Mohnish Pabrai made some notable changes to his portfolio at Pabrai Investments during the second quarter of 2023. The firm recently published its 13F for the second quarter of 2023. All hedge funds and investment firms with more than $100 million in assets under management must file a 13F report with the SEC within 45 trading days of the end of each calendar quarter. These filings can provide a fascinating insight into where fund managers see value and opportunity in the market, although they have drawbacks. For example, firms must only detail US equity holdings on 13F forms. That means…
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