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Portfolio (Quarterly) Guide ↗

Pabrai Investments

· CIK 0001549575
13F Portfolio $402M AUM 4 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 4 New 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HCC WARRIOR MET COAL INC Energy 1,799,831.0 $158.7M 39.47% NEW $88.17 -2.6%
2 RIG TRANSOCEAN LTD Energy 27,040,133.0 $111.7M 27.78% NEW $4.13 +67.3%
3 AMR ALPHA METALLURGICAL RESOUR I Energy 543,000.0 $108.5M 27.00% NEW $199.88 -10.1%
4 VAL VALARIS LTD Energy 459,098.0 $23.1M 5.75% NEW $50.40 +104.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 100.0%