| Enlightened American: Mohnish Pabrai Q4 2008 13F SEC Filing | ||||||||||
| Quarter Ending 12/31/2008 | 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 | |
| N/A | N/A | CRESUD S A C I F Y A | 643,408 | $8.95 | $5,759,000 | |||||
| N/A | N/A | GOLDMAN SACHS GROUP INC. | 110,864 | $84.39 | $9,356,000 | |||||
| N/A | N/A | HORSEHEAD HLDG CORP. | 1,749,634 | $4.70 | $8,223,000 | |||||
| N/A | N/A | LEUCADIA NATIONAL CORP | 774,672 | $19.80 | $15,338,000 | |||||
| N/A | N/A | POTASH CORP. | 157,110 | $73.22 | $11,504,000 | |||||
| N/A | N/A | TECK COMINCO | 977,301 | $4.92 | $4,808,000 | |||||
| N/A | N/A | SEARS HOLDINGS CORP CALL | 2,500 | $0.40 | $1,000 | |||||
| N/A | N/A | CRESUD SA COMMERCIAL *W | 391,843 | $0.10 | $39,000 | |||||
| ***** SOLD OFF | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| N/A | N/A | JACKSON HEWITT TAX SERVICES | 114,096 | $15.34 | $1,750,000 | |||||
| N/A | N/A | MDC HOLDINGS INC. | 18,201 | $36.59 | $666,000 | |||||
| N/A | N/A | WELLCARE HEALTH PLANS INC. | 818,330 | $36.00 | $29,460,000 | |||||
| N/A | N/A | SEARS HOLDINGS CORPORATION CALL | 2,500 | $7.60 | $19,000 | |||||
| ***** HOLD POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| 0.00% | -26.03% | BERKSHIRE HATHAWAY | 16 | 16 | $96,625.00 | $130,625.00 | $1,546,000 | $2,090,000 | ||
| 0.00% | -57.51% | HARVEST NAT RES INC. | 5,712,701 | 5,712,701 | $4.30 | $10.12 | $24,565,000 | $57,813,000 | ||
| 0.00% | -51.42% | TERNIUM S.A. | 1,778,944 | 1,778,944 | $8.57 | $17.64 | $15,246,000 | $31,381,000 | ||
| ***** AUGMENTED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| ***** REDUCED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| -3.51% | -75.67% | -196,316 | AIR TRANSPORT SERVICES GROUP, I | 5,393,962 | 5,590,278 | $0.18 | $0.74 | $971,000 | $4,137,000 | |
| -93.80% | -26.90% | -3,842 | BERKSHIRE HATHAWAY | 254 | 4,096 | $3,212.60 | $4,395.02 | $816,000 | $18,002,000 | |
| -84.31% | 41.11% | -1,741,945 | COMPUCREDIT CORPORATION | 324,152 | 2,066,097 | $5.53 | $3.92 | $1,793,000 | $8,099,000 | |
| -87.01% | -58.41% | -969,512 | CRYPTOLOGIC LTD. | 144,695 | 1,114,207 | $2.29 | $5.50 | $331,000 | $6,128,000 | |
| -81.22% | -4.59% | -250,797 | FAIRFAX FINL HLDNGS LTD | 58,001 | 308,798 | $313.41 | $328.50 | $18,178,000 | $101,440,000 | |
| -0.88% | -57.29% | -24,285 | PINNACLE AIRLINES CORP. | 2,750,688 | 2,774,973 | $1.70 | $3.98 | $4,676,000 | $11,044,000 | |
| -18.12% | -58.43% | -93,164 | SEARS HOLDINGS CORPORATION | 420,947 | 514,111 | $38.87 | $93.50 | $16,362,000 | $48,069,000 | |
| -2.82% | -36.67% | -2,000 | PINNACLE AIRLINES CORP. Call | 68,800 | 70,800 | $0.70 | $1.10 | $48,000 | $78,000 | |
| -9.74% | 138.58% | -1,500 | WELLCARE HEALTH PLANS INC. Put | 13,900 | 15,400 | $27.27 | $11.43 | $379,000 | $176,000 | |
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