What Mohnish Pabrai Bought in Q3 2025

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

Period: 2025-09-30 · Filed · Historical

$336.9M

Total Value

5

Holdings

1

New Buys

1

Reduced

In Q3 2025, Mohnish Pabrai reported 5 long equity positions worth $336.9M in their Dalal Street, LLC 13F filing, including 1 new positions (largest: TRANSOCEAN LTD at $76.3M) and 3 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1HCCWARRIOR MET COAL INC1799831$114.5M34.00%+0.0%
2AMRALPHA METALLURGICAL RESOUR I532000$87.3M25.91%+15.6%
3RIGTRANSOCEAN LTD24442332$76.3M22.64%NEW
4VALVALARIS LTD1066255$52.0M15.44%-43.4%
5NENOBLE CORP PLC239000$6.8M2.01%+-86.2%