Superinvestors / Dalal Street (Pabrai Funds)

Mohnish Pabrai

Dalal Street (Pabrai Funds)

Ultra-concentrated value; few high-conviction bets

$326.75M Portfolio value

4 positions · as of 2026-06-30 · filed 2026-08-13

This quarter

1 new0 exited1 added2 trimmed

Positions held steady are not reported as moves, so they are absent from these counts.

New: KSPI

Added to: RIG

Trimmed: AMR, HCC

Portfolio

By weight · every resolvable issuer links to its company page · tags are this quarter's reported move

Ticker	Issuer	% of portfolio	Reported price	Value	Shares
HCC	WARRIOR MET COAL INCDECREASED -3.7%	43.32%	$81.16	$141.55M	1.7M
RIG	TRANSOCEAN LTD· REGISTERED SHSINCREASED	30.53%	$4.89	$99.75M	20.4M
AMR	ALPHA METALLURGICAL RESOUR IDECREASED -10.8%	26.11%	$164.94	$85.31M	517.2K
KSPI	KASPI KZ JSC· SPONSORED ADSNEW	0.05%	$86.64	$0.15M	1.7K

Showing 4 of 4

Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 100.0% of the reported portfolio, across 4 positions.

Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.

See more of Mohnish Pabrai's portfolio

More of Mohnish Pabrai's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.