Dalal Street, LLC — 13F holdings

Dalal Street, LLC reported 4 holdings worth $327M in its 13F filing for Q2 2026, filed August 13, 2026.

Mohnish Pabrai's portfolio: holdings, buys and sells

Largest positions

1. HCC WARRIOR MET COAL INC — $142M (43.3%)
2. RIG TRANSOCEAN LTD — $99.7M (30.5%)
3. AMR ALPHA METALLURGICAL RESOUR I — $85.3M (26.1%)
4. KSPI KASPI KZ JSC — $147K (0.0%)