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

VALVALARIS LTD

ADD +32%·29.2% book·+2

AMRALPHA METALLURGICAL RESOUR I

ADD +11%·19.1% book·+19

Current top holdings

#	Ticker	Weight	Conviction
1	MU Micron Technology	24.6%	+22
2	STLA Stellantis	21.3%	−1
3	BABA Alibaba	18.4%	+25
4	GOOG Alphabet	9.7%	−1
5	FCAU Brookfield Reins.	6.5%	0

Other quarters for Mohnish Pabrai

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