Pabrai Investment Funds 13F holdings, Q2 2008
Holdings as of June 30, 2008 · filings on SEC EDGAR · latest filing →
Pabrai Investment Funds disclosed 14 US equity positions worth $349.8m in its Q2 2008 13F filing. The largest position was Fairfax Finl Hldngs Ltd SUB VTG at 22.5% of the reported book, followed by TX and Harvest Nat Res Inc. Against the Q1 2008 filing, it opened 2 new positions, added to 2 and reduced 3 among the top 14 holdings.
What did Pabrai Investment Funds own in Q2 2008? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2008 |
|---|---|---|---|---|---|---|---|
| 1 | Fairfax Finl Hldngs Ltd SUB VTG | 22.5% | $78.7m | 309,801 | -0% | held | |
| 2 | TX Ternium S.A. SPON | Basic Materials | 21.4% | $74.7m | 1,778,944 | -1% | reduced |
| 3 | Harvest Nat Res Inc | 18.1% | $63.2m | 5,712,701 | 0% | held | |
| 4 | Sears Holdings Corporation | 10.9% | $38.1m | 520,108 | 0% | held | |
| 5 | Berkshire Hathaway B | 5.9% | $20.8m | 5,179 | 1698% | added | |
| 6 | Wellcare Health Plans Inc | 5.6% | $19.6m | 552,500 | 86% | added | |
| 7 | Cryptologic Ltd | 4.6% | $16.0m | 1,114,207 | -25% | reduced | |
| 8 | CompuCredit Corporation | 3.5% | $12.4m | 2,065,997 | 0% | held | |
| 9 | Pinnacle Airlines Corp | 3.0% | $10.4m | 3,339,402 | 0% | held | |
| 10 | Jackson Hewitt Tax Services | 2.2% | $7.7m | 629,884 | – | new | |
| 11 | ATSG* Group, Inc | 1.6% | $5.6m | 5,590,278 | – | new | |
| 12 | BRK/A Berkshire Hathaway A | 0.6% | $1.9m | 16 | 0% | held | |
| 13 | MDC Holdings Inc | 0.2% | $730.0k | 18,701 | -87% | reduced | |
| 14 | Delta Financial Corp | 0.0% | $27.0k | 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.