13F filing recap · Q4 2013

What did Pabrai Investments buy in Q4 2013?

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

Stock value

$543.92M

Positions

Estimated turnover

5.6%

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.

Increased positions

GMGeneral Motors Company$137.09Mreported value+653 shares+0.0%ZINCQHorsehead Holding Corp$102.66Mreported value+1.26M shares+24.9%

Reduced positions

BACBank of America Corp$115.23Mreported value-101.0K shares-1.3%GSThe Goldman Sachs Group, Inc.$18.94Mreported value-35.0K shares-24.7%