Mohnish Pabrai
Pabrai Wagons Fund
Pabrai Wagons Fund Portfolio 13F
Mohnish Pabrai Holdings Activity
- Portfolio value:
- $78.96M≈ (+$20M≈)
- Previous value:
- $59.17M≈
- # of changes:
- 17
- New positions:
- 0
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 28 Aug 2025
Pabrai Wagons Fund has disclosed a total of 17 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 14, decreased the number of shares of 2 and completely sold out 1 position(s).
What stocks did Mohnish Pabrai buy in 2025 Q2?
During 2025 Q2 Mohnish Pabrai has bought 14 securities out of which top 5 purchases (by % change to portfolio) were (EDEL) EDELWEISS FINANCIAL SERVICES (added shares +16.80%), (TAVHF) TAV HAVALIMANLARI HOLDING AS (added shares +39.43%), (HCC) Warrior Met Coal Inc (added shares +44.10%), (RYGYF) REYSAS GAYRIMENKUL YATIRIM O (added shares +170.66%) and (RYSKF) REYSAS TICARET AS (added shares +59.44%).
What did Mohnish Pabrai invest in during 2025 Q2?
In the 2025 Q2 report(s) the following changes have been made to the top investments: (EDEL) EDELWEISS FINANCIAL SERVICES (added shares +16.80%), (TAVHF) TAV HAVALIMANLARI HOLDING AS (added shares +39.43%), (HCC) Warrior Met Coal Inc (added shares +44.10%), (RYGYF) REYSAS GAYRIMENKUL YATIRIM O (added shares +170.66%) and (RYSKF) REYSAS TICARET AS (added shares +59.44%).
17 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
REYSAS GAYRIMENKUL YATIRIM O
|
+170.66%
|
+4,694,967
|
7,446,000
|
+2.96%
|
$0.50
|
+40.43%($0.70)
|
4.70%
|
2024 Q4
|
≈ 0.75 years
|
|
|
|
REYSAS TICARET AS
|
+59.44%
|
+3,385,432
|
9,081,000
|
+1.67%
|
$0.39
|
+18.57%($0.46)
|
4.47%
|
2024 Q4
|
≈ 0.75 years
|
|
|
|
Alpha Metallurgical Resources Inc
|
+45.84%
|
+8,710
|
27,710
|
+1.24%
|
$112.48
|
+28.82%($144.90)
|
3.95%
|
2023 Q4
|
≈ 1.75 years
|
|
|
|
Warrior Met Coal Inc
|
+44.10%
|
+49,130
|
160,530
|
+2.85%
|
$45.83
|
+72.08%($78.86)
|
9.32%
|
2023 Q4
|
≈ 1.75 years
|
|
|
|
TAV HAVALIMANLARI HOLDING AS
|
+39.43%
|
+539,000
|
1,906,000
|
+4.53%
|
$6.64
|
-16.61%($5.54)
|
16.04%
|
2023 Q4
|
≈ 1.75 years
|
|
|
|
AutoNation Inc
|
+26.63%
|
+3,110
|
14,790
|
+0.78%
|
$198.65
|
+9.23%($216.98)
|
3.72%
|
2023 Q4
|
≈ 1.75 years
|
|
|
|
Tidewater Inc
|
+26.08%
|
+14,500
|
70,100
|
+0.85%
|
$46.13
|
+62.53%($74.98)
|
4.10%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
PulteGroup Inc
|
+23.11%
|
+5,200
|
27,700
|
+0.69%
|
$105.46
|
+26.88%($133.81)
|
3.70%
|
2024 Q1
|
≈ 1.50 years
|
|
|
|
Toll Brothers Inc
|
+19.63%
|
+4,200
|
25,600
|
+0.61%
|
$114.13
|
+34.66%($153.68)
|
3.70%
|
2024 Q2
|
≈ 1.25 years
|
|
|
|
NOBLE CORP
|
+18.31%
|
+18,600
|
120,200
|
+0.63%
|
$26.55
|
+47.65%($39.20)
|
4.04%
|
2025 Q1
|
≈ 0.50 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.