The reported value of Mohnish Pabrai's Pabrai Wagons ETF portfolio rose to about $210.6M in the 2026 Q2 filing, according to the NPORT-P filed with the SEC on August 21, 2026, up 41% from about $148.8M in the prior filing. The form marks reported positions at period-end, so the rise can come from purchases as well as from prices.
What did the 2026 Q2 filing report?
As of June 30, 2026, from the NPORT-P filed August 21, 2026.
| Before | After | |
|---|---|---|
| Reported value | $148.8M | $210.6M |
| Positions | 19 | 19 |
| Largest holding | HCC at 9.81% |
What rose, and by how much?
Mohnish Pabrai opened 1 stock position in 2026 Q2 and added to 17; it closed 1 and trimmed none.
What does the Mohnish Pabrai portfolio look like now?
Mohnish Pabrai's Pabrai Wagons ETF reported 19 stock positions in its 2026 Q2 portfolio. The total portfolio value is about $210.6M, up 41% from the prior quarter. 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. Mohnish Pabrai runs 1 other fund we track.
FAQ
How much did the reported value of Mohnish Pabrai rise?
The reported portfolio value of Mohnish Pabrai rose 41%, from about $148.8M to about $210.6M as of 2026 Q2.
Did Mohnish Pabrai buy positions or did prices rise?
The form marks reported positions at period-end, so the rise can come from purchases as well as from prices. The filing shows 1 position opened and 17 added to.
What is the largest holding of Mohnish Pabrai now?
The largest stock position of Mohnish Pabrai as of 2026 Q2 is HCC at 9.81% of the reported book.