Pabrai Investment Funds 13F holdings, Q1 2010
Holdings as of March 31, 2010 · filings on SEC EDGAR · latest filing →
Pabrai Investment Funds disclosed 17 US equity positions worth $332.8m in its Q1 2010 13F filing. The largest position was Potash Corp at 11.9% of the reported book, followed by Brookfield Properties and Harvest Nat Res Inc. Against the Q4 2009 filing, it opened 1 new position, added to 1 and reduced 4 among the top 17 holdings.
What did Pabrai Investment Funds own in Q1 2010? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2009 |
|---|---|---|---|---|---|---|---|
| 1 | Potash Corp | 11.9% | $39.6m | 331,603 | -2% | reduced | |
| 2 | Brookfield Properties | 10.9% | $36.2m | 2,359,166 | -0% | held | |
| 3 | Harvest Nat Res Inc | 10.8% | $35.9m | 4,771,814 | -15% | reduced | |
| 4 | Ltd SUB VTG | 9.3% | $30.9m | 80,886 | 0% | held | |
| 5 | Berkshire Hathaway B | 7.8% | $26.0m | 319,851 | 4899% | added | |
| 6 | Cresud S A C I F Y A SPON | 7.2% | $24.0m | 1,719,377 | 0% | held | |
| 7 | Leucadia National Corp | 5.9% | $19.6m | 791,074 | 0% | held | |
| 8 | Goldman Sachs Group Inc | 5.7% | $18.9m | 110,864 | 0% | held | |
| 9 | ATSG* Group, Inc | 5.4% | $18.0m | 5,380,962 | -0% | held | |
| 10 | Horsehead Hldg Corp | 4.8% | $16.1m | 1,358,498 | 0% | held | |
| 11 | Capital Source Inc | 4.7% | $15.7m | 2,813,001 | -0% | held | |
| 12 | Pinnacle Airlines Corp | 4.5% | $14.9m | 2,002,902 | -4% | reduced | |
| 13 | TEX Terex Corp | Industrials | 3.6% | $12.1m | 530,876 | 0% | held |
| 14 | WFC Wells Fargo & Co | Financial Services | 3.5% | $11.7m | 374,415 | 0% | held |
| 15 | Group, Inc | 3.4% | $11.5m | 2,512,570 | – | new | |
| 16 | IBKR Group | Financial Services | 0.5% | $1.5m | 94,104 | 0% | held |
| 17 | TECK Teck Resources Ltd | Basic Materials | 0.1% | $245.0k | 5,501 | -99% | 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.