What Mohnish Pabrai Bought in Q4 2025

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

Period: 2025-12-31 · Filed · Historical

$402.0M

Total Value

4

Holdings

0

New Buys

0

Reduced

In Q4 2025, Mohnish Pabrai reported 4 long equity positions worth $402.0M in their Dalal Street, LLC 13F filing and 3 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1HCCWARRIOR MET COAL INC1799831$158.7M39.47%
2RIGTRANSOCEAN LTD27040133$111.7M27.78%+10.6%
3AMRALPHA METALLURGICAL RESOUR I543000$108.5M27.00%+2.1%
4VALVALARIS LTD459098$23.1M5.76%+-56.9%