13F filing recap · Q3 2018

What did Kahn Brothers Group buy in Q3 2018?

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

Stock value

$651.15M

Positions

Estimated turnover

5.0%

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$64.69Mreported value+13.8K shares+1.0%AGOAssured Guaranty Ltd$53.68Mreported value+13.3K shares+1.1%GSKGsk Plc$49.87Mreported value+4.9K shares+0.4%NYCBFlagstar Bank, National Association$40.98Mreported value+895.3K shares+29.3%VOXXVoxx International Corporation$19.70Mreported value+155.2K shares+4.3%NTPIFNam Tai Property Inc.$18.75Mreported value+388.0K shares+21.4%TAT&T Inc.$425.4Kreported value+83 shares+0.7%

Reduced positions

CCitigroup Inc$66.65Mreported value-10.4K shares-1.1%MRKMerck & Co., Inc.$62.91Mreported value-10.3K shares-1.2%BBBlackberry Limited$52.03Mreported value-36.1K shares-0.8%MBIMbia Inc.$48.66Mreported value-62.5K shares