We are live on ! Find out more
MP

Mohnish Pabrai Dalal Street

AUM $327M
1-Year Est. Return 71.47%
 

Mohnish Pabrai is the managing partner of Pabrai Investment Funds (Dalal Street) and a well-known practitioner of concentrated value investing. Heavily influenced by Warren Buffett and Charlie Munger, he favors simple businesses, high conviction, and a checklist-driven decision process. Pabrai is also an author and educator whose talks and books have made his approach popular among individual investors.

This Fund
S&P 500
This Quarter Est. Return
-4.36%
1 Year Est. Return
+71.47%
3 Year Est. Return
+92.7%
5 Year Est. Return
+28.39%
10 Year Est. Return
+378.98%
AUM
$302M
AUM Growth
-$15M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STLA icon
1
Stellantis
STLA
$20.4B
$248M 82.06%
13,109,310
– –
RACE icon
2
Ferrari
RACE
$76.7B
$54.2M 17.94%
398,138
– –

Similar funds

TAFW
Tred Avon Family Wealth Easton, Maryland $327M AUM 24.59% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $327M AUM 19.49% 1-Year Est. Return
WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $327M AUM 30.12% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Mohnish Pabrai's Q2 2018 Portfolio in Review

As of Q2 2018, Mohnish Pabrai held 2 positions worth $302M, down 4.7% from $317M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2018: portfolio turnover was 0%. Mohnish Pabrai opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 100% of assets, unchanged from a quarter earlier.

  • Mohnish Pabrai's ten largest holdings make up 100% of its $302M portfolio in Q2 2018.
  • Mohnish Pabrai opened 0 new positions and closed 0 in Q2 2018.
  • Mohnish Pabrai's portfolio value fell 4.7% quarter-over-quarter to $302M.

Based on Dalal Street's 13F filing for Q2 2018, filed 13 Aug 2018.