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Dalal Street (Mohnish Pabrai) 13F holdings — 2026-06-30

Filed by Dalal Street, LLC on 2026-08-13 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

4positions

$326.7Mreported value

1new positions

0positions sold out

Holdings

Issuer	Class	Shares	Value	% of 13F	Change
WARRIOR MET COAL INC	COM	1,744,050	$141.5M	43.32%	Reduced 4%
TRANSOCEAN LTD	REGISTERED SHS	20,398,659	$99.7M	30.53%	No change
ALPHA METALLURGICAL RESOUR I	COM	517,194	$85.3M	26.11%	Reduced 11%
KASPI KZ JSC	SPONSORED ADS	1,702	$147.5K	0.05%	New position

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.