13F filing recap · Q2 2017

What did Kahn Brothers Group buy in Q2 2017?

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

Stock value

$655.75M

Positions

Estimated turnover

8.7%

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.

Increased positions

BPBp Plc$48.46Mreported value+23.0K shares+1.7%GSKGsk Plc$45.50Mreported value+4.1K shares+0.4%MBIMbia Inc.$42.28Mreported value+57.4K shares+1.3%AGOAssured Guaranty Ltd$32.42Mreported value+391.6K shares+101.7%VOXXVoxx International Corporation$18.93Mreported value+544.7K shares+30.9%NTPIFNam Tai Property Inc.$15.83Mreported value+63.8K shares+3.3%IDTIdt Corp$7.70Mreported value+128.5K shares+31.5%

Reduced positions

CCitigroup Inc$68.66Mreported value-56.8K shares-5.2%NYTThe New York Times Company$60.82Mreported value-261.2K shares-7.1%MRKMerck & Co., Inc.$59.79Mreported value-7.3K shares-0.8%BBBlackberry Limited$45.16Mreported value-5.6K shares

Exited positions

GEGeneral Electric Company$447.0Kprior reported value-15.0K shares-100.0%