Dalal Street RIG trades
Mohnish Pabrai
Dalal Street Transocean Ltd stake
total: 32
Trades details
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 2
- Reduced:
- 1
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Dalal Street holds 20,398,659 Transocean Ltd (RIG) shares with a market value of roughly $99.75M accounting for 30.53% of the overall portfolio. To date, the estimated cost basis is nearly $3.22 for "buy" trades and estimated average "sell" price is $6.63. Dalal Street first purchased RIG in 2025 Q3, initially acquiring about 24.44M shares. Since the initial investment in Transocean Ltd (RIG), Dalal Street has made 3 more transactions.
When did Dalal Street buy Transocean Ltd (RIG)?
Dalal Street first invested in Transocean Ltd (RIG) in 2025 Q3 at the reported quarter-end price of $3.12 per share.
What's the cost basis of Dalal Street's RIG stake?
The estimated cost basis for Transocean Ltd (RIG) stake is around $3.22 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $3.22
- Weighted AVG sell price:
- $6.63
Dalal Street's historical trades in Transocean Ltd
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
30.53%
|
20,398,659
|
$4.89
|
$99,749,443
|
+0.03% (+5,987)
|
+0.01%
|
|
2026 Q1
|
31.97%
|
20,392,672
|
$6.63
|
$135,203,415
|
-24.58% (-6,647,461)
|
-10.96%
|
|
2025 Q4
|
27.78%
|
27,040,133
|
$4.13
|
$111,675,749
|
+10.63% (+2,597,801)
|
+2.67%
|
|
2025 Q3
|
22.64%
|
24,442,332
|
$3.12
|
$76,260,076
|
new
|
+22.64%
|
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.