Fund Holdings — Dalal Street, LLC

Total Portfolio Value:
$326.75M
Total Bought:
$35.60M
Total Sold:
$60.83M
Net Transaction:
-$25.23M
Notable People:
Mohnish Pabrai Texas Trust, Dated
Securities
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SharesValue
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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Warrior Met Coal, Inc.(HCC)1,810,8311,744,050-66,781$168.68M$141.55M43.32%-$27.13M
Transocean Ltd.REGISTERED SHS(RIG)20,392,67220,398,659+5,987$135.20M$99.75M30.53%-$35.45M
Alpha Metallurgical Resour I579,738517,194-62,544$119.00M$85.31M26.11%-$33.70M
Joint Stock Company Kaspi.kzADS(KSPI)01,702+1,702$0$147.5K0.05%+$147.5K
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Dalal Street, LLC — 13F Holdings — Q2 2026 | TickerTrail