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 08/06/2018. Please visit our Tracking Kahn Brothers Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves during Q1 2018.
This quarter, Kahn Brothers’ 13F portfolio value increased marginally from $627.7M to $628.4M. The number of holdings remained steady at 31. The largest individual stock position is BP plc which