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Mohnish Pabrai - Dalal Street 13F Activity & Position Changes (Q2 2016)

According to the SEC 13F filed on Aug 13, 2026, the Dalal Street portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2016. 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 Q2 2016, the filing reported:

New Buys - AerCap

Increases - None reported

Reductions - Berkshire Hathaway Inc. New, Ferrari, Seritage Growth Properties

Complete Exits - None reported

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
Q2 2016	AER AerCap	AerCap	Buy - Position Entry	+624,160	-	$20.97K	624,160
Q2 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-6	-0.0%	$10.50K	72,500
Q2 2016	RACE Ferrari	Ferrari	Sell	-208,154	-16.3%	$43.53K	1,069,038
Q2 2016	SRG Seritage Growth Properties	Seritage Growth Properties	Sell	-1,540	-0.3%	$26.37K	529,113