Dalal Street recent buys & sells (2026 Q3)
Mohnish Pabrai
Dalal Street Portfolio Changes
Purchase & sale details
- Portfolio value:
- $362.06M (+$35M)
- Previous value:
- $326.75M
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 13 Nov 2026
Dalal Street has disclosed a total of 4 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 1 position(s).
In the latest report(s) the following changes have been made to the investments: (HCC) Warrior Met Coal Inc (added shares +7.07%), (RIG) Transocean Ltd (added shares +39.59%), (AMR) Alpha Metallurgical Resources Inc (reduced shares -66.99%) and (KSPI) Joint Stock Company Kaspi.kz (added shares +12,192.07%).
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
|
+12,192.07%
|
+207,509
|
209,211
|
+5.39%
|
$94.06
|
-5.29%($89.08)
|
5.44%
|
2026 Q2
|
~0.50 years
|
|
|
|
Transocean Ltd
|
+39.59%
|
+8,076,646
|
28,475,305
|
+11.69%
|
$5.24
|
+1.91%($5.34)
|
41.21%
|
2025 Q3
|
~1.25 years
|
|
|
|
Warrior Met Coal Inc
|
+7.07%
|
+123,245
|
1,867,295
|
+3%
|
$88.07
|
-6.48%($82.36)
|
45.42%
|
2023 Q4
|
~3.00 years
|
|
|
|
Alpha Metallurgical Resources Inc
|
-66.99%
|
-346,450
|
170,744
|
-17.84%
|
$168.22
|
-8.93%($153.19)
|
7.93%
|
2023 Q2
|
~3.50 years
|
|
Insights | News
Insight
—
Outsized position · 2026 Q3
Insight
—
Outsized position · 2026 Q3
Insight
—
Major trim · 2026 Q3
Insight
* 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".