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 08/05/2019. 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 2019.
This quarter, Kahn Brothers’ 13F portfolio value increased ~25%, from $640M to $800M. The number of holdings increased from 32 to 44. The largest individual stock position is Merck (