13F filing recap · Q1 2024

What did Kahn Brothers Group buy in Q1 2024?

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

Stock value

$674.36M

Positions

Estimated turnover

12.8%

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.

New positions

DISWalt Disney Co/$11.49Mreported value+93.9K shares FRFHFFairfax Financial Holdings Ltd/ Can$1.10Mreported value+1.0K shares ARAntero Resources Corporation$875.0Kreported value+30.2K shares MSFTMicrosoft Corporation$800.7Kreported value+1.9K shares AAPLApple Inc.$427.0Kreported value+2.5K shares CIThe Cigna Group$400.3Kreported value+1.1K shares PNCThe Pnc Financial Services Group, Inc.$311.0Kreported value+1.9K shares PEGPublic Service Enterprise Group Inc$301.0Kreported value+4.5K shares EGLEEagle Bulk Shipping Inc.$279.0Kreported value+4.5K shares GBCIGlacier Bancorp, Inc.$252.0Kreported value+6.3K shares AMAntero Midstream Corporation$250.0Kreported value+17.8K shares GTXGarrett Motion Inc.$214.0Kreported value+21.5K shares PIFYFPine Cliff Energy Ltd.$96.0Kreported value+129.7K shares

Increased positions

MBIMbia Inc.$34.99Mreported value+347.0K shares+7.2%SEBSeaboard Corporation$29.18Mreported value+89 shares+1.0%BAYRYBayer AG$23.74Mreported value+2.39M shares+335.0%OGNOrganon & Co.$22.19Mreported value+1.14M shares

Reduced positions

AGOAssured Guaranty Ltd$84.68Mreported value-16.8K shares-1.7%MRKMerck & Co., Inc.$80.99Mreported value-10.7K shares-1.7%CCitigroup Inc$75.85Mreported value-9.9K shares-0.8%BPBp Plc$62.76Mreported value-48.2K shares

Exited positions

BBBlackberry Limited$4.45Mprior reported value-1.26M shares-100.0%TAT&T Inc.$281.1Kprior reported value-16.7K shares-100.0%CMCSAComcast Corporation$280.7Kprior reported value-6.4K shares-100.0%