Mohnish Pabrai
Dalal Street, LLC
Author of "The Dhandho Investor," Mohnish Pabrai is an outspoken disciple of Buffett and Munger who runs an extremely concentrated portfolio.
Portfolio as of March 31, 2026
| Company ↕ | Value ↓ | % ↕ | ||
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Quarterly moves
Q4 2025 → Q1 2026
Amount invested · % of portfolio
None
Amount bought · (±%) · % of portfolio
- WARRIOR MET COAL INC $1M (+0.6%) · 39.9%
- ALPHA METALLURGICAL RESOUR I $8M (+6.8%) · 28.1%
Amount sold · (±%) · % of portfolio
- TRANSOCEAN LTD $27M (-24.6%) · 32.0%
- VALARIS LTD $23M
Portfolio value over time
Top 10 holdings evolution as of March 31, 2026
Share of portfolio (%) since inception, top 10 as of the selected quarter.
Sector breakdown
Based on holdings matched to a stock referenced on the site.
Dividend aristocrats held
Stocks with at least 25 consecutive years of dividend growth.
No matching holding among stocks referenced on the site.
Frequently asked questions
What are Mohnish Pabrai's top holdings?
As of March 31, 2026, the top three holdings of Dalal Street, LLC are WARRIOR MET COAL INC, TRANSOCEAN LTD, ALPHA METALLURGICAL RESOUR I.
How many positions does Mohnish Pabrai hold?
Dalal Street, LLC reports 3 equity positions worth $423M as of March 31, 2026.
Does Mohnish Pabrai invest in dividend stocks?
The dividend exposure of this portfolio cannot be assessed yet.
Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.