TheStreet.com RealMoney

Keeping Up With the Kahn Brothers

By Tim Melvin

 About this article:
 The all-important reporting season is upon us, and I'm not talking about the current earnings season. I mean SEC season, when large money managers and hedge funds have to report their holdings to the public, no later than 45 days after the close of the quarter. As we get closer to the closing of that window, the reports are starting to come over the wire. I have found that 13-HF filings are one of the best sources of ideas. This is particularly true for long-term deep value investors, who tend to have low portfolio turnover. Some of the really great growth and momentum managers may have a completely different portfolio after 45 days, so their filings have proven less valuable to me over the years. So far this season, I have gone through two reports from value managers that I respect. Today I'll focus on the...

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