Mohnish Pabrai's top holdings (February 2026) include Warrior Met Coal Inc (HCC), a leading producer and exporter of high-quality metallurgical coal for the global steel industry.

Mohnish Pabrai is the founder and managing partner of Pabrai Investment Funds. He is known for his focused, value-oriented investment approach, often seeking out-of-favor companies that he believes are trading below their intrinsic value. His investment philosophy draws inspiration from notable value investors.

Warrior Met Coal Inc (HCC)

Warrior Met Coal Inc specializes in the mining and exporting of high-quality metallurgical coal, a crucial ingredient in steel production. The company operates mines in Alabama, serving customers across the globe. The company commands a market capitalization of $4.27 billion. Mohnish Pabrai's position in Warrior Met Coal Inc is currently valued at $160.72 million. Analysts have set a price target of $92.4 for the company, while its discounted cash flow analysis indicates a value of $171.48 per share.

Here's an overview of Mohnish Pabrai's trades in Warrior Met Coal Inc:

Transocean Ltd (RIG)

Transocean Ltd is a global provider of offshore contract drilling services for oil and gas wells. The company operates a fleet of mobile offshore drilling units, including ultra-deepwater and harsh-environment floaters, serving energy companies worldwide. With a market capitalization of $3.59 billion, Mohnish Pabrai's holding in Transocean Ltd is currently worth $121.48 million. The discounted cash flow value for Transocean is estimated at $2.2 per share, and analysts typically assign a price target of $4.67.

Here's an overview of Mohnish Pabrai's trades in Transocean Ltd:

Alpha Metallurgical Resources Inc (AMR)

Alpha Metallurgical Resources Inc is a major supplier of metallurgical coal, essential for steelmaking, to customers in various countries. The company operates numerous mines and preparation plants, primarily located in Virginia and West Virginia. This holding in Mohnish Pabrai's portfolio is currently worth $111.61 million. Alpha Metallurgical Resources Inc maintains a market cap of $2.21 billion. The company's discounted cash flow analysis suggests a value of $114.36 per share, and a consensus analyst price target is set at $205.0.

Here's an overview of Mohnish Pabrai's trades in Alpha Metallurgical Resources Inc:

Valaris Ltd (VAL)

Valaris Ltd provides offshore drilling services to the global energy industry, utilizing a diverse fleet of rigs for various exploration and production needs. Their operations span multiple continents, supporting clients in both shallow and deepwater environments. Valaris Ltd has a market capitalization of $3.86 billion, with Mohnish Pabrai's position currently valued at $61.55 million. Analysts have placed a price target of $55.33 on the company. The discounted cash flow value for Valaris is listed at -$75.83 per share.

Here's an overview of Mohnish Pabrai's trades in Valaris Ltd:

Noble Corp Plc (NE)

Noble Corp Plc offers contract drilling services for the offshore oil and gas industry globally. The company's fleet includes dynamically positioned drillships and jackup rigs designed for a range of operating environments. The current value of Mohnish Pabrai's position in Noble Corp Plc is $8.51 million. The company's market cap stands at $4.64 billion. For Noble Corp Plc, the discounted cash flow value is $34.03 per share, and analysts provide a price target of $34.0.

Here's an overview of Mohnish Pabrai's trades in Noble Corp Plc: