Livermore

Dalal Street, LLC

Superinvestor

Pabrai Investment Funds

SEC CIK
0001549575
Manager
Mohnish Pabrai
Style
Value

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
4
+1 vs. Q1 2026
Total value
$326.75M
−$96.14M (−22.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Dalal Street, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
HCCWARRIOR MET COAL INCCOM1,744,050$141.55M43.32%−66,781−3.7%ReducedView
RIGTRANSOCEAN LTDREGISTERED SHS20,398,659$99.75M30.53%+5,9870.0%AddedView
AMRALPHA METALLURGICAL RESOUR ICOM517,194$85.31M26.11%−62,544−10.8%ReducedView
KSPIKASPI KZ JSCSPONSORED ADS1,702$147.46K0.05%+1,702NewView

13F filings by quarter

Dalal Street, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 20264$326.75Mvs. Q1 2026SEC
Q1 2026May 14, 20263$422.89Mvs. Q4 2025SEC
Q4 2025Feb 13, 20264$402.04Mvs. Q3 2025SEC
Q3 2025Nov 13, 20255$336.86Mvs. Q2 2025SEC
Q2 2025Aug 13, 20255$271.6Mvs. Q1 2025SEC
Q1 2025May 14, 20254$234.82Mvs. Q4 2024SEC
Q4 2024Feb 13, 20253$253.44Mvs. Q3 2024SEC
Q3 2024Nov 13, 20245$246.9Mvs. Q2 2024SEC
Q2 2024Aug 13, 20244$232.83Mvs. Q1 2024SEC
Q1 2024May 14, 20244$215.7Mvs. Q4 2023SEC
Q4 2023Feb 14, 20244$248.13Mvs. Q3 2023SEC
Q3 2023Nov 13, 20233$169.63Mvs. Q2 2023SEC
Q2 2023Aug 11, 20232$73.4Mvs. Q1 2023SEC
Q1 2023May 12, 20233$121.27Mvs. Q4 2022SEC
Q4 2022Feb 14, 20234$120.56Mvs. Q3 2022SEC
Q3 2022Nov 14, 20223$98.78Mvs. Q2 2022SEC
Q2 2022Aug 12, 20222$100.84Mvs. Q1 2022SEC
Q1 2022May 13, 20222$142.29Mvs. Q4 2021SEC
Q4 2021Feb 14, 20222$216.63Mvs. Q3 2021SEC
Q3 2021Nov 12, 20213$190.77Mvs. Q2 2021SEC
Q2 2021Aug 13, 20213$277.65Mvs. Q1 2021SEC
Q1 2021May 14, 20213$262.04M–SEC