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

AMRALPHA METALLURGICAL RESOUR I

ADD +16%·25.9% book·+19

ADD +15%·24.6% book·+22

“Micron cycle bet.”

Trims · 3

TRIM -25%·21.3% book·−1

“Material Stellantis reduction.”

VALVALARIS LTD

TRIM -43%·15.4% book·+2

NOBLENOBLE CORP PLC

TRIM -86%·2.0% book·+7

Exits · 1

ANAUTONATION INC

EXIT·0.0% book·+5

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.