whalstreet

Mohnish Pabrai · Dalal Street, LLC

Period:Q3 2025
Portfolio date:Sep 30, 2025
No. of stocks:5
Portfolio value:$337M
CIK 0001549575·SEC EDGAR
Quarter:Q4 2025· latestQ3 2025Q2 2025Q1 2025Q4 2024
Viewing historical Q3 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.34.00Add 0.00%1,799,831$63.64$114,541,245$85.87+34.93%$40.80$105.34
AMR · Alpha Metallurgical Resour I25.91Add 15.57%532,000$164.09$87,295,880$184.11+12.20%$97.41$253.82
RIG · Transocean Ltd.22.64New24,442,332$3.12$76,260,076$6.40+105.13%$2.34$7.14
VAL · Valaris Ltd.15.44Reduce 43.40%1,066,255$48.77$52,001,256$95.02+94.83%$35.20$105.34
NE · Noble Corp. Plc2.01Reduce 86.17%239,000$28.28$6,758,920$50.14+77.30%$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
59.92
Energy
40.08
Whales with similar holdings to Mohnish Pabrai
Ranked by number of overlapping positions in current portfolios
WhaleShared positionsShared $ exposure
Third Avenue Management LLC2$81MCompare →
Articles & Commentaries
Coming soon
Curated press + commentary about Mohnish Pabrai arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com