Superinvestor · SEC 13F
Mohnish Pabrai portfolio — Q2 2026
Mohnish Pabrai is founder of Pabrai Investment Funds (13F filer: Dalal Street LLC). Dalal Street LLC reported $326.7M across 4 US-listed positions in its SEC Form 13F-HR for the quarter ended 2026-06-30, with WARRIOR MET COAL INC the largest at $141.5M (43.32% of reported value). 13F positions are as of quarter-end and filed up to 45 days later — they are not current positions.
Definition
A 13F filing is a quarterly SEC disclosure required of institutional investment managers with at least $100M in US-listed equity assets. It lists the manager's long US equity positions as of quarter-end and must be filed within 45 days of that date. It excludes shorts, most bonds, non-US listings — and any personal accounts outside the firm's reported holdings. Source: SEC EDGAR Form 13F-HR.
Mohnish Pabrai's top holdings — Q2 2026
| # | Holding | Value | % of reported | Δ shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | WARRIOR MET COAL INC | $141.5M | 43.32% | −66,781 |
| 2 | TRANSOCEAN LTD | $99.7M | 30.53% | +5,987 |
| 3 | ALPHA METALLURGICAL RESOUR I | $85.3M | 26.11% | −62,544 |
| 4 | Kaspi.KZ JSC | $147.5K | 0.05% | new |
Top 4 of 4 stored positions by value — see the full Dalal Street LLC 13F table and filing history.
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
What changed vs Q1 2026
Largest share-count changes between the two most recent stored filings. Value deltas include the quarter's price move.
- Kaspi.KZ JSCadded · +$147.5K
- TRANSOCEAN LTDadded · −$35.5M
- ALPHA METALLURGICAL RESOUR Ireduced · −$33.7M
- WARRIOR MET COAL INCreduced · −$27.1M
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
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Frequently asked questions
What stocks does Mohnish Pabrai own?
As disclosed in Dalal Street LLC's SEC 13F filing for the quarter ended 2026-06-30, the firm Mohnish Pabrai founded reported 4 US-listed positions worth $326.7M, the largest being WARRIOR MET COAL INC, TRANSOCEAN LTD, ALPHA METALLURGICAL RESOUR I. 13F positions are as of quarter-end, filed up to 45 days later — not current holdings. Not investment advice.
What is Mohnish Pabrai's largest holding?
WARRIOR MET COAL INC was the largest reported position in Dalal Street LLC's Q2 2026 13F, valued at $141.5M — 43.32% of the $326.7M in reported holdings. Source: SEC EDGAR Form 13F-HR, quarter ended 2026-06-30.
What did Mohnish Pabrai buy last quarter?
Versus the prior stored quarter (Q1 2026), Dalal Street LLC's Q2 2026 13F shows share-count increases or newly reported positions including Kaspi.KZ JSC, TRANSOCEAN LTD. The full quarter-over-quarter tables are on the Dalal Street LLC 13F page. Disclosure reporting, not investment advice.
Is this Mohnish Pabrai's personal portfolio?
It is the portfolio Dalal Street LLC disclosed in its SEC Form 13F-HR — the firm's long US-listed equity positions as of quarter-end. Mohnish Pabrai is founder of Pabrai Investment Funds (13F filer: Dalal Street LLC). A 13F excludes shorts, most bonds, non-US listings, and any personal accounts outside the firm's reported holdings.
How current is this data?
13F positions are as of quarter-end and filed up to 45 days later, so they are never current positions. Flock's coverage of Dalal Street LLC runs through the quarter ended 2026-06-30 and re-checks SEC EDGAR daily for new filings.
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