Dalal Street, LLC
Mohnish Pabrai · As of Q1 2026 · filed May 14, 2026
| HCC WARRIOR MET COAL INC | 39.9% | Added +0.6% | 1,810,831 | $168.7M |
| RIG TRANSOCEAN LTD | 32.0% | Reduced −24.6% | 20,392,672 | $135.2M |
| AMR ALPHA METALLURGICAL RESOURCE | 28.1% | Added +6.8% | 579,738 | $119.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| VAL VALARIS LTD | 459,098 | $23.1M |
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.