Mohnish Pabrai's Top Holdings in Portfolio as of March 31, 2026
Mohnish Pabrai's Dalal Street portfolio as of March 31, 2026, shows significant changes in top holdings, including increases in HCC and AMR, and a decrease in H8817H100.
As of March 31, 2026, Mohnish Pabrai's portfolio managed through Dalal Street is valued at approximately $422.9 million. The top holdings in this portfolio include significant positions in HCC, H8817H100, and AMR, which together account for over 99% of the total portfolio value.
HCC (WARRIOR MET COAL INC) represents 39.89% of the portfolio with a value of $168.7 million. The position in HCC increased by 11,000 shares (0.61%) during the prior period. Investors can learn more about Pabrai's investment approach by visiting Mohnish Pabrai's profile and more about HCC at HCC's company page.
H8817H100 (TRANSOCEAN LTD) holds a substantial 31.97% allocation with a value of $135.2 million. This position decreased by 4,049,660 shares (-16.57%) during the prior period. For more details on Pabrai's investment strategy, visit Mohnish Pabrai's profile and learn about TRANSOCEAN LTD at H8817H100's company page.
AMR (ALPHA METALLURGICAL RESOUR I) accounts for 28.14% of the portfolio with a value of $119.0 million. The position in AMR increased by 47,738 shares (8.97%) during the prior period. Further analysis of Pabrai's investment philosophy can be found at Mohnish Pabrai's profile and details about AMR at AMR's company page.