Pabrai Investment Funds 13F holdings, Q3 2008
Holdings as of September 30, 2008 · filings on SEC EDGAR · latest filing →
Pabrai Investment Funds disclosed 13 US equity positions worth $320.4m in its Q3 2008 13F filing. The largest position was Fairfax Finl Hldngs Ltd SUB VTG at 31.7% of the reported book, followed by Harvest Nat Res Inc and Sears Holdings Corporation. Against the Q2 2008 filing, it opened 0 new positions, added to 1 and reduced 5 among the top 13 holdings.
What did Pabrai Investment Funds own in Q3 2008? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2008 |
|---|---|---|---|---|---|---|---|
| 1 | Fairfax Finl Hldngs Ltd SUB VTG | 31.7% | $101.4m | 308,798 | -0% | held | |
| 2 | Harvest Nat Res Inc | 18.0% | $57.8m | 5,712,701 | 0% | held | |
| 3 | Sears Holdings Corporation | 15.0% | $48.1m | 516,611 | -1% | reduced | |
| 4 | TX Ternium S.A. SPON | Basic Materials | 9.8% | $31.4m | 1,778,944 | 0% | held |
| 5 | Wellcare Health Plans Inc | 9.3% | $29.6m | 833,730 | 51% | added | |
| 6 | Berkshire Hathaway B | 5.6% | $18.0m | 4,096 | -21% | reduced | |
| 7 | Pinnacle Airlines Corp | 3.5% | $11.1m | 2,845,773 | -15% | reduced | |
| 8 | CompuCredit Corporation | 2.5% | $8.1m | 2,066,097 | 0% | held | |
| 9 | Cryptologic Ltd | 1.9% | $6.1m | 1,114,207 | 0% | held | |
| 10 | ATSG* Air Transport Services Group, Inc | 1.3% | $4.1m | 5,590,278 | 0% | held | |
| 11 | BRK/A Berkshire Hathaway A | 0.7% | $2.1m | 16 | 0% | held | |
| 12 | Jackson Hewitt Tax Services | 0.5% | $1.8m | 114,096 | -82% | reduced | |
| 13 | MDC Holdings Inc | 0.2% | $666.0k | 18,201 | -3% | 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.