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← Mohnish Pabrai

Mohnish Pabrai's 2025Q4 portfolio

Mohnish Pabrai (Dalal Street LLC / Pabrai Investment Funds) held 3 positions as of Dec 31, 2025, with the largest position at 39.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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 Dec 31, 2025 (3)

  1. 1HCCWarrior Met Coal Inc
    % port
    39.5%
    +5.5pp vs prior Qnow 39.9%
  2. 2RIGTransocean Ltd
    % port
    27.8%
    +5.1pp vs prior Qnow 32.0%
  3. 3AMRAlpha Metallurgical Resource
    % port
    27.0%
    +1.1pp vs prior Qnow 28.1%

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.