Dalal Street, LLC holds a concentrated book of 3 stocks worth $422.9M as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they trimmed Transocean Ltd. Their largest long position is Warrior Met Coal Inc at 40% of the equity book.
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Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Warrior Met Coal Inc COM | $168.7M | 1.81M | 39.9% | ▲+0.6% Added · +11K sh | |
| 2 | Transocean Ltd REGISTERED SHS | $135.2M | 20.39M | 32.0% | ▼−25% Reduced · −6.6M sh | |
| 3 | Alpha Metallurgical Resour I COM | $119.0M | 579.7K | 28.1% | ▲+6.8% Added · +37K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 3 | $422.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 4 | $402.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 5 | $336.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 5 | $271.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 4 | $234.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 3 | $253.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 5 | $246.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 4 | $232.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 4 | $215.7M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 4 | $248.1M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 3 | $169.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 2 | $73.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 3 | $121.3M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 5 | $120.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 4 | $98.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 3 | $100.8M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 3 | $142.3M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 3 | $216.6M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 3 | $190.8M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 3 | $277.7M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 3 | $262.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 2 | $206.3M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 2 | $149.1M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 2 | $147.7M | 13F-HR |
Managing Partner of Pabrai Investment Funds.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.