13F filing recap · Q2 2010

What did Kahn Brothers Group buy in Q2 2010?

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

Stock value

$446.28M

Positions

Estimated turnover

4.7%

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

BPBp Plc$1.51Mreported value+52.2K shares

Increased positions

PFEPfizer Inc.$37.32Mreported value+135.8K shares+5.5%ORIOld Republic International Corp$32.17Mreported value+75 shares+0.0%CCitigroup Inc$20.60Mreported value+773.1K shares+16.4%SLMSlm Corp$18.03Mreported value+278.3K shares

Reduced positions

NYCBFlagstar Bank, National Association$62.03Mreported value-5.7K shares-0.1%MRKMerck & Co., Inc.$52.30Mreported value-11.5K shares-0.8%BMYBristol-Myers Squibb Company$43.84Mreported value-4.5K shares-0.3%SEBSeaboard Corporation$24.27Mreported value-27 shares

Exited positions

USUUsec Inc$62.8Kprior reported value-10.9K shares-100.0%