This article is part of a series that provides an ongoing analysis of the changes made to Kahn Brothers' 13F stock portfolio on a quarterly basis. It is based on Kahn Brothers' regulatory 13F Form filed on 05/06/2019. Please visit our Tracking Kahn Brothers Portfolio series to get an idea of its investment philosophy and our last update for the fund's moves during Q4 2018.
This quarter, Kahn Brothers' 13F portfolio value increased ~15% from $554.7M to $640.04M. The number of holdings increased from 31 to 32. The largest individual stock position is Merck (MRK)