13F filing recap · Q4 2010

What did Kahn Brothers Group buy in Q4 2010?

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

Stock value

$555.54M

Positions

Estimated turnover

5.6%

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.

Increased positions

HOLXHologic Inc$32.18Mreported value+397.5K shares+30.3%CCitigroup Inc$29.39Mreported value+360.6K shares+6.2%PTENPatterson Uti Energy Inc$18.57Mreported value+69.4K shares+8.8%VOXXVoxx International Corp$18.24Mreported value+158.7K shares+8.1%NTPNam Tai Electronics Inc$15.88Mreported value+14.0K shares+0.6%NYTThe New York Times Company$12.10Mreported value+187.5K shares+17.9%514928100LANDMARK SAVINGS BANK$1.79Mreported value+5.0K shares+5.0%

Reduced positions

NYCBFlagstar Bank, National Association$71.08Mreported value-276.1K shares-6.8%MRKMerck & Co., Inc.$52.07Mreported value-33.2K shares-2.2%PFEPfizer Inc.$46.08Mreported value-168.7K shares-6.0%BMYBristol-Myers Squibb Company$38.68Mreported value-66.6K shares

Exited positions

KSUKansas City Southern$409.5Kprior reported value-10.9K shares-100.0%NYTNymagic, Inc.$319.6Kprior reported value-12.5K shares-100.0%AOLAmerica Online$228.7Kprior reported value-3.0K shares-100.0%DLMDelaware Monte Foods Co.$157.3Kprior reported value-12.0K shares