Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q4 2023. There have been some additions to the portfolio, including adding Occidental Petroleum stock. Did Pabrai “shameless clone” this stock from Warren Buffett himself?
Timestamps:
00:14 Pabrai Wagons Fund investor updates
02:15 Portfolio recap, December 2023 - 20 stock portfolio
04:24 Pabria Wagons Fund, March 2024 top 10 holdings
07:10 Individual stock additions, close up - 4 new stocks
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