13F filing recap · Q4 2022

What did Pabrai Investments buy in Q4 2022?

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

Stock value

$120.56M

Positions

Estimated turnover

33.5%

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

BNBrookfield Corporation$22.41Mreported value+712.3K shares BAMBrookfield Asset Management Ltd.$5.11Mreported value+178.1K shares

Increased positions

MUMicron Technology, Inc.$93.00Mreported value+37.0K shares+2.0%

Exited positions

BAMBrookfield Corporation$7.37Mprior reported value-180.3K shares-100.0%