13F filing recap · Q2 2018

What did Kahn Brothers Group buy in Q2 2018?

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

Stock value

$628.43M

Positions

Estimated turnover

4.6%

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

GSKGsk Plc$49.85Mreported value+6.0K shares+0.5%AGOAssured Guaranty Ltd$44.94Mreported value+17.7K shares+1.4%BBBlackberry Limited$44.47Mreported value+144.3K shares+3.2%NYCBFlagstar Bank, National Association$34.40Mreported value+853.0K shares+38.7%PTENPatterson Uti Energy Inc$24.95Mreported value+20.6K shares+1.5%NVSNovartis AG$1.75Mreported value+1.2K shares+5.5%BMYBristol-Myers Squibb Company$1.10Mreported value+200 shares+1.0%ORIOld Republic International Corp$973.6Kreported value+900 shares+1.9%TAT&T Inc.$404.1Kreported value+1.3K shares+11.4%CMCSAComcast Corporation$302.6Kreported value+300 shares+3.4%

Reduced positions

BPBp Plc$63.45Mreported value-16.0K shares-1.1%CCitigroup Inc$62.87Mreported value-9.0K shares-0.9%MRKMerck & Co., Inc.$54.45Mreported value-7.3K shares-0.8%NYTThe New York Times Company$46.54Mreported value-460.4K shares