Mohnish Pabrai - Pabrai Investments Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Mohnish Pabrai - Pabrai Investments - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 13 stocks with a total portfolio worth of USD 235,524,000. He bought six companies of which Berkshire Hathaway (BRK.B) and Terex (TEX) had the biggest influence to his asset allocation.