Portfolio diff
Dalal Street (Pabrai)
Q1 2026 ⇄ Q2 2026
+1Added
−0Removed
3Resized
0Unchanged
Added (Q2 2026)
| Security | Value | Shares |
|---|---|---|
| KSPI KASPI KZ JSC | $147,461 | 1.70K |
Removed (was held in Q1 2026)
| Security | Value then | Shares then |
|---|---|---|
| None. | ||
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| AMR ALPHA METALLURGICAL… | 579.74K | 517.19K | -10.8% |
| HCC WARRIOR MET COAL INC | 1.81M | 1.74M | -3.7% |
| RIG TRANSOCEAN LTD | 20.39M | 20.40M | 0.0% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
← Back to the manager record