Pabrai funds 13f 7. Multiplies the most Pabrai is an accomplished Indian-American investor and the founder of Pabrai Investment Funds. Mohnish Pabrai (Trades, Portfolio), the Managing Partner of Pabrai Investment Funds, is renowned for his focused value investing approach. Search ⚲ List of Funds: Boston Firms: Boston Hedge Funds: Cornell Alumni Firms: CalPERS Portfolio: NYSCRF Portfolio: Latest Filings: User Guide: Regulatory AUM vs AUM: View 13F filing holders of Pabrai Wagons Fund-Retail Class. Fintel ® Login; Features PREMIUM; Quant Models; Options Flow; Dividend Calendar; Short Squeeze Data; Institutional Ownership; Insider Trading; Analyst Estimates; Alerts; Custom Dashboard; Regulatory Filings; Fintel Workbench; Pre-Built Screens; API & Developer Hub; PLANS; Who Mohnish Pabrai's long-only equity fund has returned a cumulative 517% net to investors vs. equities the value investor owned at the end of March 2021, and one major investment in particular really stood out to me Mohnish Pabrai: Austin, TX: 05-13-2022 [Signature] [City, State] [Date] Report Type (Check only one. The minimum investment is $2. Returns are presented net of all fees and expenses, include the reinvestment of income and are calculated using a simple rate of return. Pabrai mentioned that Private funds were down as much as 60-70% in the Great Financial Crisis of 2008-2009. 0% DOW -0. Mohnish Pabrai operates as an investment advisor. WAGNX. He was born in 1964 in India and did his degree at Clemson University. Recommended Posts. The investment style can be described as unleveraged long-only focused value investing. a. It invests primarily in smaller companies, those with a market cap in the half-billion-dollar range, that are out of favor which tends to run a concentrated portfolio with 10-20 names. Stock Holdings page. Here's a good real world tracker to follow or invest alongside Pabrai, based on quarterly 13f reporting. The securities discussed do not represent all Their last reported 13F filing for Q3 2024 included $6,921,988,610 in managed 13F securities and a top 10 holdings concentration of 39. AzValor - Quarterly Letters. Expenses. Dhandho Funds is the Advisor to the Pabrai Wagons Fund. 531% => Mohnish Pabrai. 07 / 0. Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic. Charles Schwab: You can buy institutional class shares (WGNIX) of the Pabrai Wagons Fund on Schwab by selecting the “All-In-One Trade Ticket” option under the Trade heading in your Schwab account. 6 million was added to the various funds by new and existing partners. Search | SP500 0. The process is bolstered by the firm's retention rate of the firm's portfolio managers, which is 100% over the available data period SEC Filings include 13F quarterly reports, 13D/G events and more. 04 - 0. This week we’ll take a look at Before you invest in the Pabrai Wagons Fund, please refer to the Statutory Prospectus and Summary Prospectus for important information about the investment company, including investment objectives, risks, charges and Mohnish Pabrai - Mohnish Pabrai assets under management (13F Holdings), latest news, 13D/G filings, and investor letters provided by Insider Monkey 22 Jan 2022 The Wall Street Lab Interview with Mohnish Pabrai - Value Investing, Great Compounders, Lessons from Warren Buffett & Charlie Munger. 22 Dec 2021 Mohnish Pabrai on why he sold Alibaba. $1 billion in private partnership and mutual fund (the Pabrai Wagons Fund) assets through Dhandho Funds and its affiliated advisor, Dalal Street LLC. 74; Today's Change 0. 0 MM Sold) Fund: Dhandho Funds is the Advisor to the Pabrai Wagons Fund. 32%. Hopefully my post was seen for the tongue in cheek’ness that I intended. By Parsad August 14, 2009 in General Discussion. The current market value of his portfolio is $232,830,310 with a top 10 holdings concentration of 100%. As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents. 38; Today's Change-0. Founder/CEO of TransTech, Inc. 999. Honestly, I haven’t looked at global markets much and it’s probably obvious from my post that I am a U. Session at the Boston College (Carroll School of Management) - November 7, 2019 Transcript . 4: Dhandho India ZERO FEE Fund Offshore Ltd: 28. -listed common stock holdings as of the end of June, the fund Whenever I hear Mohnish Pabrai is doing something, I ask how I can take the other side In a previous comment OP says that Pabrai is taking the position in metallurgical coal companies as a required input into the production of steel A Google search reveals that SSAB had developed a technology that replaces metallurgical coal with hydrogen. Disclosure. (Guanghua School of Mgmt. Location West Lake Hills, TX CIK 0001549575 All SEC filings View on sec. Martin Capital Management - Frank Martin Letters. Profile. As of March 2022, the fund has posted an annualized gain of 11. However, the book I am Mohnish Pabrai Portfolio Dalal Street LLC Depot Verpasse keine Transaktion. This week we’ll take a look at superinvestor Mohnish Pabrai (06-30-2024). SPY from Jan 1999 to March 2022 => Annualized S&P 500 Return (Dividends Reinvested) = 7. P. Financial institutions were a In the third quarter, according to Pabrai Funds' 13F filing, the value investor reduced his holding in Fiat by around 32% across his funds, reducing the stake to 8. 37%; Data delayed at least 15 minutes, as of Jan 10 2025. The SEC filings include form 13F, 13D/G, Form4 and N-PORT. $1 billion in private partnership and mutual fund (the Pabrai Wagons Fund) assets through Dhandho Funds and its affiliated Mohnish Pabrai investments, portfolio stocks buys / sells 13F - investments, list of top holdings, new positions, stock picks Mohnish Pabrai Holdings (Stock Buys/Sells) - Dalal Street Portfolio 13F -- select an option -- In December 2017, I co-authored an article in Forbes about The "Free Lunch" Portfolio, a strategy to invest in 15 stocks across Uber Cannibals, Shamelessly Cloned Ideas and Spin-Offs. 07 Dec 2021 Mohnish Pabrai’s Q&A session with students at the University of Georgia. That is, a given fund must be at an all time Track the investment portfolios and stock holdings of famous hedge funds and insiders including Warren Buffet, George Soros, and many more. Mohnish Pabrai’s Q&A Session with Students at Clemson University - Jan 27, 2021. Top 10 Holdings. The SEC filings include Mohnish Pabrai; Firm: Dhandho Funds LLC: Address: 4407 Bee Cave Road Suite 513 West Lake Hills, TX 78746-6496: Source: Associated Funds; Dhandho Funds LLC: Dhandho India ZERO FEE Fund LP: 43. You can use 2:1 leverage on that fund, beat the market by a mile and still have less volatility than the market. 03 million PIF3: $2. More Find Funds and ETFs. 9 MM Sold) Fund: Hedge Fund: Phone: 5129997110 The Pabrai Wagons Fund (Institutional share: “WGNIX;” Retail share: “WAGNX”) was launched on September 29, 2023. Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. SSAB Am 1. Mohnish founded Pabrai Investment Funds in 1999. Detailed Profile of PABRAI INVESTMENT FUND 3, LTD. In a 2019 GuruFocus interview, Pabrai highlighted his strategy of investing in markets like India, Turkey, and South Korea, which he believed offered superior Mohnish Pabrai, Pabrai Mohnish. Download or view the fund's latest Form 13F filings. According to the second-quarter 13F report for Mohnish Pabrai (Trades, Portfolio)s Pabrai Investments, which details the firms U. On September 29, 2023, Mr. Hope it helps. Aum/Mkt Cap. His "heads I win, tails I don't Pabrai Wagons Fund Institutional Class + Add to watchlist + Add to portfolio. Their last reported 13F filing for Q3 2024 included What is Mohnish Pabrai's portfolio? Dalal Street has disclosed a total of 5 security holdings in their (2024 Q3) SEC 13F filing(s) with portfolio value of $246,895,462. WhaleIndex. 8 million shares and making it List of Funds: Boston Firms: Boston Hedge Funds: Cornell Alumni Firms: CalPERS Portfolio: NYSCRF Portfolio: Latest Filings: User Guide: Regulatory AUM vs AUM: LP Portfolios: Related Firms : Build a Portfolio: Comprehensive Search: Pabrai Investment Fund 3 Ltd; Firm: Dalal Street LLC Fund # 805-5999627120: CIK # 0001571780: Sale: 2002-02-01 ($127. 37,2% vor Fees). Pabrai said in a 2019 interview with GuruFocus that he had moved the majority of his funds into India, Turkey and South Korea where he was finding much better opportunities. portfolio of holdings. * Reported Price is the price of the Heatmaps of the top 13f holdings and a list of the largest trades made by Dalal Street, the hedge fund managed by Mohnish Pabrai. 7110 mp@pabraifunds. PABRAI INVESTMENT FUND 2, L. 2023 Annual Report. Dann kam die Finanzkrise und mit ihr der große Einbruch im Portfolio: Zwischen dem 1. After all, this is a Mohnish founded the Pabrai Investment Funds (PIF) in 1999. Pabrai Wagons Fund Retail Class. Reply reply PrefersDigg The Pabrai Wagons Fund (the “Fund”) seeks to achieve long-term capital appreciation. View the latest funds and 13F holdings. His portfolio narrative consists of understanding what it takes to make wise investments by studying data carefully before making decisions. Entity Type Limited Partnership CIK 0001571785 All SEC Filings View on sec. Capital of Texas Highway, Suite 1-520, Austin, Texas 78746 | 1-888-472-9734 | Proprietary and Confidential. Session with students at London Last Updated on Jul 27, 2023 by Vyshakh. . Long-only, public equities. Seeks to invest in durable, growing businesses with robust Pabrai Investments, an investment fund managed by Mohnish Pabrai, disclosed 5 security holdings in their SEC 13F filing for the third quarter of 2024, with a total portfolio value of The latest 13F hedge fund activity and institutional ownership for AMR, showing biggest buyers/sellers of Alpha Metallurgical Resour I. Home | Sign Up | Log In. To see the size of a fund's holdings, you don't look at the 13F. Pabrai is known for his focus on simplicity in investing, emphasizing the importance of finding high-quality businesses with durable competitive advantages and Pabrai Investment Funds is a group of focused value funds managed by Mohnish Pabrai. 13F Fund Performance Mohnish Pabrai operates as an investment advisor. The funds are highly concentrated in a few securities that Mr. The position data is based on filings submitted for the quarter ended September 2021. Mohnish Pabrai. Clarification? Clarification? Can someone please clarify how to read this? Can I invest in pabrai funds? Li's Himalaya reported a holding in Alibaba on its 13F in the first quarter of 2020 before it disappeared in the second quarter. 150 / -1. Portfolio 5 Optionen 0 Performance. equity holdings. What stocks does Mohnish Pabrai own? Portfolio holdings of Mohnish Pabrai - Pabrai Investments. The funds do not engage in shorting stocks or delve into any sort of futures or derivatives (put/call options etc. 7k Share Dhandho Funds is the Advisor to the Pabrai Wagons Fund. Mohnish Pabrai Articles. Parsad. 69%; Data delayed at least 15 minutes, as of Jan 06 2025. Mohnish Pabrai is a well-known personality in the world of the stock market. 30, Pabrai established a position in Brookfield Asset Management Inc. Whalewisdom has at least 103 13F filings, 49 13D filings, 277 13G filings, and 1 Form 4 filings Mohnish Pabrai is an investor who has a net worth of $120 million. Q3 2021 hedge fund letters, conferences and more. Hillhouse Capital - Lei Zhang. We hope the Retail Share Class (WAGNX) will be made available too, but we have no visibility on Dhandho Funds is an investment firm founded by Mohnish Pabrai. Help Pabrai Mohnish is based out of Buffalo Grove. PIF2 The Management fees charged by The Pabrai Funds are strictly performance-based. The portfolio has just two stocks currently: Fiat Chrysler and Ferrari. Add to watchlist; Add to portfolio; Price (USD) 11. -based portfolio makes up a small portion of the fund’s total Dalal Street, LLC - 13F-HR Filing - Mohnish Pabrai - 2020-12-31 . Pabrai Wagons Fund Retail Class + Add to watchlist + Add to portfolio. Alle; Mining, Quarrying, and Oil and Gas Extraction ($202 Millionen) Transportation and Warehousing ($3,64 Millionen) Management of Companies and Enterprises ($0) Finance and Insurance ($0) Real Estate and WAGNX Portfolio - Learn more about the Pabrai Wagons Retail investment portfolio including asset allocation, stock style, stock holdings and more. 5: Dhandho Junoon Offshore Ltd: 5. Mohnish is an ardent disciple of Warren Buffett, and closely follows his principles of value investing and capital allocation. : 000000000 | State of Incorp. Pabrai, who has a penchant for smaller, undervalued companies, maintains a The Pabrai Investment Funds were inspired by the original 1950s Buffett Partnerships and are a close replica of the original Buffett Partnership Rules. WGNIX. Mohnish Pabrai Presentation and Q&A with UCLA Student Mohnish Pabrai speaks about his ~$800M fund, but his 13F filings only show two holdings. -based portfolio makes up a small portion of the fund’s total assets Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. N/A fund company . If you can safely use 4x+ leverage (like many of bridgewaters investors do) without insane downside volatility, that’s the objective Pabrai Wagons Fund Retail Class + Add to watchlist + Add to portfolio. Soros Fund Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 2,123,000. He was born in Bombay (Mumbai), India, on June 12, 1964. He is not just famous for his profitable investment portfolio and high net Pabrai Wagons Fund Instl (WGNIX) Individual (WAGNX) Instl (WGNIX) Fund WGNIX Price as of: JAN 03, 05:00 PM EST $11. Yeah the all weather funds might only do 8% annualized returns, but they do it with 2-3% volatility. Pabrai Funds 2024 Annual Meeting Presentation (Presentation is password protected – use “Munger” to view) Pabrai Funds 2023 Annual By Devesh Shah . Reply reply Mohnish Pabrai is known for his successful cloning strategy where he would study and emulate Warren Buffett and Charlie Munger. DoubleLine - Jeffrey Gundlach. Backtest and clone investor portfolios. Pabrai Wagons Fund Institutional Class. Multiplies the most Past performance is not indicative of future results. Hedge Fund Whale Backtesting and search tools . As of 01/03/2025 Price. 8: Detailed Profile of PABRAI INVESTMENT FUND 2, L. 6%. Cyber Monday Sale: Up to 60% OFF CLAIM OFFER. Does Li Lu own Alibaba? Li Lu Alibaba Group Holding Ltd - ADR The first Alibaba Group Founded in Q2 of 2005 by Mohnish Pabrai, Pabrai Investment Funds is a hedge fund manager based in Texas. ABOUT THE PABRAI WAGONS FUND. com Mohnish Pabrai operates as an investment advisor. 00 per share. The Pabrai Funds does not employ any leverage or any sort of margin borrowing. According to the 13F filing for the three months ended Sept. Mohnish Pabrai's WhaleWisdom tracks 13F, Schedule 13D, and 13G EDGAR filings by hedge funds. Investors should be aware 13F filings do not SEC Filings include 13F quarterly reports, 13D/G events and more. Value of Pabrai Investment Funds’ 13F Position: $115 million (Q4 2013) Stock Performance Since Q4 2013: +98. Holdings . Featured. Dalal Street LLC - Assets, Funds, Holdings . 60%; 1 Year change +8. Use our fund screener to discover other asset Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. Hedge Funds Largest Buys. PABRAI INVESTMENT FUNDS: 2024-09-30 2004-12-31 WEST LAKE HILLS TX United States 78746-6496 Created with Highcharts 9. 02 - 0. , along with Dhandho Holdings Offshore Ltd. 13F Fund Performance The Pabrai Investment Funds (PIF) were inspired by the original 1950s Buffett Partnerships and are a close replica of the original Buffett Partnership Rules. 55 - $0. Login. 3%. Free Sign-up Login 7-Day Free Trial Home Homepage Membership Levels About Us General Discussion Complete Stock List The book Membership Data Coverage Founder's Message Free Trial Referral Program Partner Program GuruFocus After selling his IT business for $6 million in 2000, Pabrai launched Pabrai Investment Funds, an investment firm modeled after Buffett's investment partnerships. The fund Pabrai Wagons Fund), and separately managed account assets through Dhandho Funds and its affiliated advisor, Dalal Street LLC. Disclosure Dhandho Funds LLC | 1250 S. Watchlists Ideas Screener Data Explorer Charts Saved Work. Use our fund screener to discover other asset Pabrai has long since moved the majority of his investment funds to the Asia region as per his own admission, and the SEC only requires holdings to be reported on the 13F form if they are listed Insights from the Value Investing Maven's Latest 13F Filing. 13F Data. Moreover, his United States-based portfolio makes up a small portion of the Our quarterly 13F roundup for high-profile hedge funds. ) 13F Form 13F File Number: Name: 1 Dhandho Funds LLC One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. NOMAD - Nick Sleep. N/A Snapshot. 2: Dhandho Junoon LP: 8. Pricing Other. The returns generated above 6% are split in a 3:1 ratio between investors and fund management (Dalal Street, LLC. 82 - $0. SEC Filings include 13F quarterly reports, 13D/G events and more. Dalal Street, Llc's total AUM, top 10 holdings, average holding period, and turnover. Pabrai started the Pabrai Wagons Fund (WAGNX/WGNIX), a ‘40 Act mutual fund, offering retail investors a vehicle to invest in View Mohnish Pabrai's 13F and latest holdings. DME Capital Management's largest holding is Green Brick Partners Inc with shares held of 9,467,383. and Dhandho Holdings Qualified Purchaser, L. CLAIM OFFER. Actions. In addition to sector and industry breakdowns, there are holding history and performance-related charts and tables. Sym: Pabrai Investment Fund 3, Ltd. Mohnish Pabrai’s Lecture, Q&A with students of Peking Univ. Number of Hedge Fund Shareholders (Q1 2023): 81. 9 MM Sold) Fund: Hedge Fund: Phone: 5129997110 The SEC filings include form 13F, 13D/G, Form4 and N-PORT. 13F filings are submitted quarterly to the SEC by hedge funds and other investment managers Pabrai Wagons Fund-Retail Class 13F Hedge Fund and Asset Management Owners - WhaleWisdom. 13F Portfolio Filings Most recent 13F Q3 2024. Use our fund screener to discover other asset Track the AUM, funds, and holdings for Dalal Street LLC over time. Various indices on this Mohnish Pabrai is the managing partner of Pabrai Investment Funds. And we discussed Warren Buffett’s comments on Amazon and Google during the Insights from the Latest 13F Filing Highlight Key Strategic Moves in Q3 2024. YIELD Annualized forward dividend yield. Renowned for his value investing acumen, Mohnish Pabrai (Trades, Portfolio), Managing Partner of Pabrai Investment Funds, has revealed Mohnish Pabrai (Trades, Portfolio), the Managing Partner of Pabrai Investment Funds, is renowned for his focused value investing approach. Performance. He is widely recognized for his deep value investing style, heavily influenced by Warren Buffett’s principles. Date Filed Security Types Amount Sold Diff Total Amount Sold Total Offering Amount Remaining First Sale Signed Form SEC Link; 3/12/2024 Pooled Investment Fund Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. Pabrai believes are undervalued. 04%. Still, despite this limited disclosure, Pabrai's 13F reveals which U. I've been following Pabrai for a long time and he did used to publish the performance of one of his funds but when things got rocky it went radio silent. N/A fund company. , an IT Consulting and Systems Integration company. Mohnish Pabrai (Trades, Portfolio), the Managing Partner of Pabrai Investment Funds, is renowned for his focused value investing approach, primarily targeting smaller, undervalued companies. 3 Pabrai Wagons Fund: Overview The Pabrai Wagons Fund launched on September 29, 2023 with an initial Net Asset Value (NAV) of $10. Primary Theme. These Mohnish manages a US$850+ million US-based fund called Pabrai Funds and is a hardcore Buffett disciple. In a strategic shift highlighted in his latest 13F filing Mohnish Pabrai portfolio, holdings, 13F and news. Athene Holding (ATH) FirstService (FSV) Hilton Grand Vacations (HGV) RMR Group (RMR) Vectrus (VEC) If 13F Holdings Manager holdings insights from 13Fs Fund Raise and Launches Pabrai Investment Funds manages several entities including Pabrai Investment Fund II, L. Mohnish Pabrai (Trades, Portfolio), the Managing Partner of Pabrai Investment Funds, is renowned for his focused value investment approach. You need to look at Form ADV. )–Dec. The Pabrai Wagons Fund (Institutional share: “WGNIX;” Retail share: “WAGNX”) was launched on September 29, 2023. WhaleWisdom. Collapse. December 2024 November 2024 October 2024 September 2024 August 2024 July 2024 June 2024 May 2024 April 2024 March 2024 In addition, he serves as the managing partner of the Pabrai Investment Funds which he founded in 1999. His U. RV Capital - Robert Vinall. 2% FTSE 100 0. (Check here if all holdings of this reporting manager are reported in this report. With low turnover and high conviction top holdings, Berkshire's portfolio is a popular investment model for backtesting and copying. For the quarter ended June 30, 2020, a total of $4. He's performed quite well over the last year! Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. Whalewisdom has at least 1 13D filings, 8 13G filings, and 75 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. However, as noted above, 13Fs only detail U. Dalal Street, LLC, under direction of Mohnish Pabrai has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $247 Million In a new 13G filing with the Securities and Exchange Commission, Mohnish Pabrai and his fund, Dalal Street, reported their passive position in HORSEHEAD HOLDING CORP. How do I update this listing? Summary 13D/G Comments Please visit our Tracking Mohnish Pabrai's Portfolio series for an idea on how his holdings have progressed over the years and our previous update highlighting the fund's moves during Q4 2016 Am 1. Pabrai said in a 2019 interview with GuruFocus that he had moved the majority of his funds into India, Turkey Dalal Street is a hedge fund with 6 clients and discretionary assets under management (AUM) of $798,274,634 (Form ADV from 2024-03-29). Pabrai added a large stake in BAC Mohnish Pabrai (Trades, Portfolio), the Managing Partner of Pabrai Investment Funds, is renowned for his focused value investment approach. Top 13F Holdings - WhaleWisdom. Fees and Expenses of the Fund This table describes the fees and expenses that you may pay if you buy, hold, and sell shares of the Fund. Back while I was still enamored with Pabrai I bought into an ETF that he launched that was driven by several of his systematic strategies, long story short, it was terrible. Insights into Pabrai's Latest 13F Filings and Key Portfolio Adjustments. Martin Capital - FRank Martin's Blog. 0 million The funds are currently open to all existing Pabrai investors to add funds. com Fund # 805-3344045078: CIK # 0001571785: Sale: 2000-10-01 ($116. For additional information about Dhandho Funds, please visit us. Among their holdings, we can observe that their the top five positions include companies like: Alpha Metallurgical Resources, Inc. Sign Up. Mohnish is an ardent Pabrai Funds 2024 Annual Meeting Presentation Transcript. ): X: 13F HOLDINGS REPORT. 512. Concentrated, with a target of 15 - 25 businesses. Q&A Session with Ramesh Damani and the Millennium Mams' - May 8, 2020 Transcript. 62 million in assets under management on a Dhandho Funds is the Advisor to the Pabrai Wagons Fund. For example, Mohnish Pabrai, one of my favorites, has a management company called Pabrai Investment SEC Filings include 13F quarterly reports, 13D/G events and more. As per the 13F filing of June 30, 2011, the overall value of the reported stock investments (spread over four funds) stood As of September 30, 2024, Mohnish Pabrai manages approx. Managers. März 2009 erzielte der Fonds als Resultat der Krise Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. Mohnish Pabrai Age. Mohnish Pabrai - Pabrai Investments stock picks:. 8: Pabrai Wagons Fund earns a Below Average Process Pillar rating. I also gave my thoughts on the investing environment today and how it is similar to the period when I started Pabrai Funds in 1999. Latest 13F Filings; 13F Heat Map ; 13F Trend Charts; 13F Stats; Stock 13F Stats; Stock Earnings and Events Calendar; Important Filing Dates and Holidays Thanks for your reply. Mohnish Pabrai, The Pabrai Funds: That’s an easy one. Distributions. Import To Greenlight Capital is managed by David Einhorn. Log In Sign Up Premium #1 AI Stock to Buy His stock picks for Pabrai include data from 13F quarterly reports, 13D/G beneficial ownership reports, and form 4 insider ownership change reports. >> More. 5%. -based portfolio makes up a small portion of the fund’s total The objective of Pabrai Funds is to outperform the three major stock indices – as well as outperform more than 90% of mutual and hedge fund managers. Archives. Alibaba listed in Hong Kong in the fourth quarter of 2019. ). 63; Today's Change-0. Mohnish Pabrai; Firm: Dhandho Funds LLC: Address: 4407 Bee Cave Road Suite 513 West Lake Hills, TX 78746-6496: Source: Associated Funds; Dhandho Funds LLC: Dhandho India ZERO FEE Fund LP: 43. WAGNXs portfolio and top current holdings, stock picks. Top holdings included SPY puts, SPY calls, QQQ puts, QQQ calls, and NVDA calls Today we will be going over Wagon Funds (WAGNX) run by Mohnish Pabrai. It stands to reason then that Pabrai (along with Guy Spier) would jump at the opportunity to pay for that charity lunch with Buffett. His latest 13F filing for Q4 2023 reveals strategic Pabrai Wagons Fund. Name. Pabrai ist Gründer und CEO der Pabrai Investment Funds, einer value-orientierten Investmentgesellschaft. Giverny Capital - David Poppe . They did bounce back and Mohnish Pabrai’s 13F portfolio value decreased from $386M to $317M this quarter. ADDITIONAL INFORMATION. Juli 2007 und dem 31. The Pabrai Funds Managing Partner, Mohnish Pabrai, is an ardent disciple Mohnish Pabrai Managing Partner Pabrai Investment Funds 4407 Bee Cave Road Suite 513 West Lake Hills, TX 78746-6496 USA Tel: +1. ADDITIONAL INFORMATION . We believe the key to building wealth is to: Start investing Pabrai Wagons Fund Retail Class + Add to watchlist + Add to portfolio. Mohnish Pabrai (Trades, Portfolio), the Managing Partner of Pabrai Investment Funds, is renowned for his focused value The Pabrai Wagons Fund is distributed by Quasar Distributors, LLC. Renowned for his value investing acumen, Mohnish Pabrai (Trades, Portfolio), Managing Partner of Pabrai Investment Funds, has revealed his latest investment maneuvers in the third quarter of 2023. -based portfolio makes up a small portion of the fund’s total Mohnish Pabrai portfolio, holdings, 13F and news. Compare against similar firms. Globally opportunistic. Use our fund screener to discover other asset But the 13F shows less than 15% of Pabrai Funds aggregate holdings. New investors can add funds to PIF3 and PIF4. :D8 | Fiscal Year End: 1231 Type: D | Act: 33 Fund # 805-3344045078: CIK # 0001571785: Sale: 2000-10-01 ($116. Q&A Session with Francis Chou at Harvard - April 07, 2020 Transcript. , Pabrai Investment Fund 3, Ltd. Whalewisdom has at least 181 13F filings, 45 13D filings, 238 13G filings, and 247 Form 4 filings Their last reported 13F filing for Q3 2024 included $266,378,900,503 in Mohnish Pabrai ist ein indisch-amerikanischer Investor, Unternehmer und Philanthrop, der vor allem für seine erfolgreiche Anlagestrategie und seine Nähe zu den Investmentprinzipien von Warren Buffett und Charlie Munger bekannt ist. Administrators; 12. Volatility and correlation limits leverage. That's outperformance of 474 percentage points or 1103 Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. Seeks to invest in durable, growing businesses with robust We discussed the fundamental traits of a value investor and the importance of focusing on individual companies and ignoring the market. As of 11/20/2024 Price. with a value of $113M, Consol The Pabrai Investment Funds (PIF) were inspired by the original 1950s Buffett Partnerships and are a close replica of the original Buffett Partnership Rules. (Filer) CIK: 0001571780 (see all company filings) IRS No. 91%. 3. 3, 2020. Er ist The Pabrai funds are specifically targeted toward individual investors with a long-term time horizon. The advisory services offered Berkshire's 13F holdings are often held for years and even decades at a time. 5. 17%. Its funds are structured to charge no management fee and then no incentive fee until Pabrai Wagons Fund Individual (WAGNX) Instl (WGNIX) Individual (WAGNX) Fund WAGNX Price as of: NOV 20, 05:00 PM EST $12. Claim up to 50% off and get premium data. Mohnish was the CEO of Digital Disrupters in 1999 and liquidated the Fireside Chat with Jeff Pintar & Mohnish Pabrai - May 21, 2020 Transcript. His latest 13F filing for Q4 2023 reveals strategic Dhandho Funds is the Advisor to the Pabrai Wagons Fund. According to data from January 2017, the fund held around $569. Posted August 14, 2009. -based portfolio makes up a small portion of the fund’s total Dalal Street, LLC, under direction of Mohnish Pabrai has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $247 Million distributed in 5 stocks. My yardstick is the few global funds I’m in and checking the performance of a couple of Vanguard funds. Pabrai Funds Video Fiat Chrysler Automobiles (FCAU), from Pabrai Funds Spinoffs . The Spin-Offs bucket was later As of September 30, 2024, Mohnish manages approx. 4%. Mohnish Pabrai - Mohnish Pabrai assets under management (13F Holdings listing stock ownership and transaction history) provided by Insider Monkey. ENSEMBLE CAPITAL - Pabrai Funds 13-F Pabrai Funds 13-F. The Fund is non-diversified and maintains a focused portfolio of investments. 74%; 1 Year change +5. All fees are subject to high-water marks. 32 / -2. Despite a significant portion of his investments being allocated across India, Value of Pabrai Investment Funds’ 13F Position: $81. You may pay other fees, such as brokerage commissions and other fees to financial intermediaries, which are not reflected in the table and expense example Mohnish Pabrai’s Q&A with members of The Babson College Fund (Babson College Students)– Feb 9, 2021. Pabrai Funds last Form ADV showed a portfolio size of $734 million. , and The Pabrai Investment Fund IV, L. He has written another popular book called, The Dhandho Investor . Only the Institutional Share Class (WGNIX) has been added to Schwab at this time. Founded in his home in 1990, Pabrai Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. (BAM, Financial). 43% for the S&P 500 Index since inception in 2000. 3 million (Q4 2013) Stock Performance Since Q4 2013: -15. Dhandho's mission is to help you maximize your own personal wealth - even if you never invest in any of our products or services. You can read more about the rules for 13F filings on the SEC’s website Filings are publicly available via EDGAR, but the formatting is not ideal, so I () built this site as a nicer way to view them WAGNX Portfolio - Learn more about the Pabrai Wagons Retail investment portfolio including asset allocation, stock style, stock holdings and more. In den ersten 8 Jahren des Bestehens, also bis Ende Juni 2007, erzielte der Fonds einen Return von 29,4% p. Holdings. Pabrai also serves as the Founder and Chairman of The Dakshana Foundation, a charity focused on poverty alleviation through education, and is the author of two books on value investing, The Dhandho Investor and WGNIX - Pabrai Wagons Institutional - Review the WGNIX stock price, growth, performance, sustainability and more to help you make the best investments. 2 The SEC requires institutional investment managers to file quarterly Form 13F reports that list equity assets under management. S. Pabrai is 59 years old and celebrates his Citadel Advisors LLC reported 14,115 holdings with total value $518 B as of Q3 2024. Updated: 2024-05-14. Share More sharing options Followers 0. These statements only provide a snapshot of hedge fund holdings as 13Fs do not include cash and debt holdings. nach Fees (ca. 5 million PIF4: $2. Mr. Whalewisdom has at least 100 13F filings, 97 13D filings, 202 13G filings, and 6 Form 4 filings Their last reported 13F filing for Q3 2024 included $2,402,923,277 in managed 13F securities and a top 10 holdings concentration of 74. Simplistically, the first 6% of annual returns go to investors. 27%; 1 Year change +7. GMO - Jeremy Grantham. For additional information about Dhandho Funds, As a case in point, Mr. -based portfolio makes up a small portion of the fund’s total Past performance is not indicative of future results. Holdings Value Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID; Q3 2024: 5: 246,895: AMR, CEIX, HCC, ARCH 13F-HR Insights from the Latest 13F Filing Highlight Key Strategic Moves in Q3 2024. März 2009 erzielte der Fonds als Resultat der Krise Hier sollte eine Beschreibung angezeigt werden, diese Seite lässt dies jedoch nicht zu. Updated: 2024-11-13. -based portfolio makes up a small portion of the fund’s total Usually hedge funds have a 2% management fee and 20% profit fee. 60%; Data delayed at least 15 minutes, as of Jan 07 2025. 1999 gründete Mohnish Pabrai dann Pabrai Investment Funds. tracks and analyzes hedge fund filings in real-time. My important influences have been Warren Buffett and Charlie Munger. I was introduced to Warren through reading Lowenstein’s biography Pabrai Funds - Mohnish Pabrai's Blog. 5 million, and money can only be redeemed once a year. 🚀 Enjoy a 7-Day Free Trial Thru Aug 05, 2024! . The additions on a per fund basis are: PIF2: $0. Industrie: Alle. $216 Millionen Portfolio Wert. com Insights from the Value Investing Maven's Latest 13F Filing. In the last month Mohnish buys Microsoft MSFT & Amazon AMZN Stocks. Number of Hedge Fund Shareholders (Q1 2023): 95. Research. Dhandho applies core investing principles to offer unique investment options that are smarter for the long-term investor. investor. Sign In. MU is only 12% of Pabrai Funds, not 90%+ like is commonly referenced in these posts. Filing Date Period Date View Export Holdings; 2024-11-13: 2024-09-30: Filing: GSheets Excel CSV: 2024-08-13: 2024-06-30: Filing: GSheets Excel We can search for fund and management companies to find the best-known managers using Google search. He's performed quite well over the last year! Very concentrated in 5 stocks. gov. Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. Find 13F, 13D, insider transactions and more. Not $98 million. jtjsvzw jinx ysflrk zryj snti hmvv hlo ddnqo tgb frxa