Pabrai Investment Funds 13F holdings, Q3 2007
Holdings as of September 30, 2007 · filings on SEC EDGAR · latest filing →
Pabrai Investment Funds disclosed 14 US equity positions worth $453.2m in its Q3 2007 13F filing. The largest position was Ltd SUB VTG at 17.0% of the reported book, followed by Berkshire Hathaway B and Harvest Nat Res Inc. Against the Q2 2007 filing, it opened 1 new position, added to 5 and reduced 3 among the top 14 holdings.
What did Pabrai Investment Funds own in Q3 2007? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2007 |
|---|---|---|---|---|---|---|---|
| 1 | Ltd SUB VTG | 17.0% | $77.1m | 316,089 | 6% | added | |
| 2 | Berkshire Hathaway B | 15.3% | $69.2m | 17,520 | 14% | added | |
| 3 | Harvest Nat Res Inc | 15.1% | $68.2m | 5,712,701 | 0% | held | |
| 4 | TX Ternium S.A | Basic Materials | 13.1% | $59.1m | 1,883,544 | 15% | added |
| 5 | Corporation | 8.7% | $39.2m | 1,806,801 | 12% | added | |
| 6 | ABX Air, Inc | 8.5% | $38.5m | 5,432,864 | -4% | reduced | |
| 7 | Cryptologic | 7.6% | $34.5m | 1,726,736 | 0% | held | |
| 8 | Corp | 5.1% | $22.9m | 4,661,401 | 0% | held | |
| 9 | Corp | 5.0% | $22.8m | 1,426,276 | 3% | added | |
| 10 | STMP Stamps.com Inc | 2.6% | $12.0m | 1,000,001 | – | new | |
| 11 | MDC Holdings Inc | 1.3% | $5.8m | 140,901 | 0% | held | |
| 12 | SGU PRTN | 0.4% | $1.9m | 421,793 | -42% | reduced | |
| 13 | Alloy, Inc | 0.3% | $1.3m | 33,843 | 0% | held | |
| 14 | BRK/A Berkshire Hathaway A | 0.1% | $474.0k | 4 | -20% | 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.