Latticework
← Mohnish Pabrai

Mohnish Pabrai's 2025Q3 portfolio

Mohnish Pabrai (Dalal Street LLC / Pabrai Investment Funds) held 3 positions as of Sep 30, 2025, with the largest position at 34.0% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2025 (3)

  1. 1HCCWarrior Met Coal Inc
    % port
    34.0%
    +3.6pp vs prior Qnow 39.9%
  2. 2AMRAlpha Metallurgical Resource
    % port
    25.9%
    +6.9pp vs prior Qnow 28.1%
  3. 3RIGTransocean Ltd
    % port
    22.6%
    now 32.0%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.