Mohnish Pabrai's Pabrai Wagons ETF bought 106K shares more of NOBLE CORP (NE) in 2026 Q2, according to the NPORT-P filed with the SEC on August 21, 2026, a 73% increase in the share count. Mohnish Pabrai now holds 251K shares worth about $9.4M, 4.45% of the portfolio against 4.78% a quarter earlier.
What did the 2026 Q2 filing report for NE?
As of June 30, 2026, from the NPORT-P filed August 21, 2026.
| Before | After | |
|---|---|---|
| Shares | 145K | 251K |
| Shares added | +106K (73%) | |
| Reported value | $7.1M | $9.4M |
| Portfolio weight | 4.78% | 4.45% |
| Rank in portfolio | 12th of 19 |
How much did Mohnish Pabrai add to NE?
Mohnish Pabrai added 106K shares of NE during 2026 Q2, taking the stake from 145K to 251K. The reported value of the position rose by about $2.3M, from about $7.1M to about $9.4M.
Where does NE sit in the Mohnish Pabrai portfolio?
NE ranks 12th of 19 stock positions in the Mohnish Pabrai portfolio at 4.45%, about 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 NE addition was the 7th 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 NE?
Mohnish Pabrai first reported NE in the quarter ended March 31, 2025. The fund sold out of the name in 2025 Q3 and came back in 2025 Q4. The weight peaked at 4.78% in 2026 Q1. The fund added to it last quarter as well, by 275%. Every reported trade is on the Mohnish Pabrai NE trade history page.
FAQ
How many NE shares did Mohnish Pabrai buy in 2026 Q2?
Mohnish Pabrai added 106K shares of NE, a 73% increase, to 251K shares.
What is the NE position of Mohnish Pabrai worth now?
The NE position of Mohnish Pabrai is worth about $9.4M at June 30, 2026 prices, 4.45% of the portfolio.
Is NE a top holding of Mohnish Pabrai?
NE ranks 12th of 19 stock positions in the Mohnish Pabrai portfolio, at 4.45%.