---
title: Pabrai (Dalal Street, LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/pabrai
cik: 0001549575
quarter: 2026-06-30
filed: 2026-08-13
---
# Pabrai — Dalal Street, LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026: 4 positions worth $326.7M. Against the quarter ended Mar 31, 2026: 1 bought, 1 added to, 0 unchanged, 2 reduced, 0 sold. The top five are 100% of the portfolio, the top ten 100%; 0 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| HCC | WARRIOR MET COAL INC | 1,744,050 | $141.5M | 43.3% | reduced (-4%) |
| RIG | TRANSOCEAN LTD | 20,398,659 | $99.7M | 30.5% | added (+0%) |
| AMR | ALPHA METALLURGICAL RESOUR I | 517,194 | $85.3M | 26.1% | reduced (-11%) |
| KSPI | KASPI KZ JSC | 1,702 | $147,461 | 0.0% | bought |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| AMR | ALPHA METALLURGICAL RESOUR I | 517,194 | 579,738 | reduced (-11%) | −$10.3M | $85.3M |
| HCC | WARRIOR MET COAL INC | 1,744,050 | 1,810,831 | reduced (-4%) | −$5.4M | $141.5M |
| KSPI | KASPI KZ JSC | 1,702 | 0 | bought | +$147,461 | $147,461 |
| RIG | TRANSOCEAN LTD | 20,398,659 | 20,392,672 | added (+0%) | +$29,276.4 | $99.7M |

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Source: https://sweetvaluelab.com/investors/pabrai (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.