Mohnish Pabrai
Pabrai Wagons Fund
Pabrai Wagons Fund Portfolio 13F
Mohnish Pabrai Holdings Activity
- Portfolio value:
- $59.17M≈ (+$13M≈)
- Previous value:
- $46.31M≈
- # of changes:
- 21
- New positions:
- 3
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 29 May 2025
Pabrai Wagons Fund has disclosed a total of 21 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 15, bought 3 totally new, decreased the number of shares of 1 and completely sold out 2 position(s).
What stocks did Mohnish Pabrai buy in 2025 Q1?
During 2025 Q1 Mohnish Pabrai has bought 18 securities out of which top 5 purchases (by % change to portfolio) were (EDEL) EDELWEISS FINANCIAL SERVICES (added shares +157.18%), (TAVHF) TAV HAVALIMANLARI HOLDING AS (added shares +43.68%), (HCC) Warrior Met Coal Inc (added shares +92.73%), (RYSKF) REYSAS TICARET AS (added shares +259.48%) and (VAL) Valaris Ltd (new buy).
What did Mohnish Pabrai invest in during 2025 Q1?
In the 2025 Q1 report(s) the following changes have been made to the top investments: (EDEL) EDELWEISS FINANCIAL SERVICES (added shares +157.18%), (TAVHF) TAV HAVALIMANLARI HOLDING AS (added shares +43.68%), (HCC) Warrior Met Coal Inc (added shares +92.73%), (RYSKF) REYSAS TICARET AS (added shares +259.48%) and (VAL) Valaris Ltd (new buy).
21 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Tidewater Inc
|
new
|
+55,600
|
55,600
|
+3.97%
|
$42.27
|
+77.37%($74.98)
|
3.97%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
NOBLE CORP
|
new
|
+101,600
|
101,600
|
+4.07%
|
$23.70
|
+65.40%($39.20)
|
4.07%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Valaris Ltd
|
new
|
+66,000
|
66,000
|
+4.38%
|
$39.26
|
+93.02%($75.78)
|
4.38%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
REYSAS TICARET AS
|
+259.48%
|
+4,111,182
|
5,695,568
|
+3.17%
|
$0.46
|
+0.78%($0.46)
|
4.40%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
MONGOLIAN MINING CORP
|
+247.25%
|
+1,800,000
|
2,528,000
|
+2.12%
|
$0.70
|
+30.73%($0.91)
|
2.97%
|
2024 Q1
|
≈ 1.25 years
|
|
|
|
REYSAS GAYRIMENKUL YATIRIM O
|
+204.61%
|
+1,847,897
|
2,751,033
|
+1.26%
|
$0.40
|
+73.62%($0.70)
|
1.87%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
EDELWEISS FINANCIAL SERVICES
|
+157.18%
|
+7,557,000
|
12,365,000
|
+13.34%
|
$1.04
|
|
21.83%
|
2024 Q3
|
≈ 0.75 years
|
|
|
|
Warrior Met Coal Inc
|
+92.73%
|
+53,600
|
111,400
|
+4.32%
|
$47.72
|
+65.27%($78.86)
|
8.98%
|
2023 Q4
|
≈ 1.50 years
|
|
|
|
TAV HAVALIMANLARI HOLDING AS
|
+43.68%
|
+415,600
|
1,367,000
|
+4.48%
|
$6.38
|
-13.18%($5.54)
|
14.74%
|
2023 Q4
|
≈ 1.50 years
|
|
|
|
Toll Brothers Inc
|
+42.86%
|
+6,420
|
21,400
|
+1.15%
|
$105.59
|
+45.55%($153.68)
|
3.82%
|
2024 Q2
|
≈ 1.00 year
|
|
* 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.