Why does the filing name Dalal Street and not Pabrai?

Dalal Street, LLC is the entity that manages the funds and therefore the entity that files. An older filer under his own name stopped reporting in 2012 and is not used here.

Why are there only a few positions?

Pabrai waits for a small number of clear opportunities and invests heavily when one appears. Between those moments the portfolio often does not change for several quarters.

Is this everything he owns?

No, and it is a small part. His funds hold large positions in India and Turkey, and no US form reports those.

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Value investor

Mohnish Pabrai's disclosed portfolio

He copies methods openly and holds very few companies. The US filing usually lists four.

Size$327MPositions4Turnover75%Current weights, 12 m+34.5%

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Mohnish Pabrai's disclosed portfolio

Size$327M

Current weights, 12 m+34.5%

Create an account and we will tell you when this investor reports a trade.

CompanyPortfolio weightDisclosed sincePrice24h30dValue

Warrior Met Coal, Inc.HCC43.3%since 2023$88.95−1.4%—$142M

Transocean Ltd.RIG30.5%since 2025$5.43−0.7%—$100M

43.3%

Warrior Met Coal, Inc.HCC · $88.95−1.4%

30.5%

Transocean Ltd.RIG · $5.43−0.7%

Alpha Metallurgical Resources, Inc.AMR26.1%since 2023$172.01−4.7%—$85M

Joint Stock Company Kaspi.kzKSPI0.1%since 2026$92.79−1.1%—$147461

26.1%

Alpha Metallurgical Resources, Inc.AMR · $172.01−4.7%

0.1%

Joint Stock Company Kaspi.kzKSPI · $92.79−1.1%

SourceSEC Form 13F filings (US)Holdings as of 30 Jun 2026

The +34.5% above is the 12-month change these weights would have produced. It is not Mohnish Pabrai's return.

Why people follow this portfolio

Mohnish Pabrai runs the Pabrai Investment Funds and files in the United States as Dalal Street, LLC. These are the US-listed positions from his latest filing.

Mohnish Pabrai says openly that he copies other investors instead of inventing his own ideas. His funds are modelled on the partnerships Warren Buffett ran in the 1950s, down to the fee structure. He has written two books about the approach. He paid 650,000 dollars for a lunch with Buffett in 2007 and has described what he took from it many times since.

The method is to wait for a small number of obvious opportunities and to invest heavily when one appears. The US filing usually lists around four positions, which is few even by the standards of a concentrated manager. With a portfolio that size, one purchase or sale changes it visibly.

Most of what he runs is not in this form. Pabrai has invested heavily in India and Turkey for years, and those holdings sit outside the US reporting system. What appears here is only the American part of a portfolio built mainly elsewhere.

Where this data comes from

Positions come from the 13F form Dalal Street, LLC files with the SEC each quarter. The form covers long positions in US-listed shares only, so the Indian and other non-US holdings of the funds do not appear.

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