What stocks does Mohnish Pabrai own? — Dalal Street, LLC portfolio & 13F holdings

Mohnish Pabrai runs Dalal Street, LLC. Buffett's most devoted disciple. Clones shamelessly, concentrates ruthlessly, and holds patiently. Has openly said his entire strategy is to copy the greats. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $402M across 4 positions. The largest holdings are WARRIOR MET COAL INC, TRANSOCEAN LTD, and ALPHA METALLURGICAL RESOUR I (WARRIOR MET COAL INC alone is 39.5% of the book).

Recently exited names: NOBLE CORP PLC.