13F filing recap · Q4 2018

What did Kahn Brothers Group buy in Q4 2018?

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

Stock value

$554.66M

Positions

Estimated turnover

3.4%

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

CCitigroup Inc$49.31Mreported value+18.1K shares+1.9%GSKGsk Plc$48.18Mreported value+19.4K shares+1.6%NYCBFlagstar Bank, National Association$40.72Mreported value+375.5K shares+9.5%BBBlackberry Limited$32.61Mreported value+14.6K shares+0.3%PTENPatterson Uti Energy Inc$16.64Mreported value+237.4K shares+17.3%XOMExxon Mobil Corp.$1.35Mreported value+3.1K shares+18.5%

Reduced positions

MRKMerck & Co., Inc.$61.15Mreported value-8.0K shares-0.9%BPBp Plc$53.06Mreported value-4.1K shares-0.3%AGOAssured Guaranty Ltd$48.29Mreported value-9.5K shares-0.7%MBIMbia Inc.$40.42Mreported value-19.7K shares