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Mohnish Pabrai · quarter digest

What Mohnish Pabrai did in Q1 2025

Pabrai Investment Funds filed 5 moves in Q1 2025: 2 new, 1 add, 1 trim, 1 exit.

13F filed 2025-05-15. Manager quality score: q6. Philosophy: Heads I win, tails I don't lose much. Cloning the best.

New positions · 2

Fresh money

VALVALARIS LTD
NEW·23.9% book·+11
NOBLENOBLE CORP PLC
NEW·17.4% book·+4
Adds · 1

Adding to conviction

HCCWARRIOR MET COAL INC
ADD +6%·36.6% book·+13
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Trims · 1

Taking chips off

AMRALPHA METALLURGICAL RESOUR I
TRIM -15%·22.1% book·+13
Exits · 1

Closed positions

CEIXCONSOL ENERGY INC NEW
EXIT·0.0% book·+3
Current top holdings

Mohnish Pabrai’s book, latest snapshot

#TickerWeight
1MU
Micron Technology
24.6%
2STLA
Stellantis
21.3%
3BABA
Alibaba
18.4%
4GOOG
Alphabet
9.7%
5FCAU
Brookfield Reins.
6.5%
Other quarters for Mohnish Pabrai

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.