Mohnish Pabrai
Pabrai Wagons ETF
Pabrai Wagons ETF Portfolio 13F
Mohnish Pabrai Holdings Activity
- Portfolio value:
- $210.55M~ (+$62M~)
- Previous value:
- $148.84M~
- # of changes:
- 19
- New positions:
- 1
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 21 Aug 2026
Pabrai Wagons ETF has disclosed a total of 19 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 17, bought 1 totally new and completely sold out 1 position(s).
What stocks is Mohnish Pabrai buying now?
In the recent quarter Mohnish Pabrai has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (HCC) Warrior Met Coal Inc (added shares +41.04%), (RIG) Transocean Ltd (added shares +227.12%), (TAVHF) TAV HAVALIMANLARI HOLDING AS (added shares +48.98%), (GMTAS) GIMAT MAGAZACILIK SANAYI VE (added shares +51.53%) and (KSPI) Joint Stock Company Kaspi.kz (added shares +28.70%).
In the latest report(s) the following changes have been made to the top investments: (HCC) Warrior Met Coal Inc (added shares +41.04%), (RIG) Transocean Ltd (added shares +227.12%), (TAVHF) TAV HAVALIMANLARI HOLDING AS (added shares +48.98%) and (GMTAS) GIMAT MAGAZACILIK SANAYI VE (added shares +51.53%).
19 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
First American Funds Inc - Treasury Obligations Fund
|
new
|
+1,429,076.85
|
1,429,076.85
|
+0.68%
|
$1.00
|
0.00%($1.00)
|
0.68%
|
2026 Q2
|
~0.25 years
|
|
|
|
Transocean Ltd
|
+227.12%
|
+2,866,688
|
4,128,872
|
+6.66%
|
$4.89
|
+21.17%($5.92)
|
9.59%
|
2025 Q3
|
~1.00 year
|
|
|
|
SYGNITY SA
|
+181.87%
|
+42,020
|
65,125
|
+0.42%
|
$20.95
|
|
0.65%
|
2026 Q1
|
~0.50 years
|
|
|
|
NUVAMA WEALTH MANAGEMENT LTD
|
+116.57%
|
+299,857
|
557,092
|
+2.72%
|
$19.08
|
|
5.05%
|
2026 Q1
|
~0.50 years
|
|
|
|
NOBLE CORP
|
+73.34%
|
+106,302
|
251,237
|
+1.88%
|
$37.30
|
+24.54%($46.46)
|
4.45%
|
2025 Q4
|
~0.75 years
|
|
|
|
TAB GIDA SANAYI VE TICARET A
|
+64.48%
|
+748,272
|
1,908,719
|
+1.72%
|
$4.84
|
|
4.39%
|
2025 Q3
|
~1.00 year
|
|
|
|
REYSAS TICARET AS
|
+57.03%
|
+7,067,689
|
19,461,689
|
+1.58%
|
$0.47
|
+24.38%($0.58)
|
4.35%
|
2024 Q4
|
~1.75 years
|
|
|
|
REYSAS GAYRIMENKUL YATIRIM O
|
+56.82%
|
+5,656,863
|
15,612,784
|
+1.72%
|
$0.64
|
+36.66%($0.88)
|
4.75%
|
2024 Q4
|
~1.75 years
|
|
|
|
GIMAT MAGAZACILIK SANAYI VE
|
+51.53%
|
+5,634,550
|
16,569,895.88
|
+2.6%
|
$0.97
|
|
7.65%
|
2025 Q3
|
~1.00 year
|
|
|
|
TAV HAVALIMANLARI HOLDING AS
|
+48.98%
|
+979,173
|
2,978,173
|
+2.81%
|
$6.05
|
-8.44%($5.54)
|
8.56%
|
2023 Q4
|
~2.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".