Dalal Street Mohnish Pabrai

Top positions activity

Value History

Quarterly report: Q4 2025

Total portfolio value: $402.0M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
HCC
Warrior Met Coal Inc 158.7M 39.47% 1.8M =
RIG
Transocean Ltd 111.7M 27.77% 27.0M +2.6M ↑10.63%
AMR
Alpha Metallurgical Resources Inc 108.5M 26.99% 543.0K +11.0K ↑2.07%
VAL
Valaris Ltd 23.1M 5.75% 459.1K -607.2K ↓56.94%