13F filing recap · Q1 2018

What did Pabrai Investments buy in Q1 2018?

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

Stock value

$316.76M

Positions

Estimated turnover

31.4%

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.

Exited positions

GOOGAlphabet Inc.$47.95Mprior reported value-45.8K shares-100.0%AERAercap Holdings N.v.$42.49Mprior reported value-807.7K shares-100.0%LUVSouthwest Airlines Co.$19.70Mprior reported value-301.0K shares-100.0%