Author Topic: Mohnish Pabrai (Dalal Street) 13F HR  (Read 40760 times)

nikhil25

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Mohnish Pabrai (Dalal Street) 13F HR
« on: May 13, 2014, 01:18:46 PM »
Pabrai's latest filing
http://www.sec.gov/Archives/edgar/data/1549575/000154957514000002/xslForm13F_X01/infotable.xml

Added:
GM Warrants (5,426)
GM Common (23,305)
BRK.B (7,025)

Reduced:
BAC (2,526,000)
Chesapeake (5,600)
Citigroup (140,000)
« Last Edit: November 12, 2014, 12:04:13 PM by nikhil25 »


buylowersellhigh

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Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #1 on: May 13, 2014, 01:28:50 PM »
Surprised he sold so much of BAC. 

fareastwarriors

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Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #2 on: May 13, 2014, 01:37:11 PM »
yay for more GM warrants.

Yours Truly

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Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #3 on: May 13, 2014, 01:44:58 PM »
Surprised he sold so much of BAC.

Perhaps he took some profits off the table to plow back into GM warrants/commons which dropped quite a bit in the last quarter?

stahleyp

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Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #4 on: May 13, 2014, 02:21:48 PM »
It looks like he has a lot more cash or bought a foreign holding (I think he's also holding Fiat).

The total holdings value at the end of 2013 was about $544 million vs $462 million now.
Paul

moody202

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Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #5 on: May 13, 2014, 02:32:36 PM »
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?
Many shall be revived that now are fallen, and many fall that are now in honor.

karthikpm

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Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #6 on: May 13, 2014, 02:35:22 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 .


nikhil25

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Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #7 on: May 13, 2014, 03:34:42 PM »
Its also possible that he's invested in Fiat through Dakshana foundation...

Evolveus

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Re: Mohnish Pabrai (Dalal Street) 13F HR (05/13)
« Reply #8 on: May 13, 2014, 08:07:33 PM »
I was tracking the Dakshana Foundation holdings for a while, but I cannot find their Foundation Financials beyond 2011.  The way I had read on their website, was that they had to file once per year.  The filings I saw showed previous positions.  Not sure how much that was woith though bc it seemed like they came into the foundation and then were quickly sold (I'm guessing cash for operations). I am no pro at reading foundation returns, so I could be way off.  Anyone else run across this?