Pabrai / WAGN
WAGN · Pabrai Wagons · as of close Nov 2, 2026
WAGN is fully invested, heaviest in other (92%).
Largest positions: RYGYO TI (14.9%), RIG (8.4%), HCC (6.8%). The top five longs are 42% of the fund.
Assets$306.2M
NAV per share since Oct 30, 2026-2.2%S&P 500 same period: -0.5% (with dividends; NAV excludes distributions)
Positions20
Big moves, last 30 days0
Invested vs cash
Share of the fund. Cash includes T-bill and ultra-short bond funds. Our daily record for WAGN starts Oct 30, 2026.
Recent big moves
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All holdings
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| Ticker | Name | Sector / asset class | Weight |
|---|---|---|---|
| RYGYO TI | Reysas Gayrimenkul Yatirim Ortakli | Other | 14.89% |
| RIG | Transocean Ltd | Energy | 8.40% |
| HCC | Warrior Met Coal Inc | Other | 6.83% |
| EDEL IN | Edelweiss Financial Services Ltd | Other | 6.24% |
| GMTAS TI | Gimat Magazacilik Sanayi Ve Ticare | Other | 5.74% |
| VAL | Valaris Ltd | Other | 5.12% |
| TAVHL TI | TAV Havalimanlari Holding AS | Other | 5.10% |
| ODL NO | Odfjell Drilling Ltd | Other | 4.82% |
| NE | Noble Corp PLC | Other | 4.74% |
| LMN CN | Lumine Group Inc | Other | 4.63% |
| CSU CN | Constellation Software Inc/Canada | Other | 4.61% |
| DAC | Danaos Corp | Other | 4.49% |
| AMR | Alpha Metallurgical Resources Inc | Other | 4.38% |
| KSPI | Kaspi.KZ JSC | Other | 4.37% |
| TOI CN | Topicus.com Inc | Other | 3.89% |
| NUVAMA IN | Nuvama Wealth Management Ltd | Other | 3.66% |
| RYSAS TI | Reysas Tasimacilik ve Lojistik Tic | Other | 3.24% |
| TABGD TI | TAB Gida Sanayi Ve Ticaret AS | Other | 2.76% |
| SGN PW | Sygnity SA | Other | 1.76% |
| OTL NO | Odfjell Technology Ltd | Other | 0.20% |