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Pabrai Investment Funds (Pabrai)

CIK: 0001133219 · Filing period: 2025-12-31
Steady Compounders

Mohnish Pabrai openly copies Warren Buffett's playbook — he calls it 'shameless cloning' — and once paid $650,000 at a charity auction just to have lunch with him.

1.5×
Trust Weight
28
Positions
1
In our model
0
New
2
Increasing
0
Decreasing
26
Unchanged
In Our Model Portfolio
These holdings also appear in the Bogen Capital model
MSFT 4.3%
Recent Moves
What Pabrai Investment Funds opened, added to, or trimmed in their latest 13F — 11 position changes
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
28 positions, sorted by portfolio weight
← swipe to see all columns
# Company Ticker Sector % of Portfolio Activity Change
1 NEWMONT CORP NEM Other 7.6% — Unchanged +0%
2 AGNICO EAGLE MINES LTD — Other 6.9% — Unchanged —
3 EQT CORP — Other 6.5% — Unchanged —
4 MASTEC INC MSTR Other 6.2% — Unchanged —
5 MCKESSON CORP MCK Other 6.0% — Unchanged +0%
6 RUSH ENTERPRISES INC — Other 5.5% — Unchanged +0%
7 ROYAL GOLD INC — Other 5.3% — Unchanged +0%
8 BERKSHIRE HATHAWAY INC DEL BRK-B Other 5.2% — Unchanged +0%
9 NMI HLDGS INC — Other 5.1% — Unchanged +0%
10 APPLE INC AAPL Technology 4.6% — Unchanged +0%
11 MICROSOFT CORP MSFT Technology 4.3% ▲ Increasing +2%
12 BGC GROUP INC — Other 4.2% — Unchanged +0%
13 WABTEC — Other 3.6% — Unchanged +0%
14 ICON PLC — Other 3.6% — Unchanged +0%
15 MICROCHIP TECHNOLOGY INC. — Other 3.5% — Unchanged +1%
16 UNITED RENTALS INC — Other 3.4% — Unchanged +0%
17 SLB LIMITED — Other 3.3% — Unchanged +1%
18 TAYLOR MORRISON HOME CORP — Other 2.5% — Unchanged +1%
19 CELANESE CORP DEL CE Other 2.4% ▲ Increasing +14%
20 SPDR GOLD TR — Other 2.4% — Unchanged +0%
21 ALPS ETF TR — Other 2.2% — Unchanged -0%
22 LYONDELLBASELL INDUSTRIES N — Other 2.2% — Unchanged +1%
23 EQUINOX GOLD CORP — Other 2.0% — Unchanged +1%
24 TRAVELERS COMPANIES INC TRV Other 0.5% — Unchanged —
25 CHART INDS INC — Other 0.4% — Unchanged —
26 GE VERNOVA INC GEV Industrials 0.2% — Unchanged —
27 ENTERPRISE PRODS PARTNERS L — Other 0.2% — Unchanged —
28 RUSH ENTERPRISES INC — Other 0.1% — Unchanged —
#1 NEWMONT CORP 7.6%
NEM · Other — Unchanged
#2 AGNICO EAGLE MINES LTD 6.9%
Other — Unchanged
#3 EQT CORP 6.5%
Other — Unchanged
#4 MASTEC INC 6.2%
MSTR · Other — Unchanged
#5 MCKESSON CORP 6.0%
MCK · Other — Unchanged
#6 RUSH ENTERPRISES INC 5.5%
Other — Unchanged
#7 ROYAL GOLD INC 5.3%
Other — Unchanged
#8 BERKSHIRE HATHAWAY INC DEL 5.2%
BRK-B · Other — Unchanged
#9 NMI HLDGS INC 5.1%
Other — Unchanged
#10 APPLE INC 4.6%
AAPL · Technology — Unchanged
#11 MICROSOFT CORP 4.3%
MSFT · Technology ▲ Increasing +2%
#12 BGC GROUP INC 4.2%
Other — Unchanged
#13 WABTEC 3.6%
Other — Unchanged
#14 ICON PLC 3.6%
Other — Unchanged
#15 MICROCHIP TECHNOLOGY INC. 3.5%
Other — Unchanged
#16 UNITED RENTALS INC 3.4%
Other — Unchanged
#17 SLB LIMITED 3.3%
Other — Unchanged
#18 TAYLOR MORRISON HOME CORP 2.5%
Other — Unchanged
#19 CELANESE CORP DEL 2.4%
CE · Other ▲ Increasing +14%
#20 SPDR GOLD TR 2.4%
Other — Unchanged
#21 ALPS ETF TR 2.2%
Other — Unchanged
#22 LYONDELLBASELL INDUSTRIES N 2.2%
Other — Unchanged
#23 EQUINOX GOLD CORP 2.0%
Other — Unchanged
#24 TRAVELERS COMPANIES INC 0.5%
TRV · Other — Unchanged
#25 CHART INDS INC 0.4%
Other — Unchanged
#26 GE VERNOVA INC 0.2%
GEV · Industrials — Unchanged
#27 ENTERPRISE PRODS PARTNERS L 0.2%
Other — Unchanged
#28 RUSH ENTERPRISES INC 0.1%
Other — Unchanged
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Pabrai Investment Funds (Pabrai), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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