Dalal Street recent buys & sells (2026 Q1)
Mohnish Pabrai
Dalal Street Portfolio Changes
Purchase & sale details
- Portfolio value:
- $422.89M~ (+$21M~)
- Previous value:
- $402.04M~
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 14 May 2026
Dalal Street has disclosed a total of 4 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 2, decreased the number of shares of 1 and completely sold out 1 position(s).
4 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alpha Metallurgical Resources Inc
|
+6.77%
|
+36,738
|
579,738
|
+1.78%
|
$205.27
|
-18.87%($166.53)
|
28.14%
|
2023 Q2
|
~3.00 years
|
|
|
|
Warrior Met Coal Inc
|
+0.61%
|
+11,000
|
1,810,831
|
+0.24%
|
$93.15
|
-4.93%($88.56)
|
39.89%
|
2023 Q4
|
~2.50 years
|
|
|
|
Transocean Ltd
|
-24.58%
|
-6,647,461
|
20,392,672
|
-10.96%
|
$6.63
|
-17.12%($5.50)
|
31.97%
|
2025 Q3
|
~0.75 years
|
|
|
|
Valaris Ltd
|
-100%
|
-459,098
|
0
|
-5.76%
|
$50.40
|
+64.08%($82.70)
|
0.00%
|
2025 Q1
|
~1.00 year
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".