13F filing recap · Q2 2016

What did Kahn Brothers Group buy in Q2 2016?

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

Stock value

$516.56M

Positions

Estimated turnover

7.8%

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

ZDGEZedge, Inc.$695.9Kreported value+157.5K shares

Increased positions

BPBp Plc$44.54Mreported value+165 shares+0.0%BBBlackberry Limited$26.94Mreported value+20.2K shares+0.5%GSKGsk Plc$16.48Mreported value+248.4K shares+188.2%

Reduced positions

MRKMerck & Co., Inc.$55.59Mreported value-20.5K shares-2.1%CCitigroup Inc$46.38Mreported value-44.3K shares-3.9%NYTThe New York Times Company$45.49Mreported value-128.0K shares-3.3%HOLXHologic Inc$44.15Mreported value-49.5K shares

Exited positions

KEYKeycorp /new/$118.7Kprior reported value-10.7K shares-100.0%