMYBristol-Myers Squibb Company$22.42Mreported value

Reduced positions

HOLXHologic Inc$41.39Mreported value-3.5K shares-0.2%VOXXVoxx International Corp$26.36Mreported value-132.6K shares-7.8%NFBNorth Fork Bancorporation$19.53Mreported value-4.5K shares-0.9%HUGHughes Supply, Inc.$17.52Mreported value-9.6K shares

Exited positions

FBFFleetboston Financial Corp.$16.97Mprior reported value-377.9K shares-100.0%EYEthyl Corp$726.7Kprior reported value-36.7K shares-100.0%SIBStaten Island Bancorp, Inc.$694.1Kprior reported value-27.9K shares-100.0%