Dalal Street, LLC
Mohnish Pabrai · As of Q4 2025 · filed Feb 13, 2026
| HCC WARRIOR MET COAL INC | 39.5% | Held | 1,799,831 | $158.7M |
| RIG TRANSOCEAN LTD | 27.8% | Added +10.6% | 27,040,133 | $111.7M |
| AMR ALPHA METALLURGICAL RESOURCE | 27.0% | Added +2.1% | 543,000 | $108.5M |
| VAL VALARIS LTD | 5.8% | Reduced −56.9% | 459,098 | $23.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NE NOBLE CORP PLC | 239,000 | $6.8M |
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.