13F filing recap · Q2 2014

What did Pabrai Investments buy in Q2 2014?

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

Stock value

$480.77M

Positions

Estimated turnover

32.5%

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

PKXPosco Holdings Inc.$72.78Mreported value+977.6K shares

Reduced positions

CHKChesapeake Energy Corporation$20.76Mreported value-2.59M shares-79.5%