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Thursday, 05/14/2015 8:59:00 AM

Thursday, May 14, 2015 8:59:00 AM

Post# of 43
Tracking Kahn Brothers Portfolio - Q1 2015 Update (5/07/15)

Nam Tai Property Inc. (NYSE:NTP): The 1.95% of the US long portfolio NTP stake was increased by more than one-third in Q1 2014 at prices between $5.59 and $7.27. Last quarter saw an about-turn as the position was reduced by 21% at prices between $4.18 and $6.07. This quarter saw minor additional trimming. The stock currently trades at $5. The original position was a ~2% (~400K shares) stake established in 2001.

Note: Kahn controls 6.85% of the business through his ownership of just over 2.9M shares of NTP.


http://seekingalpha.com/article/3151716-tracking-kahn-brothers-portfolio-q1-2015-update

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