13F filing recap · Q1 2008

What did Kahn Brothers Group buy in Q1 2008?

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

Stock value

$449.85M

Positions

Estimated turnover

13.2%

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.

Increased positions

WYEWyeth$27.61Mreported value+23.8K shares+3.7%NTPNam Tai Electronics Inc$13.54Mreported value+106.8K shares+8.2%NYTThe New York Times Company$7.78Mreported value+180.6K shares+78.0%MBIMbia Inc.$5.69Mreported value+154.0K shares+49.5%514928100LANDMARK SAVINGS BANK$2.35Mreported value+41.2K shares+71.5%MHSMedco Health Solutions Inc$1.68Mreported value+15.0K shares+64.1%CCitigroup Inc$321.7Kreported value+2.2K shares+17.2%

Reduced positions

NYCBFlagstar Bank, National Association$61.84Mreported value-390.3K shares-10.3%PFEPfizer Inc.$34.61Mreported value-203.2K shares-10.9%HOLXHologic Inc$33.71Mreported value-238.7K shares-28.4%SEBSeaboard Corporation$28.92Mreported value-1.3K shares

Exited positions

USBU.S.B. Holding Co., Inc.$1.67Mprior reported value-84.3K shares-100.0%