| Enlightened-American: Mohnish Pabrai Q1 2008 13F-HR Filing | |||||||||
| Quarter Ending 03/31/2008 | Back to the Enlightened American Website | ||||||||
| Mohnish Pabrai | |||||||||
| ***** NEW POSITIONS TAKEN | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| BERKSHIRE HATHAWAY B | 288 | $4,472.22 | $1,288,000 | ||||||
| LEAR CORP. | 298,693 | $25.91 | $7,739,000 | ||||||
| WELLCARE HEALTH PLANS | 297,179 | $38.95 | $11,575,000 | ||||||
| SEARS HOLDINGS CALL OPT | 2,500 | $13.20 | $33,000 | ||||||
| ***** SOLD OFF | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| UNIVERSAL STAINLESS & ALLOY | 33,843 | $35.58 | $1,204,000 | ||||||
| N/A | N/A | ***** HOLD POSITIONS | |||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| 0.00% | -9.63% | CRYPTOLOGIC LTD. | 1,483,694 | 1,483,694 | $15.86 | $17.55 | $23,531,000 | $26,039,000 | |
| 0.00% | -60.00% | DELTA FINANCIAL CORP. | 900,002 | 900,002 | $0.02 | $0.05 | $18,000 | $45,000 | |
| 0.00% | -3.52% | HARVEST NAT RES INC. | 5,712,701 | 5,712,701 | $12.06 | $12.50 | $68,895,000 | $71,409,000 | |
| 0.00% | 17.91% | MDC HOLDINGS INC. | 140,901 | 140,901 | $43.79 | $37.14 | $6,170,000 | $5,233,000 | |
| ***** AUGMENTED POSITIONS | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| 1.36% | -29.67% | 75,000 | ABX HOLDINGS, INC. | 5,592,678 | 5,517,678 | $2.94 | $4.18 | $16,442,000 | $23,064,000 |
| 1500.00% | -6.07% | 15 | BERKSHIRE HATHAWAY A | 16 | 1 | $133,375.00 | $142,000.00 | $2,134,000 | $142,000 |
| 470.72% | -11.13% | 1,703,996 | COMPUCREDIT CORPORATION | 2,065,997 | 362,001 | $8.87 | $9.98 | $18,325,000 | $3,613,000 |
| 0.73% | -42.75% | 23,700 | PINNACLE AIRLINES CORP. | 3,268,602 | 3,244,902 | $8.73 | $15.25 | $28,535,000 | $49,485,000 |
| 0.27% | 0.04% | 1,397 | SEARS HOLDINGS CORP | 517,607 | 516,210 | $102.09 | $102.05 | $52,842,000 | $52,679,000 |
| 0.00% | -15.76% | 1 | STAMPS.COM INC. | 502,169 | 502,168 | $10.26 | $12.18 | $5,152,000 | $6,116,000 |
| 195.00% | -39.97% | 46,800 | PINNACLE AIRLINES CALL OPT | 70,800 | 24,000 | $1.20 | $2.00 | $85,000 | $48,000 |
| ***** REDUCED POSITIONS | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| -1.16% | 0.34% | -3,649 | FAIRFAX FINL HLDNGS LTD | 310,516 | 314,165 | $287.10 | $286.13 | $89,149,000 | $89,892,000 |
| -4.17% | -10.55% | -78,200 | TERNIUM S.A. | 1,797,644 | 1,875,844 | $35.88 | $40.11 | $64,499,000 | $75,240,000 |
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