The Capital That Moves Markets
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Dalal Street
Mohnish Pabrai · CIK 0001549575 · filed 2026-08-13
Equity positions
NameWeightValueChange
| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 WARRIOR MET COAL INC · HCC | Equity | 1,744,050 | $141.55M | 43.32%+3.43% | Trim-3.69% | Materials |
 TRANSOCEAN LTD · RIG | Equity | 20,398,659 | $99.75M | 30.53%-1.44% | Add+0.03% | Energy |
 ALPHA METALLURGICAL RESOUR I · AMR | Equity | 517,194 | $85.31M | 26.11%-2.03% | Trim-10.79% | Materials |