Dalal Street Mohnish Pabrai
Holdings as of the end of Q3 2025, reported in its 13F filing on Nov 13, 2025; changes vs Q2 2025. Source
Reported value
$336.9M
at quarter-end prices
Positions
5
top 10 are 100% of it
Bought · Q3 2025
1
1 new, 0 added 20%+
Sold · Q3 2025
3
1 sold out, 2 cut 20%+
Holdings 5
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs Q2 2025 |
|---|---|---|---|---|---|---|
| 1 | HCC | WARRIOR MET COAL INC | 1,799,831 | $114.5M | 34.0% | — |
| 2 | AMR | ALPHA METALLURGICAL RESOUR I | 532,000 | $87.3M | 25.9% | +16% |
| 3 | RIG | TRANSOCEAN LTD | 24,442,332 | $76.3M | 22.6% | new |
| 4 | — | VALARIS LTD | 1,066,255 | $52M | 15.4% | -43% |
| 5 | — | NOBLE CORP PLC | 239,000 | $6.8M | 2.0% | -86% |
Sold out in Q3 2025 1
| Stock | Company | Shares held in Q2 2025 | Value then | Of portfolio then |
|---|---|---|---|---|
| AN | AUTONATION INC | 61,000 | $12.1M | 4.5% |
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.