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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
+13.49%
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
$271M
AUM Growth
+$9.95M
Cap. Flow
-$19.5M
Cap. Flow %
-7.18%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
MU icon
Micron Technology
MU
+$1.63M

Top Sells

Rank Stock Value
1
EAF icon
GrafTech
EAF
+$13.8M
2
STLA icon
Stellantis
STLA
+$7.33M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 44.69%
2 Technology 36.25%
3 Industrials 19.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STLA icon
1
Stellantis
STLA
$20.4B
$121M 44.69%
8,250,711
-506,752
-6% -$7.33M
MU icon
2
Micron Technology
MU
$1.09T
$98.3M 36.25%
1,828,076
+34,141
+2% +$1.63M
EAF icon
3
GrafTech
EAF
$178M
$51.7M 19.07%
445,013
-109,697
-20% -$13.8M

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Mohnish Pabrai's Q4 2019 Portfolio in Review

As of Q4 2019, Mohnish Pabrai held 3 positions worth $271M, up 3.8% from $261M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Mohnish Pabrai withdrew a net $19.5M in Q4 2019, reducing 2 holdings. Its largest reduction was GrafTech, cutting an estimated $13.8M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 45% of assets, up from 43% a quarter earlier, followed by Technology and Industrials.

Against the trend, Mohnish Pabrai added an estimated $1.63M to Micron Technology.

  • Mohnish Pabrai added most to Micron Technology in Q4 2019, an estimated $1.63M increase.
  • Mohnish Pabrai's biggest Q4 2019 reduction was GrafTech, cutting an estimated $13.8M.
  • Mohnish Pabrai's ten largest holdings make up 100% of its $271M portfolio in Q4 2019.
  • Mohnish Pabrai opened 0 new positions and closed 0 in Q4 2019.
  • Mohnish Pabrai's portfolio value rose 3.8% quarter-over-quarter to $271M.

Based on Dalal Street's 13F filing for Q4 2019, filed 13 Feb 2020.