The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests Summary 13D/G Insider (Form 4) Form D 5 Contact Info : In the middle of January, the value investor Mohnish Pabrai took part in a Value Investing Masterclass with NUS MBA students at NUS Business School. Mohnish runs a fund identical to Warren Buffett's original Buffett Partnership which was the predecessor of Berkshire Hathaway. . Tom is a mid-20's investor based in New Zealand, following the long-term investment principles laid out by titans of the investing world such as Warren Buffett, Charlie Munger, Ben Graham and Mohnish Pabrai. I found out through my research that Pabrai paid an estimated $11.50 a share to own his position in GrafTech. Mohnish Pabrai's long-only equity fund has returned a cumulative 517% net to investors vs. 43% for the S&P 500 Index since inception in 2000. His best. Fund Holdings of Filed on 2012-02-14 There's NO fund holding information found for , either the fund didn't file the SEC 13F on time, or the fund didn't hold any SEC 13F securities, or most likely, the fund didn't file the . "Heads I win, tails I don't lose much". That's outperformance of 474 percentage points or 1103 percent. This February 15th filing shows his share count is down to 1.137 million shares. $278 million Assets Under Management (AUM) Shares: 303. Key Takeaways. The turnover rate is 11%. Given the significant size and the drastic drop of stock price, regardless other non-US longs or other shorts, the WAC position will possibly wipe the whole fund out. He is on top of his game. . There are currently 3 companies in Pabrai's portfolio. Life is a journey and the journey is the destination. . I like observing these investors because they are compounding machines! It's been on a downtrend since Jack Ma gave a controversial speech in late October 2020 and it's around $100 off its high of $317. It discloses their U.S. equity holdings to the Securities and Exchange Commission (SEC) and provides insights into what the smart money is doing ." According to the SEC.gov website: . Mohnish Pabrai has been buying Alibaba stock for all of this year. Mohnish Pabrai's portfolio and holdings. SEC Filings. He took concentration to a whole new level as he put about 30% of his portfolio into just one stock. These reports are called 13F reports. Dolly Khanna Portfolio 2022 【Stock Holdings】 - DATAROMA. It may also say that at this price, the company will be a Mohnish Pabrai Classic; 'PE of 1' business. Article. Mohnish Pabrai's portfolio and holdings. Labels: 13f, bpo, brk.b, frfhf, hedge fund portfolios, hnr, mohnish pabrai, pabrai investment fund, pot, SEC filing, tck Mohnish Pabrai Adds Capitalsource Equity: 13F Analysis This post is part of our series on hedge fund portfolio tracking. Dalal Street 13F annual report Dalal Street is an investment fund managing more than $262 million ran by Mohnish Pabrai. Q2 2021 13F Round-Up Mohnish Pabrai - Pabrai Investments Mohnish Pabrai's Portfolio. Mohnish Pabrai: Cloning, Learning from Charlie Munger, 100 Baggers. The current portfolio value is calculated to be $217.00 Mil. The latest quarter tends to have missing data since not all companies may have . He also talks about Francis Chou and the new 13F Cloning page on the After Dinner Investor website. 2021 is the year I finally accomplish being a shameless cloner. This company could be going through an event as a result and perhaps it is on sale and why Munger, Pabrai, another super investor Greg Alexander all bought it per the latest 13F filings for Q1 2021. However in Q3, his 13F filing showed he had sold 78% of his position, despite investors such as Charlie Munger, Guy Spier and Phil Town still being bullish on BABA. And now that he owns 2.61% of the company and less than the 5% threshold that's required for SEC […] Whalewisdom has at least 73 13F filings, 1 13D filings, and 38 13G filings Summary Holdings Ind. Mohnish Pabrai Managing Partner Pabrai Investment Funds 1250 S. Capital of Texas Highway Suite 1-520 Austin, TX 78746-6414 USA Tel: +1.512.999.7110 mp@pabraifunds.com D. 5043. 6186. Q4 2021 hedge fund letters,. Tune in for thoughtful investing and personal finance content. This is an increase of about 50% compared to his latest filing in Q1 2021. Search: Pabrai Funds 13f Sec. The semiconductor industry as a whole is taking a beating, but once supply chain issues turn around, hopefully that will be the catalyst it needs. In the latest 13f Filing we notice that his stake has increased to 258721 shares of Alibaba's ADR. investing, investors. Mason Hawkins of Southeastern Asset Management and Mohnish Pabrai of the Pabrai . Their last reported 13F filing for Q4 2021 included $216,627,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. According to the most recent 13F filing for is Pabrai Investment Fund, semiconductor company Micron is currently one of the firm's most significant positions. Mohnish Pabrai plays bridge with Charlie Munger, and he's a shameless cloner. At inception however, portfolio managers 2, 6, 8, and 9 never filed a 13F. 0001571780-21-000001.txt. Quotes "Mistakes are the best teachers. Institutional Investment Manager Filing this Report: Name: Mohnish Pabrai Address: 1220 Roosevelt Suite 200 Irvine, CA 92620-3667 Form 13F File Number: 028-11257 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all . . . Then he finishes up talking about a recent Mohnish Pabrai Q&A where he learned about the three categories Mohnish has for investments. 06 Jan 2020 Charlie turned 96 yesterday. An entrepreneur turned investor, Pabrai is the founder of the Pabrai Investments Funds and the author of The Dhandho Investor. What is Pabrai Funds 13f Sec. Download or view the fund's latest Form 13F filings. If nothing else, it's a good feeder for ideas. Meridian Contrarian Fund Updated 24 Feb 2022. In the Aquamarine Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Aquamarine Capital Management . Video Contents:-Superinvestors' Portfolios Toward The End of 2021-Warren Buffett & Berkshire Hathaway Sitting In Cash-Charlie Munger's Daily Journal . . as are Pabrai . Q4 2010 update Value investor Mohnish Pabrai is the founder and managing partner of Pabrai Investment Funds. Dalal Street, LLC has disclosed 2 total holdings in their latest 13F filing with the SEC for the portfolio date of 2021-12-31. Pabrai Investment Fund 3, Ltd. is based out of Irvine. Hi, welcome to the After Dinner Investing podcast. These 13F reports do not detail when holdings were acquired or disposed of. Christopher Davis - Clipper Fund Updated 25 Feb 2022. Thanks for listening and sharing the show. As per the latest corporate shareholdings filed, Mohnish Pabrai publicly holds 3 stocks with a net worth of over Rs. MOHNISH PABRAI Mohnish Pabrai on. That's outperformance of 474 percentage points or 1103 . So even though I was an engineering major, I took a lot of classes in the business school. FREE Breaking News Alerts from StreetInsider.com! Mohnish Pabrai's long-only equity fund has returned a cumulative 517% net to investors vs. 43% for the S&P 500 Index since inception in 2000. In Mohnish Pabrai's current portfolio as of 2021-12-31, the top 2 holdings are Micron Technology Inc (MU), Seritage Growth . Mohnish Pabrai did not add any new position to Dalal Street's holdings and did not completely sell out any position as of 31 Dec 2020. It has some discretionary assets having a value of $674,500,000 in the year 2021. as reported on their Form 13F filings. Dhando investing is all about value investing - maximum rewards with minimal risk. These are shares held by Mohnish Pabrai as per the shareholding data filed with the exchanges. How Mohnish Pabrai uses Checklist Investing. He describes what being a cloner means and how he thinks about investing, business, COVID and many other things. Fund Holdings of Filed on 2012-02-14 There's NO fund holding information found for , either the fund didn't file the SEC 13F on time, or the fund didn't hold any SEC 13F securities, or most likely, the fund didn't file the . The next 13F filings come out in about two weeks, and I've got a Mohnish Pabrai Japanese stock to look into as well. Section 13f securities can found the official list section 13f securities. Likes: 605. This is a weekly value investing podcast where host Jason Rothman talks about investing, after he eats dinner of course. View my eToro portfolio here :https://etoro.tw/3xLYVn9The Ultimate Super Investor Update 13F Filings Buffet, Munger, Spier, Pabrai, Lu, Burry + More And it's ironic that achieving the ability to think less was actually one of the most enlightened and intellectually difficult things that I've done in my life. The turnover rate is 11%. Over a lifetime the ROI is somewhere in the region of 1,667 times return. : 000000000 | State of Incorp. Reading up on 13F filings with the SEC is a great way to tap into the best minds in investing. The latest Mohnish Pabrai 13F filing has some noticeable changes and values. E-mail Address. The current portfolio value is calculated to be $217.00 Mil. Mohnish Pabrai (Trades, Portfolio), managing partner of Pabrai Investment Funds, disclosed in a regulatory filing that his 13F equity portfolio contains just two stocks as of the first quarter . 1,097.4 Cr . Download or view the fund's latest Form 13F filings. Filing Date Period Date View Export Holdings; 2022-02-14: 2021-12-31: Filing: GSheets Excel CSV: 2021-11-12: 2021-09-30: Filing . So his Seritage holding is down by 76%. I jumped on the Micron bandwagon, the company has solid growth and fundamentals. Latest 13D & 13G Filings News, Interviews, and Investor Letters Mohnish Pabrai Bio, Returns, AUM, Net Worth Mohnish Pabrai is an entrepreneur who later switched to money management. Mohnish Pabrai - Check Mohnish Pabrai Stocks News on Moneycontrol. Mohnish Pabrai's Firm Flattens Seritage Growth Properties Stake Investors should also note that the 13F filings do not give a complete picture of a firms holdings as the reports only include its. Dalal Street 13F annual report Dalal Street is an investment fund managing more than $262 million ran by Mohnish Pabrai. The largest investments include Micron Technology and Seritage Growth Pptys, together worth $219 million. Bill Nygren - Oakmark Select Fund Updated 28 Feb 2022. Managers Public filings of The Pabrai Investment Fund IV LP raised by Dalal Street LLC. The firm last filed a Form D notice of exempt offering of securities on 2021-03-17. Summary. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. Search: Pabrai Funds 13f Sec. In Mohnish Pabrai's portfolio as of 31 Dec 2020, the top 2 holdings are (MU) MICRON TECHNOLOGY INC (66.33%), (SRG) SERITAGE GROWTH PROP- A REIT (33.67%). Dalal Street 13F annual report Dalal Street is an investment fund managing more than $278 million ran by Mohnish Pabrai. Latest statistics and disclosures from Mohnish Pabrai's latest quarterly 13F-HR filing: Top 5 stock holdings are WFC , Berkshire Hathaway Inc. Class B , Potash Corp. Of Saskatchewan I , TEX , Goldman Sachs Group , and represent 65.85% of Mohnish Pabrai's stock portfolio. " SEC Form 13F is a quarterly report that is filed by institutional investment managers with at least $100 million in equity assets under management. Mohnish Pabrai's Investment Fund: Latest Portfolio (13F Filing Q1 2010) (This post is part of our series on tracking hedge fund portfolios. Mohnish Pabrai's Portfolio. | Boston College 2015【C:M.P Ep.76】 3,705 views Feb 23, 2021 In this episode, Mohnish Pabrai was asked how he bounds different investors'. Dalal Street's largest holding is Micron Technology, Inc. with shares held of 1,823,812. Direct links to the EDGAR source material. An entrepreneur turned investor, Pabrai is the founder of the Pabrai Investments Funds and the author of The Dhandho Investor. Any asset manager with more than $100 million of asse . I share my highlights of the current portfolio holdings of Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, Li Lu, and Greg Alexander as of Q3 2021. A s I have written several times before, Mohnish Pabrai . To see the historical data of Dalal Street's portfolio . He ended Q3 2021 with 4.733 million shares. Mohnish Pabrai has always run a fairly-concentrated portfolio and it has worked well for him. which provides glimpse on how Mohnish Pabrai uses a checklist in his investment decisions. If you're interested in value investing, Warren Buffett, Charlie Munger, and Mohnish Pabrai, this is the investing podcast for you! Form 13F-HR Dalal Street, LLC For: Mar 31. 1,211.1 Cr . Hillman Value Fund Updated 28 Feb 2022. Complete submission text file. She has a unique method of investing where she chooses to invest in less popular stocks which then surprisingly outperform in the stock market. Value managers such as the TCI Fund, Berkshire Hathaway (NYSE:BRK.A) (NYSE: . "Arlington Value Capital, LLC Form 13F-HR, Filed May 15, 2020." Download "form13InfoTable.html." U.S. Securities and Exchange Commission. Pabrai invests primarily in . Most private fund advisers must begin filing form following the end their first fiscal year fiscal quarter applicable ending after december 2012. Dalal Street, LLC - Mohnish Pabrai - 13F Filing - 2021-03-31 13F-HR 2021-03-31 - Manager: Mohnish Pabrai All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. Shares: 303. Dhando = endeavors that create wealth. Form 13F File Number: 028-14955 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules . Despite their drawbacks, these SEC filings are generally used as a barometer of hedge fund sentiment and can be a great starting point for further research. Portfolio managers are listed mohnish pabrai. Pabrai Investment Fund 3, Ltd. (Filer) CIK: 0001571780 (see all company filings) IRS No. 04 Dec 2020 Mohnish Pabrai Presentation and Q&A with UCLA Student Investment Fund - November 5, 2020. The latest quarter tends to have missing data since not all companies may have . Pabrai and Fei Li went back to the year 2000 to test the validity of their algorithm, but they also stopped there because that's when the most managers in the portfolio, were filing 13F's (otherwise there was no way to track them). In Mohnish Pabrai's current portfolio as of 2021-12-31, the top 2 holdings are Micron Technology Inc (MU), Seritage Growth . Mohnish Pabrai on How to Use 13F Filings of Great Investors? 1The Investing with Tom Podcast. Filing Date Period Date View Export Holdings; 2022-02-14: 2021-12-31: Filing: GSheets Excel CSV: 2021-11-12: 2021-09-30: Filing . 14 February, 2022. 26 Oct 2020 Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) 13 Apr 2020 Mohnish Pabrai: A Bull's View in a Virus Shop. Cool. Mohnish Pabrai has sold more Seritage. Name. Institutional Investment Manager Filing this Report: Name: Mohnish Pabrai Address: 1220 Roosevelt Suite 200 Irvine, CA 92620-3667 Form 13F File Number: 028-11257 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all . Dolly Khanna is a well-known investor based in Chennai, India who has been consistently investing in the stock market since 1996. Mason Hawkins - Longleaf Partners Updated 28 Feb 2022. Mohnish Pabrai runs the Pabrai Investment Funds. The Dhando Investor by Mohnish Pabrai. This tells me is that he believes the on sale price for EAF is at or below $11.50 a share. The largest holding Micron Technology having 1,820,322 shares. The foundation spends $3,000 on a scholar, enabling the student to raise their annual income from $14,000 per year to over $70,000 per year in six years. Mohnish Pabrai Indirect Hard Lesson - Baker Street Capital. The latest 13F filing value that was recorded in the year 2021 was $206,334,000. I set alerts for 13F filings for Pabrai, Klarman, and the like. Related posts:Didi announces first […] What is Pabrai Funds 13f Sec. Bill Ackman - Pershing Square Capital Management Updated 07 Mar 2022. Per this fund's SEC 13F filing, WAC seems to be the only US long position it holds currently. As per the latest corporate shareholdings filed, Mohnish Pabrai publicly holds 3 stocks with a net worth of over Rs. Find details about Mohnish Pabrai Portfolio, Mohnish Pabrai Interview and more. As of 03/31/2022, below is a summary of the Aquamarine Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Aquamarine Capital Management LLC. Value Investor Mohnish Pabrai increased his stake in chinese e-commerce Giant Alibaba during the second quarter of 2021. Mohnish Pabrai: In my undergraduate studies, I was an engineering student with deep interests in business. MU) at the end of the first quarter.The position was worth around $76 million at the end of the period." data-reactid="29″>According to the firm's Q1 2020 13F, Pabrai owned 1.8 million shares in Micron Technology, Inc. (NASDAQ:MU) at the end of the first quarter.The position was worth around $76 million at the end of the period. Mohnish Pabrai Explains Why He Sold Alibaba And What We Can Learn From Buffett. Mohnish Pabrai on Micron. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Value Investor Mohnish Pabrai - The Dhandho Investor For those of you that are not familiar with Mohnish Pabrai, he is a devout disciple on the teachings by Warren Buffett and Ben Graham. If you're unfamiliar with tracking investments they disclose via SEC filings, check out our series preface on hedge fund filings .) Likes: 605. Uses the Patel family from India as a case study. These are shares held by Mohnish Pabrai as per the shareholding data filed with the exchanges. Dalal Street, LLC has disclosed 2 total holdings in their latest 13F filing with the SEC for the portfolio date of 2021-12-31. Mailing Address 1220 ROOSEVELT SUITE 200 IRVINE CA 92620. Business Address 1220 ROOSEVELT SUITE 200 IRVINE CA 92620 949.453.0609. Mohnish Pabrai is also relatively very bullish on the stock, earmarking 21.13 percent of its 13F equity portfolio to BABA. One does not learn from success. Pabrai actually estimates his ROI per student. A look under the hood of Pabrai's recent 13F filing. Mohnish Pabrai (Trades, Portfolio)'s Pabrai Investments filed its 13F report at the end of last week. Name. As aggregate interest increased, some big names have jumped into Alibaba .
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