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P
Pabrai
Dalal Street LLC
Latest 13F: Q2 2026
Filed Aug 13, 2026
Mohnish Pabrai's concentrated value fund — Buffett/Munger disciple
13F filings have a ~45-day lag. Positions may have changed since the filing date.
Positions
3
New Buys
0
Sold
2
Increased
1
Decreased
2
Total Value
$326.6M
Sector Allocation
Latest Trades (Quarter-over-Quarter Changes)
| ACTION | SYMBOL | NAME | SHARES CHG | VALUE | WEIGHT % |
|---|---|---|---|---|---|
| DECREASED | HCC | WARRIOR MET COAL INC |
-66,781
avg ~$81.16
·
~$5.4M
|
$141.5M | 43.3% |
| DECREASED | AMR | ALPHA METALLURGICAL RESOUR I |
-62,544
avg ~$164.94
·
~$10.3M
|
$85.3M | 26.1% |
| INCREASED | RIG | TRANSOCEAN LTD |
+5,987
avg ~$4.89
·
~$29,276
|
$99.7M | 30.5% |
| SOLD | VAL | -- | -- | -- | |
| SOLD | NE | -- | -- | -- |
Full Holdings (3 positions)
| SYMBOL | NAME | SHARES | VALUE | WEIGHT % | ACTION |
|---|---|---|---|---|---|
| HCC | WARRIOR MET COAL INC |
1,744,050
$81.16/sh
cost $55.15 (+47.2%)
|
$141.5M | 43.3% | DECREASED |
| RIG | TRANSOCEAN LTD |
20,398,659
$4.89/sh
cost $3.22 (+51.9%)
|
$99.7M | 30.5% | INCREASED |
| AMR | ALPHA METALLURGICAL RESOUR I |
517,194
$164.94/sh
cost $218.92 (-24.7%)
|
$85.3M | 26.1% | DECREASED |