Shares: 303. Dhando = endeavors that create wealth. What is Pabrai Funds 13f Sec. : Find details about Mohnish Pabrai Portfolio, Mohnish Pabrai Interview and more. In Mohnish Pabrai's current portfolio as of 2021-12-31, the top 2 holdings are Micron Technology Inc (MU), Seritage Growth . That's outperformance of 474 percentage points or 1103 percent. Mohnish runs a fund identical to Warren Buffett's original Buffett Partnership which was the predecessor of Berkshire Hathaway. Dolly Khanna Portfolio 2022 【Stock Holdings】 - DATAROMA. A look under the hood of Pabrai's recent 13F filing. The latest quarter tends to have missing data since not all companies may have . | 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'. Bill Nygren - Oakmark Select Fund Updated 28 Feb 2022. Quotes "Mistakes are the best teachers. Over a lifetime the ROI is somewhere in the region of 1,667 times return. In the latest 13f Filing we notice that his stake has increased to 258721 shares of Alibaba's ADR. Download or view the fund's latest Form 13F filings. 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 . Video Contents:-Superinvestors' Portfolios Toward The End of 2021-Warren Buffett & Berkshire Hathaway Sitting In Cash-Charlie Munger's Daily Journal . Dalal Street, LLC has disclosed 2 total holdings in their latest 13F filing with the SEC for the portfolio date of 2021-12-31. . 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: 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. Per this fund's SEC 13F filing, WAC seems to be the only US long position it holds currently. It may also say that at this price, the company will be a Mohnish Pabrai Classic; 'PE of 1' business. Portfolio managers are listed mohnish pabrai. Complete submission text file. Meridian Contrarian Fund Updated 24 Feb 2022. Mohnish Pabrai Indirect Hard Lesson - Baker Street Capital. 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. He is on top of his game. 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%). Name. 14 February, 2022. The latest 13F filing value that was recorded in the year 2021 was $206,334,000. Dalal Street's largest holding is Micron Technology, Inc. with shares held of 1,823,812. Filing Date Period Date View Export Holdings; 2022-02-14: 2021-12-31: Filing: GSheets Excel CSV: 2021-11-12: 2021-09-30: Filing . Mohnish Pabrai: In my undergraduate studies, I was an engineering student with deep interests in business. His best. As per the latest corporate shareholdings filed, Mohnish Pabrai publicly holds 3 stocks with a net worth of over Rs. 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. Pabrai actually estimates his ROI per student. These reports are called 13F reports. 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. Pabrai invests primarily in . Shares: 303. Managers " SEC Form 13F is a quarterly report that is filed by institutional investment managers with at least $100 million in equity assets under management. 1The Investing with Tom Podcast. The firm last filed a Form D notice of exempt offering of securities on 2021-03-17. 6186. He describes what being a cloner means and how he thinks about investing, business, COVID and many other things. An entrepreneur turned investor, Pabrai is the founder of the Pabrai Investments Funds and the author of The Dhandho Investor. Likes: 605. 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. Q2 2021 13F Round-Up Mohnish Pabrai - Pabrai Investments This February 15th filing shows his share count is down to 1.137 million shares. An entrepreneur turned investor, Pabrai is the founder of the Pabrai Investments Funds and the author of The Dhandho Investor. I set alerts for 13F filings for Pabrai, Klarman, and the like. . E-mail Address. Mason Hawkins - Longleaf Partners Updated 28 Feb 2022. Mohnish Pabrai - Check Mohnish Pabrai Stocks News on Moneycontrol. He also talks about Francis Chou and the new 13F Cloning page on the After Dinner Investor website. Mohnish Pabrai is also relatively very bullish on the stock, earmarking 21.13 percent of its 13F equity portfolio to BABA. Mohnish Pabrai has been buying Alibaba stock for all of this year. . Christopher Davis - Clipper Fund Updated 25 Feb 2022. Mohnish Pabrai's Portfolio. Tune in for thoughtful investing and personal finance content. These 13F reports do not detail when holdings were acquired or disposed of. As per the latest corporate shareholdings filed, Mohnish Pabrai publicly holds 3 stocks with a net worth of over Rs. The latest Mohnish Pabrai 13F filing has some noticeable changes and values. Dhando investing is all about value investing - maximum rewards with minimal risk. Uses the Patel family from India as a case study. Form 13F is required to be filed within 45 days of the end of a calendar quarter. A s I have written several times before, Mohnish Pabrai . 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. Download or view the fund's latest Form 13F filings. "Heads I win, tails I don't lose much". Mohnish Pabrai's portfolio and holdings. Then he finishes up talking about a recent Mohnish Pabrai Q&A where he learned about the three categories Mohnish has for investments. D. 5043. Search: Pabrai Funds 13f Sec. The turnover rate is 11%. To see the historical data of Dalal Street's portfolio . The turnover rate is 11%. 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 If you're interested in value investing, Warren Buffett, Charlie Munger, and Mohnish Pabrai, this is the investing podcast for you! . Hi, welcome to the After Dinner Investing podcast. If you're unfamiliar with tracking investments they disclose via SEC filings, check out our series preface on hedge fund filings .) Most private fund advisers must begin filing form following the end their first fiscal year fiscal quarter applicable ending after december 2012. . View my eToro portfolio here :https://etoro.tw/3xLYVn9The Ultimate Super Investor Update 13F Filings Buffet, Munger, Spier, Pabrai, Lu, Burry + More In Mohnish Pabrai's current portfolio as of 2021-12-31, the top 2 holdings are Micron Technology Inc (MU), Seritage Growth . Summary. Mohnish Pabrai plays bridge with Charlie Munger, and he's a shameless cloner. I like observing these investors because they are compounding machines! Filing Date Period Date View Export Holdings; 2022-02-14: 2021-12-31: Filing: GSheets Excel CSV: 2021-11-12: 2021-09-30: Filing . Pabrai Investment Fund 3, Ltd. (Filer) CIK: 0001571780 (see all company filings) IRS No. Cool. She has a unique method of investing where she chooses to invest in less popular stocks which then surprisingly outperform in the stock market. Q4 2021 hedge fund letters,. as are Pabrai . This tells me is that he believes the on sale price for EAF is at or below $11.50 a share. Dalal Street 13F annual report Dalal Street is an investment fund managing more than $262 million ran by Mohnish Pabrai. FREE Breaking News Alerts from StreetInsider.com! Mohnish Pabrai has sold more Seritage. That's outperformance of 474 percentage points or 1103 . Mohnish Pabrai: Cloning, Learning from Charlie Munger, 100 Baggers. 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. So his Seritage holding is down by 76%. There are currently 3 companies in Pabrai's portfolio. . This is an increase of about 50% compared to his latest filing in Q1 2021. Mohnish Pabrai runs the Pabrai Investment Funds. At inception however, portfolio managers 2, 6, 8, and 9 never filed a 13F. 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 How Mohnish Pabrai uses Checklist Investing. Mason Hawkins of Southeastern Asset Management and Mohnish Pabrai of the Pabrai . 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 . 0001571780-21-000001.txt. 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. These are shares held by Mohnish Pabrai as per the shareholding data filed with the exchanges. 2021 is the year I finally accomplish being a shameless cloner. which provides glimpse on how Mohnish Pabrai uses a checklist in his investment decisions. Public filings of The Pabrai Investment Fund IV LP raised by Dalal Street LLC. The largest investments include Micron Technology and Seritage Growth Pptys, together worth $219 million. Search: Pabrai Funds 13f Sec. And now that he owns 2.61% of the company and less than the 5% threshold that's required for SEC […] It has some discretionary assets having a value of $674,500,000 in the year 2021. The latest quarter tends to have missing data since not all companies may have . I jumped on the Micron bandwagon, the company has solid growth and fundamentals. This is a weekly value investing podcast where host Jason Rothman talks about investing, after he eats dinner of course. 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 . Form 13F-HR Dalal Street, LLC For: Mar 31. 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.