Dalal Street, LLC
Mohnish Pabrai · As of Q3 2025 · filed Nov 13, 2025
| HCC WARRIOR MET COAL INC | 34.0% | Added +0.0% | 1,799,831 | $114.5M |
| AMR ALPHA METALLURGICAL RESOURCE | 25.9% | Added +15.6% | 532,000 | $87.3M |
| RIG TRANSOCEAN LTD | 22.6% | New | 24,442,332 | $76.3M |
| VAL VALARIS LTD | 15.4% | Reduced −43.4% | 1,066,255 | $52.0M |
| NE NOBLE CORP PLC | 2.0% | Reduced −86.2% | 239,000 | $6.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AN AUTONATION INC | 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.