13F filing recap · Q4 2011

What did Kahn Brothers Group buy in Q4 2011?

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

Stock value

$509.43M

Positions

Estimated turnover

15.7%

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

VOXXVoxx International Corporation$19.73Mreported value+2.33M shares GNEGenie Energy Ltd.$5.32Mreported value+671.1K shares

Increased positions

NYTThe New York Times Company$27.65Mreported value+253.2K shares+7.7%CCitigroup Inc$26.04Mreported value+140.4K shares+16.5%ORIOld Republic International Corp$25.20Mreported value+26.8K shares+1.0%PTENPatterson Uti Energy Inc$19.82Mreported value+175.7K shares

Reduced positions

PFEPfizer Inc.$55.57Mreported value-21.1K shares-0.8%MRKMerck & Co., Inc.$45.36Mreported value-106.4K shares-8.1%NYCBFlagstar Bank, National Association$44.80Mreported value-14.6K shares-0.4%BMYBristol-Myers Squibb Company$43.54Mreported value-375.4K shares

Exited positions

VOXXVoxx International Corp$12.54Mprior reported value-2.28M shares-100.0%CTMMBCtm Media Holdings, Inc.$23.7Kprior reported value-11.1K shares-100.0%