Manager
Mohnish Pabrai
SEC filing name: Dalal Street, LLC
All 13F filings
AUM over time
13F holdings value ($ millions)
showing latest · scroll left for older quarters
- WARRIOR MET COAL INC - HCC 39.9%
- TRANSOCEAN LTD 32.0%
- ALPHA METALLURGICAL RESOUR I 28.1%
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/14/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | TRANSOCEAN LTD | -6,647,461 | +4.19 pp |
| Exit | VALARIS LTD | -459,098 | -5.76 pp |
| Add | ALPHA METALLURGICAL RESOUR I | +36,738 | +1.14 pp |
| Add | WARRIOR MET COAL INC | +11,000 | +0.42 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000154957526000009 | Q1 2026 | 3 | 422,885,142 | 13F-HR | 5/14/2026 | Dalal Street, LLC |
| 000154957526000002 | Q4 2025 | 4 | 402,040,227 | 13F-HR | 2/13/2026 | Dalal Street, LLC |
| 000154957525000012 | Q3 2025 | 5 | 336,857,377 | 13F-HR | 11/13/2025 | Dalal Street, LLC |
| 000154957525000006 | Q2 2025 | 5 | 271,601,546 | 13F-HR | 8/13/2025 | Dalal Street, LLC |
| 000154957525000004 | Q1 2025 | 4 | 234,824,008 | 13F-HR | 5/14/2025 | Dalal Street, LLC |
| 000154957525000002 | Q4 2024 | 3 | 253,439,237 | 13F-HR | 2/13/2025 | Dalal Street, LLC |
| 000154957524000013 | Q3 2024 | 5 | 246,895,462 | 13F-HR | 11/13/2024 | Dalal Street, LLC |
| 000154957524000009 | Q2 2024 | 4 | 232,830,310 | 13F-HR | 8/13/2024 | Dalal Street, LLC |
| 000154957524000007 | Q1 2024 | 4 | 215,703,152 | 13F-HR | 5/14/2024 | Dalal Street, LLC |
| 000154957524000005 | Q4 2023 | 4 | 248,125,343 | 13F-HR | 2/14/2024 | Dalal Street, LLC |
| 000154957523000017 | Q3 2023 | 3 | 169,629,696 | 13F-HR | 11/13/2023 | Dalal Street, LLC |
| 000154957523000014 | Q2 2023 | 2 | 73,402,592 | 13F-HR | 8/11/2023 | Dalal Street, LLC |
| 000154957523000008 | Q1 2023 | 3 | 121,274,277 | 13F-HR | 5/12/2023 | Dalal Street, LLC |
| 000154957523000004 | Q4 2022 | 4 | 120,558,334 | 13F-HR | 2/14/2023 | Dalal Street, LLC |
| 000154957522000016 | Q3 2022 | 3 | 98,776 | 13F-HR | 11/14/2022 | Dalal Street, LLC |
| 000154957522000013 | Q2 2022 | 2 | 100,838 | 13F-HR | 8/12/2022 | Dalal Street, LLC |
| 000154957522000010 | Q1 2022 | 2 | 142,290 | 13F-HR | 5/13/2022 | Dalal Street, LLC |
| 000154957522000005 | Q4 2021 | 2 | 216,627 | 13F-HR | 2/14/2022 | Dalal Street, LLC |
| 000154957521000013 | Q3 2021 | 3 | 190,770 | 13F-HR | 11/12/2021 | Dalal Street, LLC |
| 000154957521000010 | Q2 2021 | 3 | 277,651 | 13F-HR | 8/13/2021 | Dalal Street, LLC |
| 000154957521000008 | Q1 2021 | 3 | 262,037 | 13F-HR | 5/14/2021 | Dalal Street, LLC |
| 000154957521000004 | Q4 2020 | 2 | 206,334 | 13F-HR | 2/12/2021 | Dalal Street, LLC |
| 000154957520000012 | Q3 2020 | 2 | 149,143 | 13F-HR | 11/13/2020 | Dalal Street, LLC |
| 000154957520000010 | Q2 2020 | 2 | 147,737 | 13F-HR | 8/13/2020 | Dalal Street, LLC |
| 000154957520000005 | Q1 2020 | 2 | 80,774 | 13F-HR | 5/14/2020 | Dalal Street, LLC |
| 000154957520000002 | Q4 2019 | 3 | 271,228 | 13F-HR | 2/13/2020 | Dalal Street, LLC |
| 000154957519000010 | Q3 2019 | 3 | 261,282 | 13F-HR | 11/13/2019 | Dalal Street, LLC |
| 000154957519000008 | Q2 2019 | 3 | 294,142 | 13F-HR | 8/13/2019 | Dalal Street, LLC |
| 000154957519000005 | Q1 2019 | 2 | 264,841 | 13F-HR | 5/14/2019 | Dalal Street, LLC |