PSH Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 16, 2025	Pabrai Wagons Fund	8.0%	-	BRK/A, FI, IBKR, PSH, SCHW, SF, SOFI	Buybacks, Margin Of Safety, Replacement cost, Spin-Offs, Value Investing	The Pabrai Wagons Fund focuses on concentrated value investing inspired by Buffett and Munger, circling around high-conviction holdings with long runways. Its portfolio includes undervalued, cash-flowing businesses in India, Türkiye, and the U.S., such as Edelweiss, TAV Airports, and Alpha Metallurgical. The fund emphasizes disciplined capital allocation, buybacks, and margin of safety at fractions of replacement cost.	TAVHL TI EDEL IN RIG US AMR US	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
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BSD Shareholders of PSH

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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Letters With This Ticker

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BSD Shareholders of PSH

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