13F filing recap · Q1 2023

What did Pabrai Investments buy in Q1 2023?

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

Stock value

$121.27M

Positions

Estimated turnover

19.3%

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

BNBrookfield Corporation$25.18Mreported value+60.3K shares+8.5%

Reduced positions

MUMicron Technology, Inc.$96.07Mreported value-268.7K shares-14.4%

Exited positions

BAMBrookfield Asset Management Ltd.$5.11Mprior reported value-178.1K shares-100.0%