13F filing recap · Q4 2012

What did Pabrai Investments buy in Q4 2012?

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

Stock value

$333.12M

Positions

Estimated turnover

8.9%

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

GMGeneral Motors Company$15.51Mreported value+1.24M shares

Increased positions

CHKChesapeake Energy Corporation$52.45Mreported value+172.2K shares+5.8%ZINCQHorsehead Holding Corp$21.39Mreported value+255.2K shares+13.9%

Reduced positions

GMGeneral Motors Company$60.07Mreported value-199.9K shares-8.8%GSThe Goldman Sachs Group, Inc.$25.11Mreported value-2.0K shares-1.0%