Mohnish Pabrai Portfolio Holdings

Dalal Street, LLC

  • $330 Million
  • Q3 2025

Dalal Street, LLC, under direction of Mohnish Pabrai has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $330 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 $115M, Alpha Metallurgical Resources, Inc. with a value of $87.3M, Transocean Ltd. with a value of $76.3M, Valaris LTD with a value of $52M, and Noble Corp PLC with a value of $0.

Examining the 13F form we can see an increase of $104M in the current position value, from $226M to 330M.

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 $330 Million
Basic Materials: $202 Million
Energy: $128 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.07B
$115 Million 34.7% of portfolio
1,799,831
Q3 2025 Added 0.0%
$2.76B
$87.3 Million 26.45% of portfolio
532,000
Q3 2025 Added 15.57%
$3B
$76.3 Million 23.1% of portfolio
24,442,332
Q3 2025 New
$4.29B
$52 Million 15.75% of portfolio
1,066,255
Q3 2025 Reduced 43.4%
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 $330 Million
  • Prior Value $226 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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