Mohnish Pabrai
Mostly heldDalal Street, LLC — managed by Mohnish Pabrai; US equity positions disclosed quarterly via SEC 13F
Portfolio value$422.9M
Holdings3
Latest period2026-03-31
Top holdingWARRIOR MET COAL INC
Holdings
| Security | Value | Shares | Weight |
|---|---|---|---|
| WARRIOR MET COAL INC93627C101 | $168.7M | 1,810,831 | 39.89% |
| TRANSOCEAN LTDH8817H100 | $135.2M | 20,392,672 | 31.97% |
| ALPHA METALLURGICAL RESOUR I20764106 | $119.0M | 579,738 | 28.14% |
Quarter Changes
New (0)
—
Exited (1)
VALARIS LTD$0
Added (2)
WARRIOR MET COAL INC+0.6%
ALPHA METALLURGICAL RESOUR I+6.8%
Trimmed (1)
TRANSOCEAN LTD-24.6%
Sources·SEC EDGAR 13F as of 2026-05-14