Mohnish Pabrai's Pabrai Wagons ETF bought 2.87M shares more of Transocean Ltd (RIG) in 2026 Q2, according to the NPORT-P filed with the SEC on August 21, 2026, a 227% increase in the share count. Mohnish Pabrai now holds 4.13M shares worth about $20.2M, 9.59% of the portfolio against 5.62% a quarter earlier.
What did the 2026 Q2 filing report for RIG?
As of June 30, 2026, from the NPORT-P filed August 21, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.26M | 4.13M |
| Shares added | +2.87M (227%) | |
| Reported value | $8.4M | $20.2M |
| Portfolio weight | 5.62% | 9.59% |
| Rank in portfolio | 2nd of 19 |
How much did Mohnish Pabrai add to RIG?
Mohnish Pabrai added 2.87M shares of RIG during 2026 Q2, taking the stake from 1.26M to 4.13M. The reported value of the position rose by about $11.8M, from about $8.4M to about $20.2M.
Where does RIG sit in the Mohnish Pabrai portfolio?
RIG ranks 2nd of 19 stock positions in the Mohnish Pabrai portfolio at 9.59%, above the fund's average stock position of 5%. The RIG addition was the largest of the quarter's 19 position changes by percent change to portfolio. 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. 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 RIG?
Mohnish Pabrai first reported RIG 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 7%. Every reported trade is on the Mohnish Pabrai RIG trade history page.
FAQ
How many RIG shares did Mohnish Pabrai buy in 2026 Q2?
Mohnish Pabrai added 2.87M shares of RIG, a 227% increase, to 4.13M shares.
What is the RIG position of Mohnish Pabrai worth now?
The RIG position of Mohnish Pabrai is worth about $20.2M at June 30, 2026 prices, 9.59% of the portfolio.
Is RIG a top holding of Mohnish Pabrai?
RIG ranks 2nd of 19 stock positions in the Mohnish Pabrai portfolio, at 9.59%.