Mohnish Pabrai Stock Picks

Mohnish Pabrai’s Current Stock Portfolio as of Sept 30, submitted Nov 16, 2009.

Air Transport Services Group, Inc.(ATSG)
Sept 30: value $18 million, 5,393,962 shares

Berkshire Hathaway B (BRK-B)
Sept 30: value $21 million, 6,498 shares

Brookfield Properties (BPO)
Sept 30: value $26 million, 2,360,767 shares

Cresud S A C I F Y A (CRESY)
Sept 30: value $21 million, 1,632,811 shares

Fairfax Finl Hldngs Ltd
Sept 30: value $25 million, 68,812 shares

Goldman Sachs Group Inc. (GS)
Dec 31, 2008: value $9 million, 110,864 shares (lowest possible buy price: $52)
Sept 30, 2009: value $20 million, 110,864 shares

Harvest Nat Res Inc.(HNR)
Sept 30, 2009: value $29 million, 5,655,201 shares

Horsehead Hldg Corp. (ZINC)
Dec 31, 2008: value $8 million, 1,749,634 shares (lowest possible buy price: $2.27)
Sept 30, 2009: value $15 million, 1,363,498 shares

Interactive Brokers Group(IBKR)
Sept 30, 2009: value $1.8 million, 95,004 shares

Leucadia National Corp.(LUK)
Dec 31, 2008: value $15 million, 774,672 shares (lowest possible buy price: $14.31)
Sept 30, 2009: value $19 million, 791,312 shares

Pinnacle Airlines Corp (PNCL)Sept 30: value $14 million, 2,112,054 shares

Potash Corp. (POT)
Dec 31, 2008: value $11,504, 157,110 shares (lowest possible buy price: $49.60)
Sept 30, 2009: value $29 million, 324,058 shares

Teck Cominco
Sept 30: $27 million 1,006,501 shares

Terex Corp (TEX)
June 30, 2009: $5 million, 420,350 shares (lowest possible buy price: $10.54)
Sept 30, 2009: $11 million, 530,776 shares

Ternium S.A. (TX)
June 30, 2007: $49 million, 1,642,434 shares (lowest possible buy price: $26.06)
Sept 30, 2009: $29 million, 1,126,331 shares

Wells Fargo & Co.(WFC)
Mar 31, 2009: $5,283, 371,001 shares (lowest possible buy price: $8.12)
Sept 30, 2009: $10 million 374,415 shares