Author Topic: Mohnish Pabrai (Dalal Street) 13F HR  (Read 44704 times)

randomep

  • Hero Member
  • *****
  • Posts: 1027
    • Bull Bear and Value Blog
Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #10 on: May 14, 2014, 12:30:09 PM »
He plays a video of his big holdings during his annual meetings.
Chrysler/ FIAT were featured prominently last year .- I suspect they are not showing up on his 13F because they are foreign holdings.

He mentioned there was a new small cap he was buying in his April letter- suspect that will show up next 13 F .

Can anyone post his recent letters?

thanks


wbr

  • Full Member
  • ***
  • Posts: 108
Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #11 on: May 15, 2014, 04:24:54 AM »
I recently watched a video where Pabrai talked about building a business and he briefly mentioned that he was in the process of buying an insurance company with other investors. My first thought was that this could be his source of permanent capital similar to Greenlight Re, Third Point Re, and ofc Berkshire but I couldnt find anything on google and he didnt really say a lot about it.

Does anybody know more about that?

tombgrt

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 1830
Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #12 on: May 15, 2014, 04:56:03 AM »
I recently watched a video where Pabrai talked about building a business and he briefly mentioned that he was in the process of buying an insurance company with other investors. My first thought was that this could be his source of permanent capital similar to Greenlight Re, Third Point Re, and ofc Berkshire but I couldnt find anything on google and he didnt really say a lot about it.

Does anybody know more about that?

Here you go:

http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/dhandho-holdings!/

wbr

  • Full Member
  • ***
  • Posts: 108
Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #13 on: May 15, 2014, 05:04:10 AM »
I recently watched a video where Pabrai talked about building a business and he briefly mentioned that he was in the process of buying an insurance company with other investors. My first thought was that this could be his source of permanent capital similar to Greenlight Re, Third Point Re, and ofc Berkshire but I couldnt find anything on google and he didnt really say a lot about it.

Does anybody know more about that?

Here you go:

http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/dhandho-holdings!/

Thank you!

moody202

  • Full Member
  • ***
  • Posts: 178
Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #14 on: May 15, 2014, 06:24:46 AM »
I recently watched a video where Pabrai talked about building a business and he briefly mentioned that he was in the process of buying an insurance company with other investors. My first thought was that this could be his source of permanent capital similar to Greenlight Re, Third Point Re, and ofc Berkshire but I couldnt find anything on google and he didnt really say a lot about it.

Does anybody know more about that?

Here you go:

http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/dhandho-holdings!/

Thank you!

This could be the reason why he reduced his portfolio holdings.
Many shall be revived that now are fallen, and many fall that are now in honor.

nikhil25

  • Full Member
  • ***
  • Posts: 166
Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #15 on: August 13, 2014, 12:17:57 PM »
Pabrai's latest filing: http://www.sec.gov/Archives/edgar/data/1549575/000154957514000006/xslForm13F_X01/infotable.xml

Significantly reduced his Chesapeake position and initiated position in Posco.
« Last Edit: August 13, 2014, 12:29:28 PM by nikhil25 »

augustabound

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 922
Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #16 on: August 13, 2014, 02:06:36 PM »
Pabrai's latest filing: http://www.sec.gov/Archives/edgar/data/1549575/000154957514000006/xslForm13F_X01/infotable.xml

Significantly reduced his Chesapeake position and initiated position in Posco.
I think I remember Posco from around 2011.
"Serenity now, insanity later." - Lloyd Braun

original mungerville

  • Hero Member
  • *****
  • Posts: 1174
Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #17 on: August 13, 2014, 02:27:50 PM »
Did he not just buy an Indian bank - that could be the small cap?

sampr01

  • Full Member
  • ***
  • Posts: 213
Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #18 on: August 13, 2014, 04:12:49 PM »
Check FAITY thread, and annual meeting notes along votes for merger. Pabrai has close to 13 mil Fiat shares.

It looks like he has a lot more cash or bought a foreign holding (I think he's also holding Fiat).


Is there any way to confirm his Fiat stake?

nikhil25

  • Full Member
  • ***
  • Posts: 166
Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #19 on: November 12, 2014, 12:03:51 PM »
Pabrai's latest filing: http://www.sec.gov/Archives/edgar/data/1549575/000154957514000010/xslForm13F_X01/infotable.xml

Exited Goldman and Chesapeake positions; Reduced BAC and POSCO; Initiated position in Wilbur Ross's Special purpose acquisition corporation.