13F filing recap · Q1 2018

What did Kahn Brothers Group buy in Q1 2018?

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

Stock value

$627.75M

Positions

Estimated turnover

6.8%

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

RFLRafael Holdings, Inc.$1.55Mreported value+320.3K shares

Increased positions

GSKGsk Plc$48.08Mreported value+91.5K shares+8.0%AGOAssured Guaranty Ltd$44.89Mreported value+177.5K shares+16.7%MBIMbia Inc.$42.84Mreported value+35.9K shares+0.8%NYCBFlagstar Bank, National Association$28.71Mreported value+303.2K shares

Reduced positions

CCitigroup Inc$64.02Mreported value-33.4K shares-3.4%BPBp Plc$56.98Mreported value-1.4K shares-0.1%NYTThe New York Times Company$54.40Mreported value-650.1K shares-22.4%BBBlackberry Limited$51.33Mreported value-85.4K shares

Exited positions

STRPStraight Path Communications Inc.$3.26Mprior reported value-17.9K shares-100.0%