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Manager record · ✦ curated · archived quarter

Dalal Street (Pabrai)

Mohnish Pabrai (Managing Partner) · West Lake Hills, TX · CIK 1549575 · EDGAR filings ↗

Ultra-concentrated value vehicle.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Diff ⇄
$232.83MReported 13F value
4Positions
100.0%Top-10 weight
2.60Effective holdings
—Est. turnover
+0New
−0Exits

Reported 13F portfolio value covers U.S. reportable long positions only — not cash, bonds, shorts or non-U.S. holdings. It is not assets under management. No comparable prior filing — change columns unavailable this quarter.

Reported value by quarter Q2 2024 → Q2 2026
Sector exposure
Energy 100.0%

Share of reported common-equity value; (±pp) vs prior quarter.

The portfolio · Q2 2024
#SecurityWeightValueSharesΔ sharesHeld
1 AMR Alpha Metallurgical… 54.1% $125.95M 448.96K — n/c 1
2 ARCH ARCH RESOURCES INC 25.7% $59.73M 392.39K — n/c 1
3 HCC Warrior Met Coal, Inc. 12.7% $29.60M 471.52K — n/c 1
4 CEIX CONSOL ENERGY INC NEW 7.5% $17.55M 172.04K — n/c 1

Common-stock (SH) positions only; option lines are in the Options tab and are never netted. ✂ = change computed against split-adjusted prior shares. “Held N+” = held every quarter in our window, possibly longer.

Position age
40–1 quarters

Consecutive quarters each current position has been reported, within our data window.

Filing record
Aug 13 2026 13F-HR · period Q2 2026

$326.75M · 4 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$422.89M · 3 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$402.04M · 4 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$336.86M · 5 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$271.60M · 5 holdings listed · View original SEC filing ↗
May 14 2025 13F-HR · period Q1 2025

$234.82M · 4 holdings listed · View original SEC filing ↗
Feb 13 2025 13F-HR · period Q4 2024

$253.44M · 3 holdings listed · View original SEC filing ↗
Nov 13 2024 13F-HR · period Q3 2024

$246.90M · 5 holdings listed · View original SEC filing ↗
Aug 13 2024 13F-HR · period Q2 2024

$232.83M · 4 holdings listed · View original SEC filing ↗
Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: Q2 2024 · latest filing Aug 13, 2026 · Change methodology