Mohnish Pabrai
Pabrai Wagons Fund
Pabrai Wagons Fund Portfolio 13F
Mohnish Pabrai Holdings Activity
- Portfolio value:
- $103.37M≈ (+$12M≈)
- Previous value:
- $91.60M≈
- # of changes:
- 14
- New positions:
- 1
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 18 Feb 2026
Pabrai Wagons Fund has disclosed a total of 14 changes to the portfolio in the latest (2025 Q4) SEC report(s): increased the number of shares of 11, bought 1 totally new, decreased the number of shares of 1 and completely sold out 1 position(s).
What stocks is Mohnish Pabrai buying now?
In the recent quarter Mohnish Pabrai has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (RIG) Transocean Ltd (added shares +2.16%), (RYGYF) REYSAS GAYRIMENKUL YATIRIM O (added shares +29.04%), (VAL) Valaris Ltd (added shares +22.60%), (RYSKF) REYSAS TICARET AS (added shares +19.73%) and (PHM) PulteGroup Inc (added shares +14.47%).
What does Mohnish Pabrai invest in?
In the latest report(s) the following change has been made to the top investments: (RIG) Transocean Ltd (added shares +2.16%).
14 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
NOBLE CORP
|
new
|
+38,600
|
38,600
|
+1.05%
|
$28.24
|
+41.68%($40.01)
|
1.05%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
TAB GIDA SANAYI VE TICARET A
|
+151.09%
|
+483,500
|
803,500
|
+2.28%
|
$4.87
|
|
3.78%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
GIMAT MAGAZACILIK SANAYI VE
|
+121.51%
|
+2,117,142
|
3,859,567
|
+2.14%
|
$1.04
|
|
3.90%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Group 1 Automotive Inc
|
+62.88%
|
+3,081
|
7,981
|
+1.17%
|
$393.30
|
-12.68%($343.42)
|
3.04%
|
2024 Q1
|
≈ 2.00 years
|
|
|
|
REYSAS GAYRIMENKUL YATIRIM O
|
+29.04%
|
+2,208,921
|
9,815,921
|
+1.05%
|
$0.49
|
+43.07%($0.70)
|
4.65%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
Valaris Ltd
|
+22.60%
|
+17,400
|
94,400
|
+0.85%
|
$50.40
|
+50.38%($75.79)
|
4.60%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
REYSAS TICARET AS
|
+19.73%
|
+2,042,000
|
12,394,000
|
+0.67%
|
$0.34
|
+35.94%($0.46)
|
4.06%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
PulteGroup Inc
|
+14.47%
|
+4,450
|
35,200
|
+0.5%
|
$117.26
|
+15.14%($135.01)
|
3.99%
|
2024 Q1
|
≈ 2.00 years
|
|
|
|
AutoNation Inc
|
+14.29%
|
+2,495
|
19,950
|
+0.5%
|
$206.48
|
+4.91%($216.62)
|
3.99%
|
2023 Q4
|
≈ 2.25 years
|
|
|
|
Danaos Corp
|
+9.77%
|
+1,940
|
21,800
|
+0.18%
|
$94.18
|
+48.08%($139.46)
|
1.99%
|
2024 Q2
|
≈ 1.75 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.