13F filing recap · Q1 2016

What did Kahn Brothers Group buy in Q1 2016?

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

Stock value

$533.88M

Positions

Estimated turnover

5.3%

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

CCitigroup Inc$47.53Mreported value+14.4K shares+1.3%BPBp Plc$37.85Mreported value+164.2K shares+15.1%BBBlackberry Limited$32.32Mreported value+194.0K shares+5.1%VOXXVoxx International Corporation$8.28Mreported value+23.0K shares+1.3%GSKGsk Plc$5.35Mreported value+47.4K shares+56.0%BMYBristol-Myers Squibb Company$1.83Mreported value+533 shares+1.9%CMCSAComcast Corporation$1.26Mreported value+50 shares+0.2%IBMInternational Business Machines Corp$1.11Mreported value+200 shares+2.8%

Reduced positions

MRKMerck & Co., Inc.$52.14Mreported value-25.5K shares-2.5%NYTThe New York Times Company$48.44Mreported value-39.0K shares-1.0%HOLXHologic Inc$45.76Mreported value-23.8K shares-1.8%NYCBFlagstar Bank, National Association$43.15Mreported value-39.5K shares

Exited positions

VOLVYAktiebolaget Volvo$93.8Kprior reported value-10.0K shares-100.0%