# Dalal Street (Mohnish Pabrai): Q2 2026 13F holdings

Mohnish Pabrai’s Dalal Street (Mohnish Pabrai): $327m in 4 US holdings at Q2 2026, with buys and sells.

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%.

13F for the quarter ending 2026-06-30, filed 2026-08-13 ([filing](https://www.sec.gov/Archives/edgar/data/1549575/000154957526000015/0001549575-26-000015-index.htm)). $327m in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Warrior Met Coal (HCC) | $142m | 43.3% | Trimmed -3.7% | 39.9% |
| Transocean (RIG) | $99.7m | 30.5% | Added 0.0% | 32.0% |
| Alpha Metallurgical Resources (AMR) | $85.3m | 26.1% | Trimmed -11% | 28.1% |
| Kaspi Kz Jsc (KSPI) | $147k | 0.1% | New | – |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/dalal-street-mohnish-pabrai). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.