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Mohnish Pabrai - Dalal Street 13F Activity & Position Changes (Q1 2015)

As of Mar 31, 2015, the Dalal Street portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2015, the filing reported:

New Buys - None reported

Increases - POSCO Holdings Inc.

Reductions - Citigroup, Inc.

Complete Exits - Bank of America Corporation, Berkshire Hathaway Inc. New, General Motors Company

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2015	BAC Bank of America Corporation	Bank of America Corporation	Sell - Position Exit	-3,146,000	-100.0%	$0.00	-
Q1 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell - Position Exit	-7,025	-100.0%	$0.00	-
Q1 2015	C Citigroup, Inc.	Citigroup, Inc.	Sell	-1,216,000	-95.8%	$2.73K	53,000
Q1 2015	GM General Motors Company	General Motors Company	Sell - Position Exit	-23,762	-100.0%	$0.00	-
Q1 2015	PKX POSCO Holdings Inc.	POSCO Holdings Inc.	Buy	+681,910	+226.0%	$53.77K	983,680