Dalal Street NE trades
Mohnish Pabrai
Dalal Street Noble Corp plc stake
total: 32
Trades details
- Total transactions:
- 3
- New positions:
- 1
- Sold out:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q1
- Held for:
- 3 quarters
- Latest activity:
- 2025 Q4
According to 2026 Q2 report, Dalal Street doesn't hold any Noble Corp plc (NE) shares. To date, the estimated cost basis is nearly $23.7 for "buy" trades and estimated average "sell" price is $28.28. Dalal Street first purchased NE in 2025 Q1, initially acquiring about 1.73M shares. Since the initial investment in Noble Corp plc (NE), Dalal Street has made 2 more transactions.
When did Dalal Street sell Noble Corp plc (NE)?
Dalal Street sold off the entire Noble Corp plc (NE) position in 2025 Q4.
When did Dalal Street buy Noble Corp plc (NE)?
Dalal Street first invested in Noble Corp plc (NE) in 2025 Q1 at the reported quarter-end price of $23.70 per share.
What's the cost basis of Dalal Street's NE stake?
The estimated cost basis for Noble Corp plc (NE) stake is around $23.70 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $23.70
- Weighted AVG sell price:
- $28.28
Dalal Street's historical trades in Noble Corp plc
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
0.00%
|
0
|
$28.28
|
|
-100% (-239,000)
|
-2.01%
|
|
2025 Q3
|
2.01%
|
239,000
|
$28.28
|
$6,758,920
|
-86.17% (-1,489,744)
|
-15.51%
|
|
2025 Q1
|
17.45%
|
1,728,744
|
$23.70
|
$40,971,233
|
new
|
+17.45%
|
* 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.