Mohnish Pabrai - Dalal Street 13F Activity & Position Changes (Q1 2023)
According to the SEC 13F filed on May 12, 2023, the Dalal Street portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2023. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2023, the filing reported:
New Buys - None reported
Increases - Brookfield Corporation
Reductions - Micron Technology, Inc.
Complete Exits - Brookfield Asset Management Inc
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.