Jump to content

Latest Picks From Hedge Fund Manager Mohnish Pabrai:


biaggio
 Share

Recommended Posts

http://www.gurufocus.com/news/186722/latest-picks-from-hedge-fund-manager-mohnish-pabrai-buys-gm-chesapeake-energy-sells-tex-pot-cse

 

top 5 holdings of Mohnish Pabrai

 

Bank Of America Corp (BAC) - 7,502,000 shares, 25.5% of the total portfolio.

Citigroup Inc. © - 1,807,510 shares, 20.6% of the total portfolio.

Goldman Sachs Group, Inc. (GS) - 506,130 shares, 20.2% of the total portfolio.

General Motors Company (GM) - 2,237,000 shares, 18.3% of the total portfolio. New Position

Chesapeake Energy Corporation (CHK) - 1,005,000 shares, 7.8% of the total portfolio. New Position

 

Concentration and focus not in question thats for sure.

Link to comment
Share on other sites

http://www.gurufocus.com/news/186722/latest-picks-from-hedge-fund-manager-mohnish-pabrai-buys-gm-chesapeake-energy-sells-tex-pot-cse

 

top 5 holdings of Mohnish Pabrai

 

Bank Of America Corp (BAC) - 7,502,000 shares, 25.5% of the total portfolio.

Citigroup Inc. © - 1,807,510 shares, 20.6% of the total portfolio.

Goldman Sachs Group, Inc. (GS) - 506,130 shares, 20.2% of the total portfolio.

General Motors Company (GM) - 2,237,000 shares, 18.3% of the total portfolio. New Position

Chesapeake Energy Corporation (CHK) - 1,005,000 shares, 7.8% of the total portfolio. New Position

 

Concentration and focus not in question thats for sure.

 

Those numbers are a little skewed as they don't include cash and foreign holdings.  I would reduce those percentages by about 45%.   

 

So I wonder who he was crediting as the best CEO he owns outside of Buffett & Munger...Aubrey McClendon, Brian Moynihan?  Personally, I would say it's Prem Watsa hands down as a leader, businessperson and investor...as well as the charm, charisma and humility of Buffett.  Cheers! 

Link to comment
Share on other sites

Holy cow Mohnish! Now I understand his enthusiasm in the most recent letter of going back to a 10x10. With these picks who wouldn't. I am not so keen with Goldman but put AIG instead ....

 

Regarding the manager he mentioned, I would love to think is Moynihan but most probable is Watsa as our host suggests. There is always the Aubrey option and his incredible track record ... let's hope not.

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...