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Mohnish Pabrai

Dalal Street

Dalal Street Portfolio 13F

Mohnish Pabrai Holdings Activity

Portfolio value:
$234.82M≈ (-$19M≈)
Previous value:
$253.44M≈
# of changes:
5
New positions:
2
Reported for:
31 Mar 2025 (Q1)
Latest filing date:
14 May 2025
Dalal Street has disclosed a total of 5 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 1, bought 2 totally new, decreased the number of shares of 1 and completely sold out 1 position(s).

What stocks did Mohnish Pabrai buy in 2025 Q1?

During 2025 Q1 Mohnish Pabrai has purchased 3 securities: (HCC) Warrior Met Coal Inc (added shares +5.57%), (VAL) Valaris Ltd (new buy) and (NE) NOBLE CORP (new buy).

What did Mohnish Pabrai invest in during 2025 Q1?

Mohnish Pabrai's holdings were (HCC) Warrior Met Coal Inc (36.57%), (VAL) Valaris Ltd (23.87%), (AMR) Alpha Metallurgical Resources Inc (22.11%) and (NE) NOBLE CORP (17.45%).
In the 2025 Q1 report(s) the following changes have been made to the investments: (HCC) Warrior Met Coal Inc (added shares +5.57%), (VAL) Valaris Ltd (new buy), (AMR) Alpha Metallurgical Resources Inc (reduced shares -14.91%) and (NE) NOBLE CORP (new buy).
5 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*
NOBLE CORP NE
NOBLE CORP
new
+1,728,744
1,728,744
+17.45%
$23.70
+71.22%($40.58)
17.45%
2025 Q1
≈ 0.25 years
Valaris Ltd VAL
Valaris Ltd
new
+1,427,564
1,427,564
+23.87%
$39.26
+95.82%($76.88)
23.87%
2025 Q1
≈ 0.25 years
Warrior Met Coal Inc HCC
Warrior Met Coal Inc
+5.57%
+94,910
1,799,580
+1.93%
$47.72
+69.00%($80.64)
36.57%
2023 Q4
≈ 1.50 years
Alpha Metallurgical Resources Inc AMR
Alpha Metallurgical Resources Inc
-14.91%
-72,635
414,616
-3.59%
$125.25
+12.98%($141.51)
22.11%
2023 Q2
≈ 2.00 years
Core Natural Resources, Inc CNR
Core Natural Resources, Inc
-100%
-594,950
0
-25.04%
$106.68
-24.63%($80.41)
0.00%
2023 Q2
≈ 1.75 years
* 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.