Pabrai Investment Funds 13F holdings, Q4 2007
Holdings as of December 31, 2007 · filings on SEC EDGAR · latest filing →
Pabrai Investment Funds disclosed 13 US equity positions worth $404.2m in its Q4 2007 13F filing. The largest position was Ltd SUB VTG at 22.2% of the reported book, followed by TX and Harvest Nat Res Inc. Against the Q3 2007 filing, it opened 1 new position, added to 2 and reduced 6 among the top 13 holdings.
What did Pabrai Investment Funds own in Q4 2007? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2007 |
|---|---|---|---|---|---|---|---|
| 1 | Ltd SUB VTG | 22.2% | $89.9m | 314,165 | -1% | reduced | |
| 2 | TX Ternium S.A | Basic Materials | 18.6% | $75.2m | 1,875,844 | -0% | held |
| 3 | Harvest Nat Res Inc | 17.7% | $71.4m | 5,712,701 | 0% | held | |
| 4 | Corporation | 13.0% | $52.7m | 516,210 | – | new | |
| 5 | Pinnacle Airlines Corp | 12.3% | $49.5m | 3,268,902 | 129% | added | |
| 6 | Cryptologic Ltd | 6.4% | $26.0m | 1,483,694 | -14% | reduced | |
| 7 | ABX Holdings, Inc | 5.7% | $23.1m | 5,517,678 | 2% | added | |
| 8 | STMP Stamps.com Inc | 1.5% | $6.1m | 502,168 | -50% | reduced | |
| 9 | MDC Holdings Inc | 1.3% | $5.2m | 140,901 | 0% | held | |
| 10 | CompuCredit Corporation | 0.9% | $3.6m | 362,001 | -80% | reduced | |
| 11 | Alloy, Inc | 0.3% | $1.2m | 33,843 | 0% | held | |
| 12 | BRK/A Berkshire Hathaway A | 0.0% | $142.0k | 1 | -75% | reduced | |
| 13 | Delta Financial Corp | 0.0% | $45.0k | 900,002 | -81% | 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.