In Q2 2026, Dalal Street (Mohnish Pabrai) held 4 US-listed stocks worth $327m. Its biggest move was cutting Warrior Met Coal (4% fewer shares, now 43%), followed by cutting Alpha Metallurgical Resources (11% fewer shares, now 26%). It started 1 new position and sold out of 0. Its largest holding is Warrior Met Coal at 43%.
Q2 2026, filed 13 Aug 2026 (filing): 1 new, 1 added to, 2 trimmed, 0 sold out. Select a row to see it over time.How this works
Changes compare share counts with Q1 2026, adjusted for stock splits. Share classes of the same company are combined. Values are at quarter-end prices.
13F holdings with change from the previous quarter
Each bar is one 13F. Select a bar or press play to see that quarter’s 12 largest positions.How this works
Bars are split by share of the US portfolio: the six biggest holdings over the period in colour, everything else in grey. The last eight quarters are shown in full, earlier years at year end.
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STLAHCCAMRMURIGGMEverything else
2013: Stellantis 0.0%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 0.0%, Transocean 0.0%, General Motors 25.2%; 2014: Stellantis 29.2%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 0.0%, Transocean 0.0%, General Motors 18.4%; 2015: Stellantis 50.9%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 0.0%, Transocean 0.0%, General Motors 25.7%; 2016: Stellantis 31.5%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 0.0%, Transocean 0.0%, General Motors 27.6%; 2017: Stellantis 60.6%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 0.0%, Transocean 0.0%, General Motors 0.0%; 2018: Stellantis 91.6%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 8.4%, Transocean 0.0%, General Motors 0.0%; 2019: Stellantis 44.7%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 36.3%, Transocean 0.0%, General Motors 0.0%; 2020: Stellantis 0.0%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 66.3%, Transocean 0.0%, General Motors 0.0%; 2021: Stellantis 0.0%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 78.4%, Transocean 0.0%, General Motors 0.0%; 2022: Stellantis 0.0%, Warrior Met Coal 0.0%, Alpha Metallurgical Resources 0.0%, Micron Technology 77.1%, Transocean 0.0%, General Motors 0.0%; 2023: Stellantis 0.0%, Warrior Met Coal 15.5%, Alpha Metallurgical Resources 53.9%, Micron Technology 0.0%, Transocean 0.0%, General Motors 0.0%; Q3 ’24: Stellantis 0.0%, Warrior Met Coal 18.1%, Alpha Metallurgical Resources 45.9%, Micron Technology 0.0%, Transocean 0.0%, General Motors 0.0%; Q4 ’24: Stellantis 0.0%, Warrior Met Coal 36.5%, Alpha Metallurgical Resources 38.5%, Micron Technology 0.0%, Transocean 0.0%, General Motors 0.0%; Q1 ’25: Stellantis 0.0%, Warrior Met Coal 36.6%, Alpha Metallurgical Resources 22.1%, Micron Technology 0.0%, Transocean 0.0%, General Motors 0.0%; Q2 ’25: Stellantis 0.0%, Warrior Met Coal 30.4%, Alpha Metallurgical Resources 19.1%, Micron Technology 0.0%, Transocean 0.0%, General Motors 0.0%; Q3 ’25: Stellantis 0.0%, Warrior Met Coal 34.0%, Alpha Metallurgical Resources 25.9%, Micron Technology 0.0%, Transocean 22.6%, General Motors 0.0%; Q4 ’25: Stellantis 0.0%, Warrior Met Coal 39.5%, Alpha Metallurgical Resources 27.0%, Micron Technology 0.0%, Transocean 27.8%, General Motors 0.0%; Q1 ’26: Stellantis 0.0%, Warrior Met Coal 39.9%, Alpha Metallurgical Resources 28.1%, Micron Technology 0.0%, Transocean 32.0%, General Motors 0.0%; Q2 ’26: Stellantis 0.0%, Warrior Met Coal 43.3%, Alpha Metallurgical Resources 26.1%, Micron Technology 0.0%, Transocean 30.5%, General Motors 0.0%
Q1 Q2 Q3 Q4 · each quarter is that quarter’s profits times the stake reported at its end. *2026 so far: 2 quarters. Click a quarter to see its holdings.
Net income is as reported (GAAP), so it includes one-off items and, for some companies, gains or losses on investments they hold. Companies that report under IFRS (most non-US companies) or whose shares we can’t match reliably are left out; “portfolio covered” shows how much is included. Look-through earnings explained. Growth compares earnings per share over the last 12 months with the 12 months a year earlier, for holdings profitable in both.
US holdings by sector
Materials69.4%
Energy30.5%
Financials0.0%
Sectors are grouped from each company’s SEC industry code, as a share of the Q2 2026 13F.