What Mohnish Pabrai Bought in Q1 2025

Dalal Street, LLC · Quarterly 13F recap as filed with the SEC.

Period: 2025-03-31 · Filed · Historical

$234.8M

Total Value

4

Holdings

2

New Buys

1

Reduced

In Q1 2025, Mohnish Pabrai reported 4 long equity positions worth $234.8M in their Dalal Street, LLC 13F filing, including 2 new positions (largest: VALARIS LTD at $56.0M) and 1 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1HCCWARRIOR MET COAL INC1799580$85.9M36.57%+5.6%
2VALVALARIS LTD1427564$56.0M23.87%NEW
3AMRALPHA METALLURGICAL RESOUR I414616$51.9M22.11%-14.9%
4NENOBLE CORP PLC1728744$41.0M17.45%NEW