Mohnish Pabrai Portfolio: Pabrai Investment Funds (Dalal Street) 13F Holdings (Q2 2026)

Checked against SEC EDGAR Oct 28, 2026

Pabrai Investment Funds (Dalal Street) reported 4 stock positions worth $326.7M as of Jun 30, 2026 in its 13F filed Aug 13, 2026. The top 10 make up 100% of the reported portfolio. Changes are compared with Q1 2026: 1 new, 0 added, 2 reduced, 0 sold out.

13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.

Holdings

Ticker	Company	% of portfolio	Value	Shares	Change compared with Q1 2026
HCC	WARRIOR MET COAL INC	43.32%	$141.5M	1,744,050	Reduced 4%
RIG	TRANSOCEAN LTD	30.53%	$99.7M	20,398,659	No change
AMR	ALPHA METALLURGICAL RESOUR I	26.11%	$85.3M	517,194	Reduced 11%
KSPI	KASPI KZ JSC	0.04%	$147.5K	1,702	New position

Geopolitical news on Mohnish Pabrai’s top holdings

• Pakistan Hikes Interest Rate to Curb Inflation Risks KSPI
• Warrior Met Coal (HCC) Shares Cross Below 200 DMA HCC
• Transocean Boosts Backlog With New Deepwater Conqueror Deal RIG
• KSPI Crosses Above Average Analyst Target KSPI

Source: SEC EDGAR filing 0001549575-26-000015 (CIK 1549575). Values are as reported in the filing.

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