13F filing recap · Q1 2020

What did Kahn Brothers Group buy in Q1 2020?

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

Stock value

$546.73M

Positions

Estimated turnover

4.0%

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

JPMJPMorgan Chase & Co$354.3Kreported value+3.9K shares

Increased positions

BPBp Plc$39.72Mreported value+4.7K shares+0.3%BBBlackberry Limited$24.04Mreported value+7.8K shares+0.1%PTENPatterson Uti Energy Inc$7.09Mreported value+424.3K shares+16.4%VRAYQViewray Inc$1.51Mreported value+72.0K shares

Reduced positions

MRKMerck & Co., Inc.$76.90Mreported value-8.6K shares-0.8%GSKGsk Plc$58.49Mreported value-44.0K shares-2.8%BMYBristol-Myers Squibb Company$57.20Mreported value-27.5K shares-2.6%NYCBFlagstar Bank, National Association$48.99Mreported value-157.7K shares