ROil & Gas DrillingTransocean Ltd. (RIG)
32.0%
Avg. buy price
$3.10
Estimated gain+113.9%Quarter-end price
$6.63
Last transaction
Reduced· Q1 2026Sold 24.6% of shares
Mohnish Pabrai is Dalal Street's managing member.
Dalal Street, LLC Holdings · Q1 2026
Estimated gain compares the quarter-end mark with a running share-weighted mean of covered-snapshot and add-quarter mean prices. Holdings with incomplete basis or price coverage are excluded.
| Stock | % | Avg. buy price | Estimated gain | Quarter-end price | Last transaction | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
ROil & Gas DrillingTransocean Ltd. (RIG)
32.0%
Avg. buy price
$3.10
Estimated gain+113.9%Quarter-end price
$6.63
Last transaction
Reduced· Q1 2026Sold 24.6% of shares
|
R
Oil & Gas DrillingTransocean Ltd. (RIG)
|
32.0% | $3.10 | +113.9% | $6.63 | Reduced· Q1 2026Sold 24.6% of shares | |||||
 HCoalWarrior Met Coal, Inc. (HCC)
39.9%
Avg. buy price
$60.27
Estimated gain+54.6%Quarter-end price
$93.15
Last transaction
Added· Q1 2026Increased shares by 0.6%
|
H
CoalWarrior Met Coal, Inc. (HCC)
|
39.9% | $60.27 | +54.6% | $93.15 | Added· Q1 2026Increased shares by 0.6% | |||||
 ACoalAlpha Metallurgical Resources, Inc. (AMR)
28.1%
Avg. buy price
$175.04
Estimated gain+17.3%Quarter-end price
$205.27
Last transaction
Added· Q1 2026Increased shares by 6.8%
|
A
CoalAlpha Metallurgical Resources, Inc. (AMR)
|
28.1% | $175.04 | +17.3% | $205.27 | Added· Q1 2026Increased shares by 6.8% | |||||
R
Transocean Ltd. (RIG)
−$37M
V
Valaris Limited (VAL)
Exited−$36M
A
Alpha Metallurgical Resources, Inc. (AMR)
+$7.4M
H
Warrior Met Coal, Inc. (HCC)
+$991K
Largest holdings in Q1 2026, sized by their share of the disclosed portfolio. This shows what is owned, not what changed.
Mohnish Pabrai is Dalal Street's managing member. This page shows Dalal Street's quarterly Form 13F report of certain United States listed long positions, not Pabrai's personal account or the firm's complete portfolio. Cash, short positions, private investments, many derivatives, and some foreign securities may be absent.
Profile refreshed July 20, 2026
As of the Q1 2026 filing, Mohnish Pabrai's largest disclosed holdings are Warrior Met Coal, Inc. (HCC), Transocean Ltd. (RIG), Alpha Metallurgical Resources, Inc. (AMR). The table shows 3 of 3 positions by default, with an exact-count control for the remaining rows. Disclosed shares and values remain visible even when a separate market-price estimate is unavailable.
The biggest disclosed buys in Q1 2026 were Alpha Metallurgical Resources, Inc. (AMR), Warrior Met Coal, Inc. (HCC), based on the Dalal Street, LLC 13F filing. New positions are marked "new" in the table above.
The biggest reductions in Q1 2026 were Transocean Ltd. (RIG), Valaris Limited (VAL). The filing comparison contains 1 full exits, summarized in the activity view above.
The latest 13F discloses $423M across 3 positions in Q1 2026. 13F filings cover US-listed long positions only; cash and short positions are not disclosed.
Funds file 13Fs up to 45 days after each quarter ends, so this portfolio reflects Q1 2026, the latest disclosed quarter. The filing date is shown with every table.
Non-rejected, non-superseded SEC Form 13F filings for Dalal Street, LLC provide the Q1 2026 holdings, disclosed values, and filing date shown here. WhoBought prefers filings whose value units validate and labels a sparse filing when validation is unavailable. Industry labels come from the local company classification record.
Performance uses daily closing prices for holdings with available market-price history. It covers the priced share of disclosed value (64%); holdings without sufficient price history are excluded from the calculation.
Mohnish Pabrai is an Indian-American investor and the founder and managing partner of Pabrai Investment Funds.
He worked at Tellabs and then started the technology consulting business TransTech in 1991. He sold TransTech in 2000.
Pabrai founded the funds in 1999. They were inspired by Warren Buffett's early partnerships.
Pabrai has said that he borrows heavily from Warren Buffett and other value investors. His work centers on buying businesses for less than he believes they are worth rather than inventing a wholly new school of investing.
It is Pabrai's book about a low-risk value approach to seeking high returns. He also wrote Mosaic, a collection of articles about investing.
No. It is Dalal Street's Form 13F report, not Pabrai's personal account, total wealth, or the complete holdings of every Pabrai fund.
Not completely. The filing is delayed and omits cash, shorts, private investments, many derivatives, and some foreign securities. It is better used to study disclosed decisions alongside his published value-investing ideas.
Pabrai and Harina Kapoor started Dakshana in 2005 to help disadvantaged students in India prepare for admission to leading educational institutions.