Dalal Street recent buys & sells (2026 Q2)
Mohnish Pabrai
Dalal Street Portfolio Changes
Purchase & sale details
- Portfolio value:
- $326.75M (-$96M)
- Previous value:
- $422.89M
- # of changes:
- 4
- New positions:
- 1
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 13 Aug 2026
Dalal Street has disclosed a total of 4 changes to the portfolio in the (2026 Q2) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 2 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Joint Stock Company Kaspi.kz
|
new
|
+1,702
|
1,702
|
+0.05%
|
$86.64
|
+2.82%($89.08)
|
0.05%
|
2026 Q2
|
~0.25 years
|
|
|
|
Transocean Ltd
|
+0.03%
|
+5,987
|
20,398,659
|
+0.01%
|
$4.89
|
+9.20%($5.34)
|
30.53%
|
2025 Q3
|
~1.00 year
|
|
|
|
Warrior Met Coal Inc
|
-3.69%
|
-66,781
|
1,744,050
|
-1.28%
|
$81.16
|
+1.48%($82.36)
|
43.32%
|
2023 Q4
|
~2.75 years
|
|
|
|
Alpha Metallurgical Resources Inc
|
-10.79%
|
-62,544
|
517,194
|
-2.44%
|
$164.94
|
-7.12%($153.19)
|
26.11%
|
2023 Q2
|
~3.25 years
|
|
Insights | News
Insight
—
Outsized position · 2026 Q2
Insight
—
Outsized position · 2026 Q2
Insight
—
Outsized position · 2026 Q2
* 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".