Mohnish Pabrai Portfolio - Stockpickr! Your Source for Stock Ideas

Mohnish Pabrai

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Date updated:11-17-2009

As of 9-30-2009 filing.

New positions: IBKR
Sold out positons: CRESW
Added to positions: POT, TEX, BPO, WFC, BRK-B, CRESY
Reduced positions: LUK, HNR, PNCL, TX

Monish Pabrai is a value investor noted for the similarity of his approach to that of his mentor Warren Buffet and his superior returns. Pabrai manages over $340 Million in his Pabrai Fund and according to his latest marketing documents has returned an annualized 28.6% (after fees) since inception in 1999.

Here are his holdings as of September 30, 2009.

HNR
Harvest Nat Res I
$5.90
-5.75%
$6.22

10.63% of portfolio. Position was decreased by -0.51%.

People owning HNR also tend to own: AEOS CHKP CRYP PAYX TCHC TRLG FDC

TheStreet.com Rating: No Rating What is this?

TX
Ternium S.a. Ads
$31.49
+0.61%
$31.39

10.52% of portfolio. Position was decreased by -36.85%.

People owning TX also tend to own: ATSG BPO BRK-B CRESW CRESY FFH GS

TheStreet.com Rating: D+ What is this?

POT
Potash Cp Saskatc
$113.17
-0.54%
$112.04

9.93% of portfolio. Position was increased drastically by 110.78%.

People owning POT also tend to own: ABK BBD CFC DE FCX FRE FWLT

TheStreet.com Rating: B- What is this?

TCK
Teck Resources Cl
$34.87
0.00%
$N/A

9.89% of portfolio. Position was unchanged.

People owning TCK also tend to own: AEM AGU DNN NLS POT RCI SU

TheStreet.com Rating: C What is this?

BPO
Brookfield Ptys C
$11.53
-0.43%
$11.42

7.82% of portfolio. Position was increased by 11.11%.

People owning BPO also tend to own: AGYS GRA LVS MPEL ORBT UBS ADAT

TheStreet.com Rating: C What is this?

FFH
Fairfax Finl Hld
$360.75
0.00%
$N/A

7.10% of portfolio. Position was unchanged.

People owning FFH also tend to own: AOC CHK CMCSK CX DELL DIS DISCA

TheStreet.com Rating: B What is this?

BRK-B
Berkshire Hath Hl
$3450.00
-0.06%
$3450.1001

6.56% of portfolio. Position was increased by 1.03%.

People owning BRK-B also tend to own: AEG AZ ING INTC OPA.V ORCL SDA

TheStreet.com Rating: No Rating What is this?

CRESY
Cresud S.a.c.i.f.
$13.61
0.00%
$N/A

6.37% of portfolio. Position was increased by 0.77%.

People owning CRESY also tend to own: APC APP AUY AVNX BMD CBI COLM

TheStreet.com Rating: C- What is this?

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Q. I am a studetn about to graduate...

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A. Long term investment considerations: 20%
in OIH ETF; 10% in GDX ETF and 10% in
GDXJ (Van Eck Jr Gold Mining) ETF . . .
If your grandparents were thoughtful
enough to provide you with funds to
become actively involved in the
trading/investing world, communicate
with them on a regular basis in order to
compare their point of view/insight with
other reliable sources . . . including
those reflected on Online School @
http://www.onlineschools.org/2009/10/22/
100-best-blogs-for-future-investors/
and ValueWiki @
http://blog.valuewiki.com/2007/02/26/top
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Be open/flexible, resourceful, and
pursue due diligence (research). Best of
luck.