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Dalal Street (Mohnish Pabrai)

What Dalal Street (Mohnish Pabrai) held at the end of Q2 2026, from its 13F filed on 2026-08-13, against Q1 2026. US-listed shares only. Its filings at the SEC ›

Value
$326.75M
Q2 2026
Positions
4
shares, no options
Top 10
100%
of the portfolio
Changes
+1 / −2
1 new, 0 sold out

Holdings at the end of Q2 2026

CompanyShare of portfolioSharesValueChange
HCCWARRIOR MET COAL INC 43.32% 1,744,050 $141.55M Reduced 4%
RIGTRANSOCEAN LTD · REGISTERED SHS 30.53% 20,398,659 $99.75M Unchanged
AMRALPHA METALLURGICAL RESOUR I 26.11% 517,194 $85.31M Reduced 11%
KSPIKASPI KZ JSC · SPONSORED ADS 0.05% 1,702 $147,461 New

Two years of filings

QuarterPositionsValueFiled
2026-06-304 positions $326.75M2026-08-13
2026-03-313 positions $422.89M2026-05-14
2025-12-314 positions $402.04M2026-02-13
2025-09-305 positions $336.86M2025-11-13
2025-06-305 positions $271.60M2025-08-13
2025-03-314 positions $234.82M2025-05-14
2024-12-313 positions $253.44M2025-02-13
2024-09-305 positions $246.90M2024-11-13

How to read it

A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.