Pabrai
Q2 2026 versus Q1 2026: 1 bought, 1 added to, 2 reduced, 0 sold. By dollars, the largest buy was Kaspi Kz Jsc, $147,461 more at the quarter-end price; the largest sale Alpha Metallurgical Resour I, $10.3M less. Net, $15.6M more sold than bought. What every tracked investor did in Q2 2026.
Every move, largest first
| Ticker | Issuer | Move | Shares Q1 2026 → Q2 2026 | Bought / sold | Of the portfolio | Weight now | Price vs model |
|---|---|---|---|---|---|---|---|
| AMR | Alpha Metallurgical Resour I | reduced −11% | 579,738 → 517,194 | −$10.3M | −3.16% | 26.1% | — |
| HCC | Warrior Met Coal INC | reduced −4% | 1.8M → 1.7M | −$5.4M | −1.66% | 43.3% | — |
| KSPI | Kaspi Kz Jsc | bought | — → 1,702 | +$147,461 | +0.05% | 0.0% | — |
| RIG | Transocean LTD | added +0% | 20.4M → 20.4M | +$29,276.4 | +0.01% | 30.5% | — |
Bought / sold is the change in shares × the quarter's reported price (value ÷ shares in the filing); a position sold out is priced at the quarter before, since it has no price in this one. “Of the portfolio” is that amount against this quarter's reported book.
Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.