Mohnish Pabrai's Pabrai Wagons ETF bought 5.63M shares more of GIMAT MAGAZACILIK SANAYI VE (GMTAS) in 2026 Q2, according to the NPORT-P filed with the SEC on August 21, 2026, a 52% increase in the share count. Mohnish Pabrai now holds 16.6M shares worth about $16.1M, 7.65% of the portfolio against 4.37% a quarter earlier.
What did the 2026 Q2 filing report for GMTAS?
As of June 30, 2026, from the NPORT-P filed August 21, 2026.
| Before | After | |
|---|---|---|
| Shares | 10.9M | 16.6M |
| Shares added | +5.63M (52%) | |
| Reported value | $6.5M | $16.1M |
| Portfolio weight | 4.37% | 7.65% |
| Rank in portfolio | 5th of 19 |
How much did Mohnish Pabrai add to GMTAS?
Mohnish Pabrai added 5.63M shares of GMTAS during 2026 Q2, taking the stake from 10.9M to 16.6M. The reported value of the position rose by about $9.6M, from about $6.5M to about $16.1M.
Where does GMTAS sit in the Mohnish Pabrai portfolio?
GMTAS ranks 5th of 19 stock positions in the Mohnish Pabrai portfolio at 7.65%, above the fund's average stock position of 5%. The largest stock position is HCC at 9.81%. Next come RIG at 9.59% and EDEL at 8.83%. The three largest stocks together are 28.23% of the book. The GMTAS addition was the 6th largest of the quarter's 19 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Mohnish Pabrai reported 19 stock positions, with 1 opened and 1 closed. The total portfolio value is about $210.6M, up 41% from the prior quarter. Mohnish Pabrai runs 1 other fund we track.
How long has Mohnish Pabrai held GMTAS?
Mohnish Pabrai first reported GMTAS in the quarter ended September 30, 2025. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 183%. Every reported trade is on the Mohnish Pabrai GMTAS trade history page.
FAQ
How many GMTAS shares did Mohnish Pabrai buy in 2026 Q2?
Mohnish Pabrai added 5.63M shares of GMTAS, a 52% increase, to 16.6M shares.
What is the GMTAS position of Mohnish Pabrai worth now?
The GMTAS position of Mohnish Pabrai is worth about $16.1M at June 30, 2026 prices, 7.65% of the portfolio.
Is GMTAS a top holding of Mohnish Pabrai?
GMTAS ranks 5th of 19 stock positions in the Mohnish Pabrai portfolio, at 7.65%.