13F tracker › Dalal Street (Pabrai Investment Funds)
Dalal Street (Pabrai Investment Funds) 13F holdings, Q2 2026
Dalal Street (Pabrai Investment Funds) (investment firm of Mohnish Pabrai) reported 4 US-listed positions worth $326.7M in its Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 13, 2026. Compared with Q1 2026, the filing shows 1 new position, 0 increased, 2 reduced, and 0 exited.
Largest holdings
| Company | Value | Weight | Shares |
|---|---|---|---|
| Warrior Met Coal Inc | $141.5M | 43.3% | 1,744,050 |
| Transocean Ltd | $99.7M | 30.5% | 20,398,659 |
| Alpha Metallurgical Resour I | $85.3M | 26.1% | 517,194 |
| Kaspi Kz Jsc | $147,461 | 0.0% | 1,702 |
New positions in Q2 2026
| Company | Value | Shares |
|---|---|---|
| Kaspi Kz Jsc | $147,461 | 1,702 |
Positions reduced
| Company | Value | Share change | Shares |
|---|---|---|---|
| Warrior Met Coal Inc | $141.5M | -4% | 1,744,050 |
| Alpha Metallurgical Resour I | $85.3M | -11% | 517,194 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.