Mohnish Pabrai Holdings Activity

Dalal Street Portfolio 13F

Dalal Street has disclosed a total of 4 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, decreased the number of shares of 1 and completely sold out 1 position(s).

What stocks is Mohnish Pabrai buying now?

In the recent quarter Mohnish Pabrai has purchased 2 securities: (AMR) ALPHA METALLURGICAL RESOURCE (added shares +6.77%) and (HCC) WARRIOR MET COAL INC (added shares +0.61%).

What does Mohnish Pabrai invest in?

Mohnish Pabrai's holdings are (HCC) WARRIOR MET COAL INC (39.89%), (RIG) TRANSOCEAN LTD (31.97%) and (AMR) ALPHA METALLURGICAL RESOURCE (28.14%).

In the latest report(s) the following changes have been made to the investments: (HCC) WARRIOR MET COAL INC (added shares +0.61%), (RIG) TRANSOCEAN LTD (reduced shares -24.58%) and (AMR) ALPHA METALLURGICAL RESOURCE (added shares +6.77%).

2023 Q2 (5 results)
AMR
buy
+362,649
+81.20%
$164.36
23.13% $202.38
81.20%
CEIX
buy
+203,474
+18.80%
$67.81
-
18.80%
SRG
-100.00%
-3,375
-0.04%
$7.87
65.82% $2.69
0.00%
BN
-100.00%
-772,579
-34.30%
$32.59
36.85% $44.60
0.00%
MU
-100.00%
-1,592,134
-130.88%
$60.34
1K+% $864.01
0.00%
2023 Q1 (3 results)
BN
+8.46%
+60,260
+1.62%
$32.59
36.85% $44.60
0.00%
MU
-14.44%
-268,678
-13.37%
$60.34
1K+% $864.01
0.00%
BAM
-100.00%
-178,077
-4.21%
$28.67
-
0.00%
2022 Q4 (4 results)
BAM
buy
+178,077
+4.23%
$28.67
-
0.00%
BN
buy
+712,319
+18.59%
$31.46
41.77% $44.60
18.59%
MU
+2.03%
+37,000
+1.53%
$49.98
1K+% $864.01
77.14%
BAM
-100.00%
-180,303
-6.12%
$40.89
12.93% $46.18
0.00%
2022 Q3 (1 result)
BAM
buy
+180,303
+7.46%
$40.89
12.93% $46.18
0.00%
2022 Q2 (1 result)
SRG
-81.71%
-15,076
-0.08%
$5.33
49.56% $2.69
0.02%
2022 Q1 (1 result)
SRG
-99.48%
-3,503,667
-31.09%
$12.63
78.70% $2.69
0.16%
2021 Q4 (3 results)
MU
+15.49%
+244,662
+10.52%
$93.15
827.55% $864.01
78.42%
SRG
-25.59%
-1,211,000
-7.42%
$13.27
79.73% $2.69
21.58%
BABA
-100.00%
-57,347
-3.92%
$148.05
-
0.00%
2021 Q3 (2 results)
MU
+1.75%
+27,150
+1.01%
$70.98
1K+% $864.01
58.76%
BABA
-77.83%
-201,374
-15.63%
$148.05
-
0.00%
2021 Q2 (1 result)
BABA
+53.23%
+89,878
+7.34%
$226.78
-
21.13%
2021 Q1 (3 results)
BABA
buy
+168,843
+14.61%
$226.73
-
14.61%
SRG
-0.00%
-31
-0.00%
$18.35
85.34% $2.69
33.15%
MU
-14.74%
-268,322
-9.03%
$88.21
879.49% $864.01
52.25%
2020 Q4 (1 result)
SRG
+0.00%
+31
+0.00%
$14.68
81.68% $2.69
33.67%
2020 Q3 (1 result)
MU
+0.00%
+74
+0.00%
$46.96
1K+% $864.01
57.32%
2020 Q2 (3 results)
SRG
buy
+4,733,118
+36.52%
$11.40
76.40% $2.69
36.52%
MU
+0.89%
+16,049
+0.56%
$51.52
1K+% $864.01
63.48%
FCAU
-100.00%
-680,045
-3.31%
$7.19
-
0.00%
2020 Q1 (3 results)
MU
-1.31%
-23,877
-1.24%
$42.06
1K+% $864.01
93.95%
FCAU
-91.76%
-7,570,666
-67.38%
$7.19
-
0.00%
EAF
-100.00%
-4,450,134
-64.02%
$11.62
24.96% $8.72
0.00%
2019 Q4 (3 results)
MU
+1.90%
+34,141
+0.68%
$53.78
1K+% $864.01
36.25%
FCAU
-5.79%
-506,752
-2.74%
$14.69
-
44.69%
EAF
-19.78%
-1,096,967
-4.70%
$11.62
24.96% $8.72
0.00%
2019 Q3 (3 results)
EAF
+34.52%
+1,423,563
+6.97%
$12.80
31.88% $8.72
27.17%
MU
+0.46%
+8,190
+0.13%
$42.85
1K+% $864.01
29.42%
FCAU
-31.93%
-4,108,584
-20.36%
$12.95
-
43.40%
2019 Q2 (3 results)
EAF
buy
+4,123,538
+16.12%
$11.50
24.17% $8.72
16.12%
MU
+5.09%
+86,480
+1.13%
$38.59
2K+% $864.01
23.43%
FCAU
-1.82%
-239,000
-1.12%
$13.82
-
60.45%
2019 Q1 (2 results)
MU
+210.74%
+1,152,418
+17.98%
$41.33
1K+% $864.01
26.52%
FCAU
+0.05%
+6,657
+0.04%
$14.85
-
73.48%
2018 Q4 (2 results)
MU
buy
+546,847
+8.39%
$31.73
2K+% $864.01
8.39%
FCAU
-0.08%
-10,920
-0.08%
$14.46
-
91.61%
2018 Q3 (1 result)
RACE
-100.00%
-398,138
-23.59%
$136.02
155.11% $346.99
0.00%
2018 Q1 (3 results)
AER
-100.00%
-807,721
-13.42%
$52.61
160.29% $136.94
0.00%
GOOG
-100.00%
-916,560
-15.14%
$52.32
599.09% $365.76
0.00%
LUV
-100.00%
-300,975
-6.22%
$65.45
36.53% $41.54
0.00%
49 of 186

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.