Kahn Brothers Holdings in 3rd Quarter: 13F Alert

The following is an analysis of Kahn Brothers Group Inc as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/09/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Bristol-Myers Squibb Co      BMY US        50,549,446    1,610,881      -63,377
Pfizer Inc                   PFE US        45,771,080    2,588,862      -45,178
New York Community Bancorp   NYB US        43,235,806    3,633,261      -53,805
Merck & Co. Inc.             MRK US        42,821,696    1,309,532     -132,488
Seaboard Corp                SEB US        27,444,308       15,230         -290
SLM Corp                     SLM US        24,252,339    1,947,979      -40,000
Hologic Inc                  HOLX US       24,122,969    1,585,994      -37,100
Old Republic Intl Corp       ORI US        24,011,284    2,691,848       14,969
MBIA Inc                     MBI US        22,023,738    3,029,400      -41,800
Citigroup Inc                C US          21,755,024      849,308      139,122
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Astec Industries Inc         ASTE US          131,500      127,000       30,000
Nam Tai Electronics Inc      NTE US        -1,599,966    2,710,997        9,736
Provident New York Bancorp   PBNY US       -1,962,312    1,005,166       70,671
Audiovox Corp-A              VOXX US       -4,526,761    2,284,902       26,850
Medquist Holdings Inc        MEDH US       -5,148,960    1,010,041       20,500
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Patterson-Uti Energy Inc     PTEN US      -12,797,186      816,380      -36,300
New York Community Bancorp   NYB US       -12,033,313    3,633,261      -53,805
Seaboard Corp                SEB US       -10,083,052       15,230         -290
SLM Corp                     SLM US        -9,165,588    1,947,979      -40,000
Hologic Inc                  HOLX US       -8,614,837    1,585,994      -37,100
 
 
SOURCE: SEC 13F-HR 
FILER: Kahn Brothers Group Inc 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/09/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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