Monday 15 August 2016

Dalal Street: Mohnish Pabrai Q2 2016

Dalal street, Mohnish Pabrai, imaginary logo

Mr. Mohnish has done some changes in the portfolio during the last quarter... as always nothing too radical but still.

For the previous summary please visit Dalal Street: Mohnish Pabrai Q1 2016.

The new holding was:

Aercap Holdings - An aviation leasing company that David Einhorn has been invested in since Q2 2014.

holdings, Mohnish Pabrai

Conclusion: So I started up a new one and then he also kicked out WL Ross Holdings which is a position that he started back in Q3 2014 and he added into the position until as late as Q2 2015. I am not certain that Mohnish made a lot of money on that one...

Source: SEC

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