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13F • Q2 2026 • FILED AUGUST 13, 2026
Mohnish Pabrai
Dalal Street (Pabrai Funds)
13F Value
Market value of everything the 13F reports: US-listed shares, options at their underlying value, convertible notes
$327M
+0.00%
Top Conviction
Largest position, as a share of the 13F value
HCC 43.3%
+0.00%
Positions
Companies and instruments in the filing; the 4 largest are listed below
4
Holdings As Of
Quarter end the 13F describes; filed with the SEC on August 13, 2026
June 30, 2026
ASSET | QTY | AVG | LAST | DAY % | MKT VAL | WEIGHT | P&L | RETURN | |
|---|---|---|---|---|---|---|---|---|---|
HC HCCWarrior Met Coal Inc | 141,547,098 | $1.00 | $1.00 | 0.00% | $141,547,098.00 | 43.32% | +$0.00 | +0.00% | |
RI RIGTransocean Ltd | 99,749,443 | $1.00 | $1.00 | 0.00% | $99,749,443.00 | 30.53% | +$0.00 | +0.00% | |
AM AMRAlpha Metallurgical Resources Inc | 85,305,978 | $1.00 | $1.00 | 0.00% | $85,305,978.00 | 26.11% | +$0.00 | +0.00% | |
KA KASPI KZ JSC | 147,461 | $1.00 | $1.00 | 0.00% | $147,461.00 | 0.05% | +$0.00 | +0.00% |
4 positions·4 in profit0 in loss·sorted by MKT VAL· ↑↓ move · enter open · o holding
since purchase +$0.00 (+0.00%)market value $326,749,980.00
Source: Dalal Street, LLC's Form 13F for Q2 2026. A 13F lists long positions in US-listed securities only, valued at the quarter's close; cash, short sales and foreign shares are not in it. Lines without a ticker are kept as filed. Weights are shares of everything the 13F reports, options included at their underlying's value as filed, so a large put or call can outweigh every stock line.