Mohnish Pabrai - Dalal Street 13F Activity & Position Changes (Q3 2014)
According to the SEC 13F filed on Aug 13, 2026, the Dalal Street portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2014. 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 Q3 2014, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Bank of America Corporation, POSCO Holdings Inc.
Complete Exits - Goldman Sachs Group, Inc. (The)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.