Mohnish Pabrai13F · Q2 2026

Dalal Street (Pabrai) Portfolio and 13F Holdings

As of Jun 30, 2026, filed Aug 13, 2026. The top 10 positions make up 100.0% of the reported portfolio.

$326.7MReported value

4Holdings

1New positions

0Positions closed

Holdings

#	Stock	Class	Shares	Value	% of total	vs. Q1 2026
1	HCC WARRIOR MET COAL INC	COM	1,744,050	$141.5M	43.32%	▼ −3.7%
2	RIG TRANSOCEAN LTD	REGISTERED SHS	20,398,659	$99.7M	30.53%	▲ 0.0%
3	AMR ALPHA METALLURGICAL RESOUR I	COM	517,194	$85.3M	26.11%	▼ −10.8%
4	KSPI KASPI KZ JSC	SPONSORED ADS	1,702	$147K	0.05%	▲ New

Source: SEC Form 13F-HR, accession 0001549575-26-000015, retrieved Oct 28, 2026. How we read filings

View this filing on SEC.gov ↗

A 13F shows long U.S. stock positions at quarter end only. It leaves out shorts, cash, bonds, most non-U.S. holdings and anything bought or sold since. Positions in listed options are not included in this table. What a 13F can't tell you →