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Mohnish Pabrai · quarter digest

What Mohnish Pabrai did in Q3 2025

Pabrai Investment Funds filed 7 moves in Q3 2025: 1 new, 2 add, 3 trim, 1 exit.

13F filed 2025-11-14. Manager quality score: q6. Philosophy: Heads I win, tails I don't lose much. Cloning the best.

New positions · 1

Fresh money

RIGTRANSOCEAN LTD
NEW·22.6% book·+18
Adds · 2

Adding to conviction

AMRALPHA METALLURGICAL RESOUR I
ADD +16%·25.9% book·+13
ADD +15%·24.6% book·+20

Micron cycle bet.

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Trims · 3

Taking chips off

TRIM -25%·21.3% book·−2

Material Stellantis reduction.

VALVALARIS LTD
TRIM -43%·15.4% book·+11
NOBLENOBLE CORP PLC
TRIM -86%·2.0% book·+4
Exits · 1

Closed positions

ANAUTONATION INC
EXIT·0.0% book·+4
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.