Dalal Street (Mohnish Pabrai)

Dalal Street, LLC · CIK 0001549575 · WEST LAKE HILLS, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC sourceValue Investor

Dalal Street (Mohnish Pabrai) (Dalal Street, LLC) reported 4 positions worth $326.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: HCC (43.3%). Biggest move: reduce AMR ($10.3M).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$326.7M
2026 Q2
Positions
4
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
2026 Q2
4 positions shown
#SymbolCompanyTypeValue% Port.Time HeldShares1YYTD
1HCCWARRIOR MET COAL INCSH$141.5M43.32%2.8 Years1,744,050
2RIGTRANSOCEAN LTDSH$99.7M30.53%1 Year20,398,659
3AMRALPHA METALLURGICAL RESOUR ISH$85.3M26.11%3.3 Years517,194
4KSPIKASPI KZ JSCSH$147.5K0.05%1 Q1,702

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Dalal Street (Mohnish Pabrai) hold as of Q2 2026?

Dalal Street (Mohnish Pabrai) reported 4 positions worth $326.7M in its Q2 2026 13F filing. Largest positions: HCC (43.3%), RIG (30.5%), AMR (26.1%) and KSPI (0.0%).

What did Dalal Street (Mohnish Pabrai) buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Dalal Street (Mohnish Pabrai) sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.