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 source ↗Value Investor
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
Top Holdings
HCC
WARRIOR MET COAL INC
43.3%
RIG
TRANSOCEAN LTD
30.5%
AMR
ALPHA METALLURGICAL RESOUR I
26.1%
KSPI
KASPI KZ JSC
0.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Elliott Investment Management | 5.0% | H8817H100 |
| Hosking Partners | 3.0% | AMR, HCC, H8817H100 |
| Ruane, Cunniff & Goldfarb | 1.8% | KSPI |
| Sands Capital Management | 1.4% | KSPI |
| ARK Investment Management (Cathie Wood) | 0.8% | KSPI |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.