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Mohnish Pabrai

Dalal Street

Mohnish Pabrai Valaris Ltd stake

total: 31

Dalal Street VAL trades

Total transactions:
5
New positions:
1
Sold out:
1
Added:
1
Reduced:
2
Held since:
2025 Q1
Held for:
4 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Mohnish Pabrai doesn't hold any Valaris Ltd (VAL) shares. To date, the estimated cost basis is nearly $39.95 for "buy" trades and estimated average "sell" price is $49.69. Dalal Street first purchased VAL in 2025 Q1, initially acquiring about 1.43M shares. Since the initial investment in Valaris Ltd (VAL), Dalal Street has made 4 more transactions.

When did Mohnish Pabrai sell Valaris Ltd (VAL)?

Mohnish Pabrai sold off the entire Valaris Ltd (VAL) position in 2026 Q1.

When did Mohnish Pabrai buy Valaris Ltd (VAL)?

Mohnish Pabrai first invested in Valaris Ltd (VAL) in 2025 Q1 at the reported quarter-end price of $39.26 per share.

What's the cost basis of Dalal Street's VAL stake?

The estimated cost basis for Valaris Ltd (VAL) stake is around $39.95 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$39.95
Weighted AVG sell price:
$49.69

Mohnish Pabrai's historical trades in Valaris Ltd

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.00%
0
$50.40
-100% (-459,098)
-5.76%
2025 Q4
5.76%
459,098
$50.40
$23,138,539
-56.94% (-607,157)
-9.08%
2025 Q3
15.44%
1,066,255
$48.77
$52,001,256
-43.40% (-817,522)
-14.68%
2025 Q2
29.21%
1,883,777
$42.11
$79,325,849
+31.96% (+456,213)
+7.07%
2025 Q1
23.87%
1,427,564
$39.26
$56,046,163
new
+23.87%
* 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.