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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Mohnish Pabrai – Dalal Street, LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
4
Portfolio value:
$326,749,000
Filed:
Aug 13, 2026
Style:
Cloner / Deep Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 13, 261 new1 reduced
≡KSPI – KASPI KZ JSCBuy1,7020.04
Q1 2026filed May 14, 261 added1 reduced1 exited
≡AMR – ALPHA METALLURGICAL RESOUR IAdd 7.00%36,7381.14
Q4 2025filed Feb 13, 261 added1 reduced1 exited
≡RIG – TRANSOCEAN LTDAdd 11.00%2,597,8015.14
Q3 2025filed Nov 13, 251 new1 added2 reduced1 exited
≡RIG – TRANSOCEAN LTDBuy24,442,33222.64
≡AMR – ALPHA METALLURGICAL RESOUR IAdd 16.00%71,6736.85
Q2 2025filed Aug 13, 251 new2 added
≡VAL – VALARIS LTDAdd 32.00%456,2135.34
≡AN – AUTONATION INCBuy61,0004.46
≡AMR – ALPHA METALLURGICAL RESOUR IAdd 11.00%45,711−3.05
Q1 2025filed May 14, 252 new1 added1 reduced1 exited
≡VAL – VALARIS LTDBuy1,427,56423.87
≡NE – NOBLE CORP PLCBuy1,728,74417.45
≡HCC – WARRIOR MET COAL INCAdd 6.00%94,9100.09
Q4 2024filed Feb 13, 251 added1 reduced2 exited
≡HCC – WARRIOR MET COAL INCAdd 144.00%1,006,26318.41
Q3 2024filed Nov 13, 241 new3 added1 reduced
≡CONSOL ENERGY INC NEWAdd 348.00%598,60425.13
≡AMR – ALPHA METALLURGICAL RESOUR IAdd 7.00%30,738−8.21
≡HCC – WARRIOR MET COAL INCAdd 48.00%226,8885.36
≡DANAOS CORPORATIONBuy46,5901.64
Q2 2024filed Aug 13, 242 added1 reduced
≡ARCH 05/15/20 P45 – ARCH RESOURCES INCAdd 180.00%252,08015.20
≡AMR – ALPHA METALLURGICAL RESOUR IAdd 11.00%44,603−7.99
Q4 2023filed Feb 14, 241 new1 added2 reduced
≡HCC – WARRIOR MET COAL INCBuy629,71215.47
≡ARCH 05/15/20 P45 – ARCH RESOURCES INCAdd 200.00%156,7567.84
Q3 2023filed Nov 13, 231 new2 added
≡AMR – ALPHA METALLURGICAL RESOUR IAdd 22.00%78,861−13.60
≡ARCH 05/15/20 P45 – ARCH RESOURCES INCBuy78,2387.87
≡CONSOL ENERGY INC NEWAdd 95.00%193,0965.73