13F filing recap · Q1 2023

What did Kahn Brothers Group buy in Q1 2023?

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

Stock value

$694.72M

Positions

Estimated turnover

4.8%

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

NYCBFlagstar Bank, National Association$57.76Mreported value+426.4K shares+7.2%CCitigroup Inc$57.09Mreported value+49.0K shares+4.2%GSKGsk Plc$45.45Mreported value+50.6K shares+4.1%JPMJPMorgan Chase & Co$492.0Kreported value+1.0K shares+36.0%

Reduced positions

BPBp Plc$74.36Mreported value-205.5K shares-9.5%MRKMerck & Co., Inc.$71.45Mreported value-10.2K shares-1.5%BMYBristol-Myers Squibb Company$62.42Mreported value-13.4K shares-1.5%AGOAssured Guaranty Ltd$57.52Mreported value-87.3K shares