Mohnish Pabrai
Dalal Street · 13F for the quarter to 30 June 2026, filed 13 August 2026
- Portfolio
- $326.7M
- Stocks
- 4
- Largest
- HCC
Portfolio
As of 30 June 2026. The change is in shares, against the 13F for 31 March 2026; a stock split is taken out. Read the 13F
| Stock | Weight | Value | Shares | Change |
|---|---|---|---|---|
 HCCWarrior Met Coal Inc | 43% | $141.5M | 1,744,050 | -4% |
 RIGTransocean Ltd | 31% | $99.7M | 20,398,659 | Unchanged |
 AMRAlpha Metallurgical Resour I | 26% | $85.3M | 517,194 | -11% |
 KSPIKaspi Kz Jsc | <0.1% | $147,461 | 1,702 | New position |
Moves since the 13F
Form 4 trades in companies where the firm is an insider, and Schedules 13D and 13G, filed once a stake passes 5%.
Nothing filed since the 13F.
Source: Form 13F, Form 4 and Schedules 13D and 13G filed with the SEC. A 13F lists US-listed shares only (no short positions, no cash, no holdings abroad); options and bonds are left out here. Values are at the quarter's end, as the firm reported them. Super investor portfolios