13F filing recap · Q1 2021

What did Pabrai Investments buy in Q1 2021?

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

Stock value

$262.04M

Positions

Estimated turnover

26.5%

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

BABAAlibaba Group Holding Limited$38.28Mreported value+168.8K shares

Reduced positions

MUMicron Technology, Inc.$136.90Mreported value-268.3K shares-14.7%SRGSeritage Growth Properties$86.85Mreported value-31 shares-0.0%