What Mohnish Pabrai Bought in Q2 2025

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

Period: 2025-06-30 · Filed · Historical

$271.6M

Total Value

5

Holdings

1

New Buys

0

Reduced

In Q2 2025, Mohnish Pabrai reported 5 long equity positions worth $271.6M in their Dalal Street, LLC 13F filing, including 1 new positions (largest: AUTONATION INC at $12.1M) and 3 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1HCCWARRIOR MET COAL INC1799745$82.5M30.37%+0.0%
2VALVALARIS LTD1883777$79.3M29.21%+32.0%
3AMRALPHA METALLURGICAL RESOUR I460327$51.8M19.06%+11.0%
4NENOBLE CORP PLC1728744$45.9M16.90%
5ANAUTONATION INC61000$12.1M4.46%NEW