Hedge fund
Mohnish Pabrai
Dalal Street
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$422.9M
Positions
3
Concentration
3 positions
Highly concentrated
HCC40%
RIG32%
AMR28%
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | WARRIOR MET COALHCC | 39.89% | ↗Added 0.61% | 1.8M shares · $93.15 $168.7M |
| 2 | TRANSOCEANRIG | 31.97% | ↘Reduced 24.58% | 20.4M shares · $6.63 $135.2M |
| 3 | ALPHA METALLURGICAL RESOUR IAMR | 28.14% | ↗Added 6.77% | 579.7K shares · $205.27 $119.0M |
| 3 positions | 100.00% | $422.9M |