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Mohnish Pabrai · Dalal Street, LLC

Period:Q2 2025
Portfolio date:Jun 30, 2025
No. of stocks:5
Portfolio value:$272M
CIK 0001549575·SEC EDGAR
Quarter:Q4 2025· latestQ3 2025Q2 2025Q1 2025Q4 2024
Viewing historical Q2 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.30.37Add 0.01%1,799,745$45.83$82,482,313$85.87+87.37%$40.80$105.34
VAL · Valaris Ltd.29.21Add 31.96%1,883,777$42.11$79,325,849$95.02+125.65%$35.20$105.34
AMR · Alpha Metallurgical Resour I19.06Add 11.02%460,327$112.48$51,777,581$184.11+63.68%$97.41$253.82
NE · Noble Corp. Plc16.901,728,744$26.55$45,898,153$50.14+88.85%$22.37$54.57
AN · Autonation Inc.4.46New61,000$198.65$12,117,650$205.97+3.68%$176.25$228.92
* 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
3 sectors represented
Basic Materials
49.43
Energy
46.11
Consumer Cyclical
4.46
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Articles & Commentaries
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★ WatchlistData from SEC EDGAR · whalstreet.com