13F filing recap · Q1 2012

What did Pabrai Investments buy in Q1 2012?

Reported stock-position changes between this filing and the previous one.

Stock value

$324.75M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

BACBank of America Corp$71.79Mreported value+7.50M shares CCitigroup Inc$66.06Mreported value+1.81M shares GSThe Goldman Sachs Group, Inc.$62.95Mreported value+506.1K shares TEXTerex Corporation$49.83Mreported value+2.21M shares POTPotash Corporation of Saskatchewan Inc$36.23Mreported value+793.0K shares ZINCQHorsehead Holding Corp$20.96Mreported value+1.84M shares CSECapitalsource Inc$14.28Mreported value+2.16M shares PNCLPinnacle Airlines Corp$2.65Mreported value+1.96M shares