Jump to content

Mohnish Pabrai (Dalal Street) 13F HR


nikhil25
 Share

Recommended Posts

  • Replies 97
  • Created
  • Last Reply

Top Posters In This Topic

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 .

 

 

Link to comment
Share on other sites

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?

Link to comment
Share on other sites

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

Link to comment
Share on other sites

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?

Link to comment
Share on other sites

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!/

 

Link to comment
Share on other sites

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!

Link to comment
Share on other sites

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.

Link to comment
Share on other sites

  • 2 months later...

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?

Link to comment
Share on other sites

  • 2 months later...

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

Link to comment
Share on other sites

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.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share




×
×
  • Create New...