Dalal Street, LLC
Mohnish Pabrai · As of Q2 2025 · filed Aug 13, 2025
| HCC WARRIOR MET COAL INC | 30.4% | Added +0.0% | 1,799,745 | $82.5M |
| VAL VALARIS LTD | 29.2% | Added +32.0% | 1,883,777 | $79.3M |
| AMR ALPHA METALLURGICAL RESOURCE | 19.1% | Added +11.0% | 460,327 | $51.8M |
| NE NOBLE CORP PLC | 16.9% | Held | 1,728,744 | $45.9M |
| AN AUTONATION INC | 4.5% | New | 61,000 | $12.1M |
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.