Pabrai Investment Funds 13F holdings, Q1 2007
Holdings as of March 31, 2007 · filings on SEC EDGAR · latest filing →
Pabrai Investment Funds disclosed 14 US equity positions worth $399.1m in its Q1 2007 13F filing. The largest position was Ipsco Inc at 18.4% of the reported book, followed by Ltd SUB VTG and Harvest Nat Res Inc. Against the Q4 2006 filing, it opened 2 new positions, added to 5 and reduced 4 among the top 14 holdings.
What did Pabrai Investment Funds own in Q1 2007? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2006 |
|---|---|---|---|---|---|---|---|
| 1 | Ipsco Inc | 18.4% | $73.2m | 557,318 | 0% | held | |
| 2 | Ltd SUB VTG | 13.3% | $53.1m | 236,590 | 0% | held | |
| 3 | Harvest Nat Res Inc | 12.1% | $48.4m | 4,973,787 | 43% | added | |
| 4 | Cryptologic | 10.9% | $43.6m | 1,742,609 | 71% | added | |
| 5 | Delta Financial Corp | 9.7% | $38.5m | 4,661,401 | 103% | added | |
| 6 | Pinnacle Airlines Corp | 9.1% | $36.2m | 2,094,002 | 0% | held | |
| 7 | ABX Air, Inc | 8.9% | $35.7m | 5,206,081 | 3% | added | |
| 8 | Lear Corp | 5.5% | $21.8m | 595,901 | -39% | reduced | |
| 9 | MDC Holdings Inc | 3.9% | $15.5m | 323,301 | -51% | reduced | |
| 10 | BRK/A Berkshire Hathaway A | 3.5% | $13.8m | 127 | 3075% | added | |
| 11 | Berkshire Hathaway B | 2.8% | $11.3m | 3,096 | – | new | |
| 12 | SGU LTD PRTN | 1.1% | $4.6m | 1,168,668 | -47% | reduced | |
| 13 | FreightCar America, | 0.4% | $1.7m | 35,125 | – | new | |
| 14 | Alloy, Inc | 0.4% | $1.6m | 33,843 | -88% | reduced |
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.