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Wednesday, 08/05/2015 7:03:32 PM

Wednesday, August 05, 2015 7:03:32 PM

Post# of 43
Tracking Kahn Brothers Portfolio - Q2 2015 Update (7/30/15)

http://seekingalpha.com/article/3373745-tracking-kahn-brothers-portfolio-q2-2015-update

Nam Tai Property Inc. (NYSE:NTP): The 2.37% 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. Q4 2014 saw an about-turn as the position was reduced by 21% at prices between $4.18 and $6.07. Last quarter saw minor additional trimming while this quarter saw a marginal increase. The stock currently trades at $4.71. 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.


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