Dalal Street, LLC
Mohnish Pabrai
Portfolio value
$326.7MQ2 2026
Quarterly filings
| Year | Quarter | Portfolio value | Positions | Largest holding |
|---|---|---|---|---|
| 2026 | Q2 2026 filed Aug 13, 2026 | $326.7M | 4 | HCC 43.3% |
| Q1 2026 filed May 14, 2026 | $422.9M | 3 | HCC 39.9% | |
| 2025 | Q4 2025 filed Feb 13, 2026 | $402.0M | 4 | HCC 39.5% |
| Q3 2025 filed Nov 13, 2025 | $336.9M | 5 | HCC 34.0% | |
| Q2 2025 filed Aug 13, 2025 | $271.6M | 5 | HCC 30.4% | |
| Q1 2025 filed May 14, 2025 | $234.8M | 4 | HCC 36.6% | |
| 2024 | Q4 2024 filed Feb 13, 2025 | $253.4M | 3 | AMR 38.5% |
| Q3 2024 filed Nov 13, 2024 | $246.9M | 5 | AMR 45.9% | |
| Q2 2024 filed Aug 13, 2024 | $232.8M | 4 | AMR 54.1% | |
| Q1 2024 filed May 14, 2024 | $215.7M | 4 | AMR 62.1% | |
| 2023 | Q4 2023 filed Feb 14, 2024 | $248.1M | 4 | AMR 53.9% |
| Q3 2023 filed Nov 13, 2023 | $169.6M | 3 | AMR 67.6% | |
| Q2 2023 filed Aug 11, 2023 | $73.4M | 2 | AMR 81.2% | |
| Q1 2023 filed May 12, 2023 | $121.3M | 3 | MU 79.2% | |
| 2022 | Q4 2022 filed Feb 14, 2023 | $120.6M | 4 | MU 77.1% |
| Q3 2022 filed Nov 14, 2022 | $98.8M | 3 | MU 92.5% | |
| Q2 2022 filed Aug 12, 2022 | $100.8M | 2 | MU 100.0% | |
| Q1 2022 filed May 13, 2022 | $142.3M | 2 | MU 99.8% | |
| 2021 | Q4 2021 filed Feb 14, 2022 | $216.6M | 2 | MU 78.4% |
| Q3 2021 filed Nov 12, 2021 | $190.8M | 3 | MU 58.8% | |
| Q2 2021 filed Aug 12, 2021 | $277.7M | 3 | MU 47.5% | |
| Q1 2021 filed May 14, 2021 | $262.0M | 3 | MU 52.2% | |
| 2020 | Q4 2020 filed Feb 12, 2021 | $206.3M | 2 | MU 66.3% |
| Q3 2020 filed Nov 13, 2020 | $149.1M | 2 | MU 57.3% | |
| Q2 2020 filed Aug 13, 2020 | $147.7M | 2 | MU 63.5% | |
| Q1 2020 filed May 14, 2020 | $80.8M | 2 | MU 93.9% | |
| 2019 | Q4 2019 filed Feb 13, 2020 | $271.2M | 3 | FIAT CHRYSLER AUTOMOBILES N 44.7% |
| Q3 2019 filed Nov 13, 2019 | $261.3M | 3 | FIAT CHRYSLER AUTOMOBILES N 43.4% | |
| Q2 2019 filed Aug 13, 2019 | $294.1M | 3 | FIAT CHRYSLER AUTOMOBILES N 60.5% | |
| Q1 2019 filed May 14, 2019 | $264.8M | 2 | FIAT CHRYSLER AUTOMOBILES N 73.5% | |
| 2018 | Q4 2018 filed Feb 13, 2019 | $206.8M | 2 | FIAT CHRYSLER AUTOMOBILES N 91.6% |
| Q3 2018 filed Nov 13, 2018 | $229.5M | 1 | FIAT CHRYSLER AUTOMOBILES N 100.0% | |
| Q2 2018 filed Aug 13, 2018 | $301.8M | 2 | FIAT CHRYSLER AUTOMOBILES N 82.1% | |
| Q1 2018 filed May 14, 2018 | $316.8M | 2 | FIAT CHRYSLER AUTOMOBILES N 84.9% | |
| 2017 | Q4 2017 filed Feb 13, 2018 | $385.8M | 5 | FIAT CHRYSLER AUTOMOBILES N 60.6% |
| Q3 2017 filed Nov 13, 2017 | $412.7M | 5 | FIAT CHRYSLER AUTOMOBILES N 56.9% | |
| Q2 2017 filed Aug 11, 2017 | $404.5M | 6 | FIAT CHRYSLER AUTOMOBILES N 34.5% | |
| Q1 2017 filed May 12, 2017 | $389.0M | 7 | FIAT CHRYSLER AUTOMOBILES N 36.3% | |
| 2016 | Q4 2016 filed Feb 13, 2017 | $347.1M | 7 | FIAT CHRYSLER AUTOMOBILES N 31.5% |
| Q3 2016 filed Nov 10, 2016 | $338.1M | 8 | FIAT CHRYSLER AUTOMOBILES N 26.1% | |
| Q2 2016 filed Aug 12, 2016 | $296.3M | 7 | FIAT CHRYSLER AUTOMOBILES N 28.5% | |
| Q1 2016 filed May 12, 2016 | $345.1M | 8 | FIAT CHRYSLER AUTOMOBILES N 32.2% | |
| 2015 | Q4 2015 filed Feb 12, 2016 | $379.1M | 7 | FIAT CHRYSLER AUTOMOBILES N 50.9% |
| Q3 2015 filed Nov 12, 2015 | $377.1M | 7 | FIAT CHRYSLER AUTOMOBILES N 48.3% | |
| Q2 2015 filed Aug 11, 2015 | $474.6M | 7 | FIAT CHRYSLER AUTOMOBILES N 42.2% | |
| Q1 2015 filed May 12, 2015 | $535.9M | 8 | FIAT CHRYSLER AUTOMOBILES N 42.0% | |
| 2014 | Q4 2014 filed Feb 12, 2015 | $552.4M | 11 | FIAT CHRYSLER AUTOMOBILES N 29.2% |
| Q3 2014 filed Nov 12, 2014 | $414.0M | 9 | HORSEHEAD HLDG CORP 25.3% | |
| Q2 2014 filed Aug 13, 2014 | $480.8M | 9 | HORSEHEAD HLDG CORP 24.1% | |
| Q1 2014 filed May 13, 2014 | $464.1M | 8 | HORSEHEAD HLDG CORP 23.0% | |
| 2013 | Q4 2013 filed Feb 12, 2014 | $543.9M | 6 | GENERAL MTRS CO 25.2% |
| Q3 2013 filed Nov 12, 2013 | $459.7M | 6 | GENERAL MTRS CO 24.0% | |
| Q2 2013 filed Aug 12, 2013 | $421.3M | 6 | GENERAL MTRS CO 23.0% |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.