13F filing recap · Q4 2008

What did Kahn Brothers Group buy in Q4 2008?

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

Stock value

$381.42M

Positions

Estimated turnover

2.8%

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

GEGeneral Electric Company$353.2Kreported value+21.8K shares

Increased positions

SEBSeaboard Corporation$22.61Mreported value+70 shares+0.4%ORIOld Republic International Corp$21.91Mreported value+89.0K shares+5.1%MRKMerck & Co., Inc.$20.43Mreported value+15.5K shares+2.4%HOLXHologic Inc$17.02Mreported value+10.5K shares

Reduced positions

NYCBFlagstar Bank, National Association$42.27Mreported value-35.0K shares-1.0%BMYBristol-Myers Squibb Company$35.70Mreported value-7.5K shares-0.5%PFEPfizer Inc.$34.61Mreported value-14.5K shares-0.7%SGPSchering-Plough Corporation$28.60Mreported value-18.1K shares