Pabrai / WAGN
WAGN · Pabrai Wagons · as of close Nov 2, 2026
WAGN is fully invested, led by RYGYO TI and RIG.
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
Exposure over time
The chart starts once we have five trading days for WAGN. Our daily record 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% |