Pabrai Investment Funds 13F holdings, Q4 2004
Holdings as of December 31, 2004 · filings on SEC EDGAR · latest filing →
Pabrai Investment Funds disclosed 11 US equity positions worth $133.1m in its Q4 2004 13F filing. The largest position was Unitedglobalcom A at 18.5% of the reported book, followed by Harvest Nat Res Inc and Sunrise Senior Living.
What did Pabrai Investment Funds own in Q4 2004? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | Unitedglobalcom A | 18.5% | $24.6m | 2,544,475 | – | ||
| 2 | Harvest Nat Res Inc | 13.3% | $17.7m | 1,022,830 | – | ||
| 3 | Sunrise Senior Living | 9.5% | $12.7m | 273,779 | – | ||
| 4 | MIM Corp | 9.5% | $12.7m | 1,994,692 | – | ||
| 5 | STMP Stamps | 9.1% | $12.1m | 765,670 | – | ||
| 6 | BRK/A Berkshire Hathaway A | 8.3% | $11.0m | 125 | – | ||
| 7 | RDY Dr. Reddys Labs Ltd | Healthcare | 7.0% | $9.3m | 469,079 | – | |
| 8 | SGU Star Gas Partners LP UNITS LTD PRTN | 6.9% | $9.1m | 1,226,800 | – | ||
| 9 | Danielson Hldg Corp | 6.2% | $8.2m | 972,452 | – | ||
| 10 | Universal Stainless & | 6.0% | $8.0m | 541,036 | – | ||
| 11 | Chronimed Inc | 5.8% | $7.7m | 1,171,623 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.