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Mohnish Pabrai

Dalal Street

Mohnish Pabrai TRANSOCEAN LTD stake

total: 31

Dalal Street RIG trades

Total transactions:
3
New positions:
1
Added:
1
Reduced:
1
Held since:
2025 Q3
Held for:
3 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Mohnish Pabrai holds 20,392,672 TRANSOCEAN LTD (RIG) shares with a market value of roughly $135.20M accounting for 31.97% 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 2 more transactions.

How many RIG shares does Mohnish Pabrai currently hold?

According to 2026 Q1 report, Mohnish Pabrai holds 20,392,672 shares of TRANSOCEAN LTD (RIG), valued at around $135.20M.

When did Mohnish Pabrai buy TRANSOCEAN LTD (RIG)?

Mohnish Pabrai 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

Mohnish Pabrai's historical trades in TRANSOCEAN LTD

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
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.
* 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.