13F filing recap · Q1 2025

What did Pabrai Investments buy in Q1 2025?

Reported stock-position changes between this filing and the previous one.

Stock value

$234.82M

Positions

Estimated turnover

71.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Pabrai Investments opened new positions in Valaris Limited and Noble Corporation Plc, exited Consol Energy Inc, slightly added to Warrior Met Coal, Inc., and trimmed Alpha Metallurgical Resources, Inc.

New positions

VALValaris Limited$56.05Mreported value+1.43M shares NENoble Corporation Plc$40.97Mreported value+1.73M shares

Increased positions

HCCWarrior Met Coal, Inc.$85.88Mreported value+94.9K shares+5.6%

Reduced positions

AMRAlpha Metallurgical Resources, Inc.$51.93Mreported value-72.6K shares-14.9%

Exited positions

CEIXConsol Energy Inc$63.47Mprior reported value-595.0K shares-100.0%