13F filing recap · Q2 2019

What did Kahn Brothers Group buy in Q2 2019?

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

Stock value

$799.87M

Positions

Estimated turnover

36.0%

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.

New positions

FBAKFirst National Bank Alaska$1.65Mreported value+6.8K shares VRAYQViewray Inc$991.1Kreported value+112.5K shares GBCIGlacier Bancorp, Inc.$748.6Kreported value+18.5K shares BRK.BBerkshire Hathaway Inc$682.1Kreported value+3.2K shares VZVerizon Communications Inc$477.7Kreported value+8.4K shares SBBXSb One Bancorp$452.5Kreported value+20.2K shares HOPEHope Bancorp, Inc.$439.9Kreported value+31.9K shares OBTOrange County Bancorp, Inc.$434.8Kreported value+16.4K shares 190072108COAL CREEK MINING$329.3Kreported value+983 shares ALCAlcon Inc.$318.5Kreported value+5.2K shares EDConsolidated Edison Inc$146.8Kreported value+1.7K shares LWAYLifeway Foods, Inc.$36.4Kreported value+10.0K shares VHIUSDValhi Inc$30.8Kreported value+10.4K shares

Increased positions

MRKMerck & Co., Inc.$89.48Mreported value+9.84M shares+1183.5%CCitigroup Inc$77.26Mreported value+182.7K shares+19.8%BPBp Plc$69.81Mreported value+303.1K shares+22.1%AGOAssured Guaranty Ltd$65.92Mreported value+326.9K shares

Reduced positions

HOLXHologic Inc$16.31Mreported value-742 shares-0.2%NYTThe New York Times Company$15.41Mreported value-200.2K shares-29.8%XOMExxon Mobil Corp.$1.45Mreported value-600 shares-3.1%

Exited positions

ORIOld Republic International Corp$1.02Mprior reported value-48.9K shares-100.0%