Mohnish Pabrai Portfolio Holdings by Sector
Dalal Street, LLC
- $226 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Coking Coal | Basic Materials
HCC AMR 2 stocks |
$134,259
59.49% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
VAL 1 stocks |
$79,325
35.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$12,117
5.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|