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·+14
Adds · 2
Adding to conviction
AMRALPHA METALLURGICAL RESOUR I
ADD +16%·25.9% book·+17
ADD +15%·24.6% book·+22
“Micron cycle bet.”
Advertisement
Remove with Pro →Trims · 3
Taking chips off
TRIM -25%·21.3% book·−6
“Material Stellantis reduction.”
VALVALARIS LTD
TRIM -43%·15.4% book·+2
NENOBLE CORP PLC
TRIM -86%·2.0% book·+7
Exits · 1
Closed positions
ANAUTONATION INC
EXIT·0.0% book·+5
Current top holdings
Mohnish Pabrai’s book, latest snapshot
Other quarters for Mohnish Pabrai
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
More by topic:Foundations