Author Topic: Mohnish Pabrai (Dalal Street) 13F HR  (Read 47598 times)

frommi

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #20 on: November 12, 2014, 12:11:47 PM »
Looks like he is raising cash, or are there some new bigger foreign holdings?


LC

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #21 on: November 12, 2014, 12:26:10 PM »
Looks like he is raising cash, or are there some new bigger foreign holdings?

No ideas, I haven't heard anything mentioned. But next Q it will be interesting to see what % of the portfolio is Fiat.
"Lethargy bordering on sloth remains the cornerstone of our investment style."
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brk.b | cash

stahleyp

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #22 on: November 12, 2014, 05:57:14 PM »
Looks like he is raising cash, or are there some new bigger foreign holdings?

No ideas, I haven't heard anything mentioned. But next Q it will be interesting to see what % of the portfolio is Fiat.

Do you mean in his letter to shareholders or something else?
Paul

investor-man

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #23 on: November 12, 2014, 06:00:24 PM »
Looks like he is raising cash, or are there some new bigger foreign holdings?

No ideas, I haven't heard anything mentioned. But next Q it will be interesting to see what % of the portfolio is Fiat.

Do you mean in his letter to shareholders or something else?

He's gotta disclose it next quarter because it's now a U.S. lusted security
Ferengi Rule of Acquisition #3 "Never spend more for an acquisition than you have to."

stahleyp

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #24 on: November 12, 2014, 06:06:58 PM »
Looks like he is raising cash, or are there some new bigger foreign holdings?

No ideas, I haven't heard anything mentioned. But next Q it will be interesting to see what % of the portfolio is Fiat.

Do you mean in his letter to shareholders or something else?

He's gotta disclose it next quarter because it's now a U.S. lusted security

ahhhh duh. Momentarily forgot about that one. Thanks.
Paul

Value^2

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #25 on: November 12, 2014, 10:49:25 PM »
Any idea are his GM warrants expiring 2016 or 2019?

nikhil25

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #26 on: November 12, 2014, 11:06:32 PM »
Looks like he is raising cash, or are there some new bigger foreign holdings?

No ideas, I haven't heard anything mentioned. But next Q it will be interesting to see what % of the portfolio is Fiat.

Minutes from the AGM session has that information on Page 96:
http://www.fcagroup.com/en-US/investor_relations/shareholders/FiatDocuments/FIAT_verbale_straordinaria_ENG_con_allegati.pdf

Seems like he has a pretty significant stake through Pabrai funds, Dakshana foundation and his own/family's investment/IRA accounts.

peter1234

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #27 on: November 12, 2014, 11:10:41 PM »
Looks like he is raising cash, or are there some new bigger foreign holdings?

No ideas, I haven't heard anything mentioned. But next Q it will be interesting to see what % of the portfolio is Fiat.

At the time of the merger vote in August 2014 he disclosed about 14M Fiat shares across his various funds.
At today's price this would amount to about $160M.
 ;)

LC

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #28 on: November 12, 2014, 11:15:11 PM »
Ah yes I remember now seeing the shareholder list a few months back. I can confirm the ~14m shares. Not sure how much Mohnish controls in total, but his latest 13F was about $330m, obviously not including the foreign shares he owns. Maybe $750m, Fiat representing about a 20% stake. Buy a few Maseratis, Mohnish! :)
"Lethargy bordering on sloth remains the cornerstone of our investment style."
----------------------------------------------------------------------------------------
brk.b | cash

peter1234

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #29 on: November 13, 2014, 12:24:16 AM »
Any idea are his GM warrants expiring 2016 or 2019?

Warrant B (CUSIP 37045V126) on any trading day until July 10, 2019

 ;)