Mohnish Pabrai Portfolio Holdings

Dalal Street, LLC

  • $226 Million
  • Q2 2025

Dalal Street, LLC, under direction of Mohnish Pabrai has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $226 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Warrior Met Coal, Inc. with a value of $82.5M, Valaris LTD with a value of $79.3M, Alpha Metallurgical Resources, Inc. with a value of $51.8M, Autonation, Inc. with a value of $12.1M, and Noble Corp PLC with a value of $0.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $194M to 226M.

Dalal Street, LLC is based out at Austin, TX

Below you can find more details about Mohnish Pabrai portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
Basic Materials: $134 Million
Energy: $79.3 Million
Consumer Cyclical: $12.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Mohnish Pabrai

Mohnish Pabrai

Mohnish Pabrai is the founder and managing partner of Dalal Street, an investment firm that focuses on value investing. Pabrai is known for his expertise in value investing and his disciplined approach to investing. He has been involved in a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $226 Million
  • Prior Value $194 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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