benbuffett Posted January 23, 2015 Posted January 23, 2015 I'm curious to how much cash many of these guys keep on hand. For instance, Pabrai's Dalal Street, LLC latest filing had about 9 holdings totaling 413mil. How much cash is on the side line, that is not included in these SEC filings.
Guest notorious546 Posted January 23, 2015 Posted January 23, 2015 so assuming 413 million and an AUM of 850 million (what was reporting on his ebay conference call and lunch auction). its about 50% but that is excluding his holdings in FIAT, Jamnu Kashmir Bank, South Indian Banking, GIC Housing Finance which are not reported in 13-F's. if i remember correctly its about 12% for the Indian Stock Basket and another 15-20 % in FIAT (which will be disclosed this upcoming 13-F if he still holds it). I'd guess cash is in the range of 15%
benbuffett Posted January 23, 2015 Author Posted January 23, 2015 Are Jamnu, South Indian Banking, and GIC housing held within the Indian Basket? Thanks Notorious :)
Guest notorious546 Posted January 23, 2015 Posted January 23, 2015 ya i believe those are all listed on the BSE.
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