Mohnish Pabrai
Pabrai Wagons Fund
Pabrai Wagons Fund Portfolio 13F
Mohnish Pabrai Holdings Activity
- Portfolio value:
- $91.60M≈ (+$13M≈)
- Previous value:
- $78.96M≈
- # of changes:
- 19
- New positions:
- 3
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 13 Nov 2025
Pabrai Wagons Fund has disclosed a total of 19 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 13, bought 3 totally new and completely sold out 3 position(s).
What stocks did Mohnish Pabrai buy in 2025 Q3?
During 2025 Q3 Mohnish Pabrai has bought 16 securities out of which top 5 purchases (by % change to portfolio) were (EDEL) EDELWEISS FINANCIAL SERVICES (added shares +0.90%), (TAVHF) TAV HAVALIMANLARI HOLDING AS (added shares +4.88%), (HCC) Warrior Met Coal Inc (added shares +5.46%), (MOGLF) MONGOLIAN MINING CORP (added shares +54.98%) and (AMR) Alpha Metallurgical Resources Inc (added shares +9.96%).
What did Mohnish Pabrai invest in during 2025 Q3?
In the 2025 Q3 report(s) the following changes have been made to the top investments: (EDEL) EDELWEISS FINANCIAL SERVICES (added shares +0.90%), (TAVHF) TAV HAVALIMANLARI HOLDING AS (added shares +4.88%), (HCC) Warrior Met Coal Inc (added shares +5.46%), (MOGLF) MONGOLIAN MINING CORP (added shares +54.98%) and (AMR) Alpha Metallurgical Resources Inc (added shares +9.96%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
TAB GIDA SANAYI VE TICARET A
|
new
|
+320,000
|
320,000
|
+1.98%
|
$5.66
|
|
1.98%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
GIMAT MAGAZACILIK SANAYI VE
|
new
|
+1,742,425
|
1,742,425
|
+1.61%
|
$0.85
|
|
1.61%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Transocean Ltd
|
new
|
+1,155,000
|
1,155,000
|
+3.93%
|
$3.12
|
+62.87%($5.08)
|
3.93%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
First American Funds Inc - Treasury Obligations Fund
|
+299.64%
|
+3,483,798.46
|
4,646,478.69
|
+3.8%
|
$1.00
|
0.00%($1.00)
|
5.07%
|
2023 Q4
|
≈ 2.00 years
|
|
|
|
MONGOLIAN MINING CORP
|
+54.98%
|
+1,192,000
|
3,360,000
|
+2.08%
|
$1.60
|
-43.16%($0.91)
|
5.87%
|
2024 Q1
|
≈ 1.75 years
|
|
|
|
Asbury Automotive Group Inc
|
+30.93%
|
+2,753
|
11,653
|
+0.73%
|
$244.45
|
-5.39%($231.27)
|
3.11%
|
2023 Q4
|
≈ 2.00 years
|
|
|
|
Danaos Corp
|
+19.21%
|
+3,200
|
19,860
|
+0.31%
|
$89.81
|
+55.28%($139.46)
|
1.95%
|
2024 Q2
|
≈ 1.50 years
|
|
|
|
AutoNation Inc
|
+18.02%
|
+2,665
|
17,455
|
+0.64%
|
$218.77
|
-0.98%($216.62)
|
4.17%
|
2023 Q4
|
≈ 2.00 years
|
|
|
|
Toll Brothers Inc
|
+14.06%
|
+3,600
|
29,200
|
+0.54%
|
$138.14
|
+12.02%($154.75)
|
4.40%
|
2024 Q2
|
≈ 1.50 years
|
|
|
|
REYSAS TICARET AS
|
+14.00%
|
+1,271,000
|
10,352,000
|
+0.49%
|
$0.35
|
+31.55%($0.46)
|
3.96%
|
2024 Q4
|
≈ 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.