How We Invest

13F FILER • MOHNISH PABRAI

Dalal Street

Mohnish Pabrai — Dalal Street, LLC

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

4

Positions

$326.7M

Reported Value

100%

In Top 10

—

Claims Indexed

Largest reported positions

DALAL STREET, LLC • CIK 0001549575 • 2026-06-30 • FILED 2026-08-13

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Aug 13, 2026, Dalal Street reported 4 positions worth $326.7M in US-listed stock. The largest stock position is Warrior Met Coal Inc at 43.3% of the reported book.

It opened 1 new position, the largest stock position being Kaspi Kz Jsc ($147,461).

Among positions it already held, the biggest cuts were Alpha Metallurgical Resour I (−11%) and Warrior Met Coal Inc (−4%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
WARRIOR MET COAL INC$141.5M43.3%-4%
TRANSOCEAN LTD$99.7M30.5%0%
ALPHA METALLURGICAL RESOUR I$85.3M26.1%-11%
KASPI KZ JSC$147,4610.1%New

4 of 4 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

NEW POSITIONS

  • Kaspi Kz Jsc$147,461 · 0.1%

QUESTIONS PEOPLE ASK

What are Dalal Street's largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Warrior Met Coal Inc (43.3%), Transocean Ltd (30.5%) and Alpha Metallurgical Resour I (26.1%), together 100.0% of the reported book.

How big is Dalal Street's 13F portfolio?

OPEN
The Q2 2026 13F, filed Aug 13, 2026, reports 4 positions worth $326.7M.

What did Dalal Street buy and sell in Q2 2026?

OPEN
It opened 1 new position, the largest stock position being Kaspi Kz Jsc ($147,461). Among positions it already held, the biggest cuts were Alpha Metallurgical Resour I (−11%) and Warrior Met Coal Inc (−4%).

When is Dalal Street's next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day. Mohnish Pabrai's filing usually lands close to the deadline.

Filers with overlapping books