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P
Pabrai
Dalal Street LLC
Latest 13F: Q1 2026
Filed May 14, 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
2
Decreased
1
Total Value
$422.9M
Sector Allocation
Latest Trades (Quarter-over-Quarter Changes)
| ACTION | SYMBOL | NAME | SHARES CHG | VALUE | WEIGHT % |
|---|---|---|---|---|---|
| DECREASED | RIG | TRANSOCEAN LTD |
-6,647,461
avg ~$6.63
·
~$44.1M
|
$135.2M | 32.0% |
| SOLD | VAL | -459,098 | -- | -- | |
| INCREASED | AMR | ALPHA METALLURGICAL RESOUR I |
+36,738
avg ~$205.27
·
~$7.5M
|
$119.0M | 28.1% |
| INCREASED | HCC | WARRIOR MET COAL INC |
+11,000
avg ~$93.15
·
~$1.0M
|
$168.7M | 39.9% |
| SOLD | NE | -- | -- | -- |
Full Holdings (3 positions)
| SYMBOL | NAME | SHARES | VALUE | WEIGHT % | ACTION |
|---|---|---|---|---|---|
| HCC | WARRIOR MET COAL INC |
1,810,831
$93.15/sh
cost $55.15 (+68.9%)
|
$168.7M | 39.9% | INCREASED |
| RIG | TRANSOCEAN LTD |
20,392,672
$6.63/sh
cost $3.22 (+105.9%)
|
$135.2M | 32.0% | DECREASED |
| AMR | ALPHA METALLURGICAL RESOUR I |
579,738
$205.27/sh
cost $218.92 (-6.2%)
|
$119.0M | 28.1% | INCREASED |