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

Related episodes:

Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund

https://youtu.be/dr75eoQRvcY

Mohnish Pabrai’s New Fund Buys EBAY & These Stocks

https://youtu.be/dnM_AoC6mzI

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.