13F filing recap · Q1 2019

What did Kahn Brothers Group buy in Q1 2019?

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

Stock value

$640.04M

Positions

Estimated turnover

11.5%

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

CREURCrew Energy Inc$6.3Kreported value+7.5K shares

Increased positions

GSKGsk Plc$53.35Mreported value+15.6K shares+1.2%BMYBristol-Myers Squibb Company$24.06Mreported value+484.4K shares+2428.1%PTENPatterson Uti Energy Inc$23.96Mreported value+101.3K shares+6.3%

Reduced positions

MRKMerck & Co., Inc.$69.15Mreported value-47.4K shares-5.4%BPBp Plc$59.94Mreported value-28.3K shares-2.0%CCitigroup Inc$57.28Mreported value-26.5K shares-2.8%AGOAssured Guaranty Ltd$55.07Mreported value-22.1K shares