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Pabrai (Dalal Street)
high confidence — compiled with source citation from the investment brain.
Pabrai (Dalal Street)
Pabrai (Dalal Street)
13F portfolio as of the 2026-06-30 filing. See the EDGAR source for the raw filing.
Top holdings (4 of 4)
| # | Issuer | Value | % of fund | QoQ |
|---|---|---|---|---|
| 1 | WARRIOR MET COAL INC | $141.5M | 43.3% | ↓ |
| 2 | TRANSOCEAN LTD | $99.7M | 30.5% | ↓ |
| 3 | ALPHA METALLURGICAL RESOUR I | $85.3M | 26.1% | ↓ |
| 4 | KASPI KZ JSC | $147.5K | 0% | NEW |
Portfolio changes vs prior quarter
New positions: KASPI KZ JSC.
Reductions: WARRIOR MET COAL INC, TRANSOCEAN LTD, ALPHA METALLURGICAL RESOUR I.
Portfolio profile
- Total reported value: $326.7M
- Holdings: 4
- Concentration (top-10 % of book): 100%