this post was submitted on 25 Nov 2025
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Mohnish Pabrai’s Stock Portfolio - Coal, oil, and rigs. Top holding? Warrior Met Coal (34%) Then Alpha Metallurgical (25.9%), Transocean (22.6%), Valaris (15.4%), Noble Corp (2.0%)

Pabrai’s not chasing tech — he’s betting on deep value and energy cycles. This is a contrarian vault built on cash flow and commodity conviction.

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