13F filing recap · Q3 2011

What did Kahn Brothers Group buy in Q3 2011?

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

Stock value

$448.76M

Positions

Estimated turnover

3.9%

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

ORIOld Republic International Corp$24.01Mreported value+15.0K shares+0.6%CCitigroup Inc$21.76Mreported value+139.1K shares+19.6%NYTThe New York Times Company$19.21Mreported value+212.7K shares+6.9%NTPNam Tai Electronics Inc$13.31Mreported value+9.7K shares+0.4%VOXXVoxx International Corp$12.54Mreported value+26.9K shares+1.2%MEDHMedquist Holdings$7.64Mreported value+20.5K shares+2.1%PVBCProvident Bancorp, Inc.$5.58Mreported value+70.7K shares+7.6%ASTEAstec Industries, Inc.$3.72Mreported value+30.0K shares+30.9%

Reduced positions

BMYBristol-Myers Squibb Company$50.55Mreported value-63.4K shares-3.8%PFEPfizer Inc.$45.77Mreported value-45.2K shares-1.7%NYCBFlagstar Bank, National Association$43.24Mreported value-53.8K shares-1.5%MRKMerck & Co., Inc.$42.82Mreported value-132.5K shares