What did Mohnish Pabrai buy in Q1 2025?

Mohnish Pabrai opened 2 new positions (VAL, NE) and added to 0 existing holdings in the Q1 2025 13F.

What did Mohnish Pabrai sell in Q1 2025?

Mohnish Pabrai exited 1 position (CEIXEUR) and trimmed 0.

What Mohnish Pabrai bought and sold in Q1 2025

In Q1 2025, Mohnish Pabrai (Dalal Street LLC / Pabrai Investment Funds) opened 2 new positions — including VAL (23.9%), NE (17.4%), exited 1 (CEIXEUR). The book stood at $235M across 4 positions, filed May 14, 2025.

2New0Added0Trimmed1Exited

Share𝕏 in

New positions (2)

VALValaris Ltd23.9% · $56M
NENoble Corp Plc17.4% · $41M

Exited (1)

CEIXEURConsol Energy Incwas 25.0% of book

Mohnish Pabrai's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q4 2024 changes

Mohnish Pabrai's full portfolio →The whole cohort in Q1 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.