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Mohnish Pabrai · quarter digest

What Mohnish Pabrai did in Q2 2025

Pabrai Investment Funds filed 3 moves in Q2 2025: 1 new, 2 add, 0 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q6. Philosophy: Heads I win, tails I don't lose much. Cloning the best.

New positions · 1

Fresh money

ANAUTONATION INC
NEW·4.5% book·+5
Adds · 2

Adding to conviction

VALVALARIS LTD
ADD +32%·29.2% book·+2
AMRALPHA METALLURGICAL RESOUR I
ADD +11%·19.1% book·+17
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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.

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