Pabrai Investment Funds 13F holdings, Q1 2008
Holdings as of March 31, 2008 · filings on SEC EDGAR · latest filing →
Pabrai Investment Funds disclosed 15 US equity positions worth $396.4m in its Q1 2008 13F filing. The largest position was Hldngs Ltd SUB VTG at 22.5% of the reported book, followed by Inc and TX. Against the Q4 2007 filing, it opened 3 new positions, added to 5 and reduced 2 among the top 15 holdings.
What did Pabrai Investment Funds own in Q1 2008? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2007 |
|---|---|---|---|---|---|---|---|
| 1 | Hldngs Ltd SUB VTG | 22.5% | $89.1m | 310,516 | -1% | reduced | |
| 2 | Inc | 17.4% | $68.9m | 5,712,701 | 0% | held | |
| 3 | TX Ternium S.A. SPON | Basic Materials | 16.3% | $64.5m | 1,797,644 | -4% | reduced |
| 4 | Corporation | 13.3% | $52.9m | 520,107 | 1% | added | |
| 5 | Corp | 7.2% | $28.6m | 3,339,402 | 2% | added | |
| 6 | Cryptologic Ltd | 5.9% | $23.5m | 1,483,694 | 0% | held | |
| 7 | Corporation | 4.6% | $18.3m | 2,065,997 | 471% | added | |
| 8 | ABX Holdings, Inc | 4.1% | $16.4m | 5,592,678 | 1% | added | |
| 9 | Plans Inc | 2.9% | $11.6m | 297,179 | – | new | |
| 10 | Lear Corp | 2.0% | $7.7m | 298,693 | – | new | |
| 11 | MDC Holdings Inc | 1.6% | $6.2m | 140,901 | 0% | held | |
| 12 | STMP Stamps.com Inc | 1.3% | $5.2m | 502,169 | 0% | held | |
| 13 | BRK/A Berkshire Hathaway A | 0.5% | $2.1m | 16 | 1500% | added | |
| 14 | Berkshire Hathaway B | 0.3% | $1.3m | 288 | – | new | |
| 15 | Corp | 0.0% | $18.0k | 900,002 | 0% | held |
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.