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Mohnish Pabrai · Dalal Street, LLC

Period:Q1 2025
Portfolio date:Mar 31, 2025
No. of stocks:4
Portfolio value:$235M
CIK 0001549575·SEC EDGAR
Quarter:Q4 2025· latestQ3 2025Q2 2025Q1 2025Q4 2024
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
Stock% of PortfolioRecent ActivitySharesReported Price *ValueCurrent Price+/- Reported Price52 Week Low52 Week High
HCC · Warrior Met Coal Inc.36.57Add 5.57%1,799,580$47.72$85,875,958$85.87+79.95%$40.80$105.34
VAL · Valaris Ltd.23.87New1,427,564$39.26$56,046,163$95.02+142.03%$35.20$105.34
AMR · Alpha Metallurgical Resour I22.11Reduce 14.91%414,616$125.25$51,930,654$184.11+46.99%$97.41$253.82
NE · Noble Corp. Plc17.45New1,728,744$23.70$40,971,233$50.14+111.56%$22.37$54.57
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
2 sectors represented
Basic Materials
58.69
Energy
41.31
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Articles & Commentaries
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Curated press + commentary about Mohnish Pabrai arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
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★ WatchlistData from SEC EDGAR · whalstreet.com