What Mohnish Pabrai Bought in Q2 2026

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

Period: 2026-06-30 · Filed

$326.7M

Total Value

4

Holdings

1

New Buys

2

Reduced

In Q2 2026, Mohnish Pabrai reported 4 long equity positions worth $326.7M in their Dalal Street, LLC 13F filing, including 1 new positions (largest: KASPI KZ JSC at $147K) and 1 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1HCCWARRIOR MET COAL INC1744050$141.5M43.32%-3.7%
2RIGTRANSOCEAN LTD20398659$99.7M30.53%+0.0%
3AMRALPHA METALLURGICAL RESOUR I517194$85.3M26.11%-10.8%
4KSPIKASPI KZ JSC1702$147K0.05%NEW