# Mohnish Pabrai — Dalal Street, LLC

Source: SEC EDGAR 13F filings (CIK 0001549575).
Page URL: https://superinvestorclub.com/manager/12
Last updated: 2026-07-07T11:38:20.606Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-14), Mohnish Pabrai reported 3 long equity positions in their Dalal Street, LLC 13F filing, with a total reported value of $422.9M.

### About

Buffett-style value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | HCC | WARRIOR MET COAL INC | 1810831 | $168.7M | 39.89% | +0.6% |
| 2 | RIG | TRANSOCEAN LTD | 20392672 | $135.2M | 31.97% | -24.6% |
| 3 | AMR | ALPHA METALLURGICAL RESOUR I | 579738 | $119.0M | 28.14% | +6.8% |

## New positions this quarter (0)


## Increased positions (2)

- HCC: 1810831 shares (+0.6%), $168.7M
- AMR: 579738 shares (+6.8%), $119.0M

## Reduced positions (1)

- RIG: 20392672 shares (-24.6%), $135.2M

## Sold positions (1)

- VAL: previously held 459098 shares worth $23.1M

## Filing history (9)

- 2026-03-31 (filed 2026-05-14)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-11-13)
- 2025-06-30 (filed 2025-08-13)
- 2025-03-31 (filed 2025-05-14)
- 2024-12-31 (filed 2025-02-13)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-13)
- 2024-03-31 (filed 2024-05-14)

## Citation

When citing, use: "Mohnish Pabrai, Dalal Street, LLC, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/12)".