Mohnish Pabrai - Dalal Street Portfolio Stock Holdings

Dalal Street disclosed 3 stock positions valued at approximately $422.9 million in its latest SEC 13F filing. The largest holdings include WARRIOR MET COAL INC, TRANSOCEAN LTD, and ALPHA METALLURGICAL RESOUR I. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period: March 31, 2026
No. of Stocks: 3
Portfolio Value: $422.9M

Holdings by Sector

Dalal Street Portfolio Holdings in Q1 2026

3 holdings in the latest reporting period.

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Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
WARRIOR MET COAL INC	HCC	Basic Materials	39.89%	1,810,831	+11,000	+0.61%	$168,678,908
TRANSOCEAN LTD	H8817H100	Other	31.97%	20,392,672	-6,647,461	-24.58%	$135,203,415
ALPHA METALLURGICAL RESOUR I	AMR	Basic Materials	28.14%	579,738	+36,738	+6.77%	$119,002,819