Latticework
Mohnish Pabrai

Mohnish Pabrai's 2026Q1 portfolio

Mohnish Pabrai (Dalal Street LLC / Pabrai Investment Funds) held 3 positions as of Mar 31, 2026, with the largest position at 39.9% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (3)

  1. 1HCCWarrior Met Coal Inc
    % port
    39.9%
    +0.4pp vs prior Q
  2. 2RIGTransocean Ltd
    % port
    32.0%
    +4.2pp vs prior Q
  3. 3AMRAlpha Metallurgical Resource
    % port
    28.1%
    +1.1pp vs prior Q

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.