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Focused investors/Mohnish Pabrai

Mohnish Pabrai - Pabrai Investments

As of Q2 2026, Mohnish Pabrai reported 4 long-equity positions worth $326.75M in aggregate.

Copy-investor backtest

Latest quarter
-5.07%
1-year
+47.29%
3-year
+66.28%
5-year
+14.70%
3-year vs S&P 500
-7.73%
5-year vs S&P 500
-59.21%
5-year top 5
+14.70%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-05-07 from SEC 13F data.

Live quotes available for 5 of 6 rows. Rows without a quote are marked unavailable.

1HCCWARRIOR MET COAL INC34.00%Add +0.0%1,799,831$114.54M$63.6452w: $38.00 - $75.15; reported $63.64
2AMRALPHA METALLURGICAL RESOUR I25.91%Add +15.6%532,000$87.3M$164.0952w: $97.41 - $255.04; reported $164.09
3RIGTRANSOCEAN LTD22.64%New24,442,332$76.26M$3.1252w: $1.97 - $4.74; reported $3.12
4VALVALARIS LTD15.44%Reduce -43.4%1,066,255$52M$48.7752w: $27.15 - $57.45; reported $48.77
5NENOBLE CORP PLC2.01%Reduce -86.2%239,000$6.76M$28.2852w: $17.40 - $37.99; reported $28.28
6ANAUTONATION INC-Sold0$0No quoteNo quote