13F filing recap · Q4 2019

What did Kahn Brothers Group buy in Q4 2019?

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

Stock value

$824.73M

Positions

Estimated turnover

14.3%

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

BBBlackberry Limited$37.33Mreported value+153.3K shares+2.7%VRAYQViewray Inc$2.25Mreported value+193.8K shares+57.0%CMCSAComcast Corporation$399.7Kreported value+2.0K shares+29.6%NAVINavient Corp$345.9Kreported value+880 shares+6.9%AAPLApple Inc.$300.4Kreported value+523 shares+104.6%

Reduced positions

MRKMerck & Co., Inc.$94.41Mreported value-984.5K shares-48.7%CCitigroup Inc$80.46Mreported value-54.2K shares-5.1%AGOAssured Guaranty Ltd$74.81Mreported value-48.7K shares-3.1%GSKGsk Plc$74.60Mreported value-33.0K shares

Exited positions

EDConsolidated Edison Inc$158.1Kprior reported value-1.7K shares-100.0%