13F filing recap · Q2 2024

What did Kahn Brothers Group buy in Q2 2024?

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

Stock value

$594.97M

Positions

Estimated turnover

19.8%

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

OBTOrange County Bancorp, Inc.$212.0Kreported value+4.0K shares

Increased positions

NYCBFlagstar Bank, National Association$39.32Mreported value+6.00M shares+96.5%OGNOrganon & Co.$34.38Mreported value+480.8K shares+40.7%BAYRYBayer AG$30.80Mreported value+1.28M shares+41.2%MBIMbia Inc.$30.58Mreported value+393.6K shares

Reduced positions

CCitigroup Inc$75.83Mreported value-4.6K shares-0.4%MRKMerck & Co., Inc.$73.28Mreported value-21.9K shares-3.6%BPBp Plc$59.22Mreported value-25.2K shares-1.5%GSKGsk Plc$47.79Mreported value-12.4K shares

Exited positions

EGLEEagle Bulk Shipping Inc.$279.0Kprior reported value-4.5K shares-100.0%GBCIGlacier Bancorp, Inc.$252.0Kprior reported value-6.3K shares-100.0%