Quarter Ending 6/30/2011 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
N/A N/A BROOKFIELD RESIDENTIAL PROPERTI 241,573 $9.92 $2,396,000
N/A N/A HARVEST NATURAL RESOURCES 71,401 $11.04 $788,000
*****  SOLD OFF
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A INTERNATIONAL COAL GROUP, 2,483,970 $11.30 $28,069,000
N/A N/A TEREX CORP 345,186 $37.04 $12,786,000
*****  HOLD POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
0.00% 8.80% BROOKFIELD PROPERTIES 2,359,266 2,359,266 $19.28 $17.72 $45,487,000 $41,806,000
0.00% -8.38% CAPITALSOURCE INC. 2,813,141 2,813,141 $6.45 $7.04 $18,145,000 $19,804,000
0.00% -10.27% CRESUD S A C I F Y A 1,286,361 1,286,361 $16.24 $18.10 $20,891,000 $23,283,000
0.00% -21.88% HORSEHEAD HLDG CORP. 1,357,498 1,357,498 $13.32 $17.05 $18,082,000 $23,145,000
0.00% -21.04% PINNACLE AIRLINES CORP. 1,985,902 1,985,902 $4.54 $5.75 $9,016,000 $11,419,000
0.00% -3.29% POTASH CORP. 994,854 994,854 $56.99 $58.93 $56,697,000 $58,627,000
0.00% -11.51% WELLS FARGO & CO. 374,415 374,415 $28.06 $31.71 $10,506,000 $11,873,000
0.00% 12.74% BROOKFIELD INFRASTRUCTURE 1,769,760 1,769,760 $25.05 $22.22 $44,332,000 $39,324,000
*****  AUGMENTED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
198.91% -7.39% 6,566 BERKSHIRE HATHAWAY 9,867 3,301 $77.43 $83.61 $764,000 $276,000
108.21% -16.08% 119,971 GOLDMAN SACHS GROUP INC. 230,835 110,864 $133.09 $158.60 $30,722,000 $17,583,000
9.95% -4.96% 6,400 POSCO 70,701 64,301 $108.63 $114.29 $7,680,000 $7,349,000
108.34% -17.80% 15,306 WTS WELLS FARGO & CO. 29,434 14,128 $9.31 $11.33 $274,000 $160,000
*****  REDUCED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
-12.86% -18.93% -182,464 AIR TRANSPORT SERVICES 1,235,936 1,418,400 $6.85 $8.45 $8,466,000 $11,985,000