Mohnish Pabrai

Dalal Street

The copycat investor

Copies the best ideas of the best investors, and says so.

$326.7M

reported portfolio

positions

Jun 30, 2026

quarter ended

moves last filing

Latest moves

Share-count changes versus the prior quarter's filing.

4 listed positions

Ticker	Company	Est. position	Weight	Since disclosed
HCC WARRIOR MET COAL INC	WARRIOR MET COAL INC	$141.5M	43.3%	+8.3%
RIG TRANSOCEAN LTD	TRANSOCEAN LTD	$99.7M	30.5%	+15.3%
AMR ALPHA METALLURGICAL RESOUR I	ALPHA METALLURGICAL RESOUR I	$85.3M	26.1%	+5.6%
KSPI KASPI KZ JSC	KASPI KZ JSC	$147K	0.0%	+12.6%

Values as reported on the fund’s SEC Form 13F. "Since disclosed" is the price change from the quarter end to today.

Source: SEC Form 13F-HR · filings on EDGAR ↗

last 60 days