Mohnish Pabrai's portfolio — Pabrai Investment Funds

Value investor modeled on Buffett and Munger, holding a handful of deeply discounted stocks.

Pabrai Investment Funds's 13F filing for Q2 2026 lists 4 stocks worth $327M, led by HCC, RIG, AMR. That quarter it opened 1 new positions, added to 0, reduced 2 and sold out of 0.

Top holdings, Q2 2026

  1. HCC WARRIOR MET COAL INC — $142M (43.3% of the portfolio)
  2. RIG TRANSOCEAN LTD — $99.7M (30.5% of the portfolio)
  3. AMR ALPHA METALLURGICAL RESOUR I — $85.3M (26.1% of the portfolio)
  4. KSPI KASPI KZ JSC — $147K (0.0% of the portfolio)

Every position in Pabrai Investment Funds's 13F filing · All famous investors · What they hold in common