Mohnish Pabrai
Dalal Street
Mohnish Pabrai is an Indian-American businessman, investor, and philanthropist, known for his value-oriented investment philosophy. He is the founder and managing partner of Pabrai Investment Funds, which manages over $1 billion in assets. Pabrai's investment approach is heavily influenced by Warren Buffett and Charlie Munger, emphasizing the importance of thorough research and a disciplined strategy in stock selection. Dalal Street, where Pabrai operates, is synonymous with the Indian financial markets and plays a significant role in the global investment landscape. His firm is recognized for its focus on undervalued companies, particularly within the energy sector, reflecting a strategic alignment with market trends and economic cycles. Pabrai's investment decisions are characterized by a careful analysis of fundamentals, aiming to achieve long-term capital appreciation. The disclosed trading record for Mohnish Pabrai from August 13, 2024, to May 14, 2026, reveals a total of 39 disclosures, including 15 position increases, 13 reductions, and 6 exits. Notably, his largest disclosed move involved a significant position in Transocean Ltd. (RIG), valued at approximately $76.3 million. The portfolio shows a strong concentration in the energy sector, with notable investments in companies such as Alpha Metallurgical Resources, Inc. (AMR) and Warrior Met Coal, Inc. (HCC).
Latest Trades
| Company | Value | Action | Change | Price | Last Price |
|---|---|---|---|---|---|
| $135M20.4M shares | AddQ1 2026 13F | $24M | $5.63 | $5.09 | |
| $-23.1M | ExitQ1 2026 13F | $23M | $77.90 | $76.94 | |
| $119M579.7k shares | AddQ1 2026 13F | $10M | $202.65 | $145.22 | |
| $169M1.8M shares | AddQ1 2026 13F | $10M | $90.06 | $81.85 |