Mohnish Pabrai - Dalal Street
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    3
Portfolio value:    $422,885,142
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
AMR - Alpha Metallurgical Resources, Inc. Add 6.77% 36,738 1.78
HCC - Warrior Met Coal, Inc. Add 0.61% 11,000 0.24
Q4 2025
RIG - Transocean Ltd. Add 10.63% 2,597,801 2.67
AMR - Alpha Metallurgical Resources, Inc. Add 2.07% 11,000 0.55
Q3 2025
AMR - Alpha Metallurgical Resources, Inc. Add 15.57% 71,673 3.49
HCC - Warrior Met Coal, Inc. Add 0.00% 86 0.00
RIG - Transocean Ltd. Buy 24,442,332 22.64
Q2 2025
VAL - Valaris Ltd. Add 31.96% 456,213 7.07
AMR - Alpha Metallurgical Resources, Inc. Add 11.02% 45,711 1.89
HCC - Warrior Met Coal, Inc. Add 0.01% 165 0.00
AN - AutoNation, Inc. Buy 61,000 4.46
Q1 2025
HCC - Warrior Met Coal, Inc. Add 5.57% 94,910 1.93
VAL - Valaris Ltd. Buy 1,427,564 23.87
NE - Noble Corp. plc Buy 1,728,744 17.45
Q4 2024
HCC - Warrior Met Coal, Inc. Add 144.08% 1,006,263 21.53
AMR - Alpha Metallurgical Resources, Inc. Add 1.57% 7,553 0.60
Q3 2024
CEIXN - Consol Energy Inc New Add 347.95% 598,604 25.37
HCC - Warrior Met Coal, Inc. Add 48.12% 226,888 5.87
AMR - Alpha Metallurgical Resources, Inc. Add 6.85% 30,738 2.94
DAC - Danaos Corporation Buy 46,590 1.64
Q2 2024
ARCH - Arch Resources Inc Add 179.66% 252,080 16.48
AMR - Alpha Metallurgical Resources, Inc. Add 11.03% 44,603 5.37
HCC - Warrior Met Coal, Inc. Add 0.16% 756 0.02
Q1 2024
AMR - Alpha Metallurgical Resources, Inc. Add 2.55% 10,044 1.54
Q4 2023
ARCH - Arch Resources Inc Add 200.36% 156,756 10.49
HCC - Warrior Met Coal, Inc. Buy 629,712 15.47
Q3 2023
CEIXN - Consol Energy Inc New Add 94.90% 193,096 11.94
AMR - Alpha Metallurgical Resources, Inc. Add 21.75% 78,861 12.07
ARCH - Arch Resources Inc Buy 78,238 7.87
Q2 2023
AMR - Alpha Metallurgical Resources, Inc. Buy 362,649 81.20
CEIXN - Consol Energy Inc New Buy 203,474 18.80
Q1 2023
BN - Brookfield Corp. Add 8.46% 90,390 1.62
Q4 2022
MU - Micron Technology, Inc. Add 2.03% 37,000 1.53
BN - Brookfield Corp. Buy 1,068,479 18.59
BAM - Brookfield Asset Management Ltd. Buy 178,077 4.23
Q3 2022
BAM.A - Brookfield Asset Mgmt Inc Buy 180,303 7.46
Q4 2021
MU - Micron Technology, Inc. Add 15.49% 244,662 10.52
Q3 2021
MU - Micron Technology, Inc. Add 1.75% 27,150 1.01
Q2 2021
BABA - Alibaba Group Holdings Ltd. Add 53.23% 89,878 7.34
Q1 2021
BABA - Alibaba Group Holdings Ltd. Buy 168,843 14.61
Q4 2020
SRG - Seritage Growth Properties Add 0.00% 31 0.00
Q3 2020
MU - Micron Technology, Inc. Add 0.00% 74 0.00
Q2 2020
MU - Micron Technology, Inc. Add 0.89% 16,049 0.56
SRG - Seritage Growth Properties Buy 4,733,118 36.52
Q4 2019
MU - Micron Technology, Inc. Add 1.90% 34,141 0.68
Q3 2019
EAF - GrafTech International Ltd. Add 34.52% 142,356 6.97
MU - Micron Technology, Inc. Add 0.46% 8,190 0.13
Q2 2019
MU - Micron Technology, Inc. Add 5.09% 86,480 1.13
EAF - GrafTech International Ltd. Buy 412,354 16.12
Q1 2019
MU - Micron Technology, Inc. Add 210.74% 1,152,418 17.99
STLA - Stellantis N.V. Add 0.05% 6,657 0.04
Q4 2018
MU - Micron Technology, Inc. Buy 546,847 8.39
Q3 2017
AER - AerCap Holdings N.V. Add 4.72% 47,225 0.58
Q2 2017
AER - AerCap Holdings N.V. Add 22.06% 180,750 2.08
STLA - Stellantis N.V. Add 1.45% 187,180 0.49
GM.WS.B - General Mtrs Co Add 0.42% 25,229 0.11
Q1 2017
AER - AerCap Holdings N.V. Add 21.96% 147,500 1.74
GM.WS.B - General Mtrs Co Add 8.51% 474,985 2.18
STLA - Stellantis N.V. Add 7.94% 950,200 2.67
Q4 2016
AER - AerCap Holdings N.V. Add 7.61% 47,525 0.57
Q3 2016
LUV - Southwest Airlines Co. Buy 512,220 6.01
Q2 2016
AER - AerCap Holdings N.V. Buy 624,160 7.08
Q1 2016
RACE - Ferrari N.V. Buy 1,277,192 15.89
SRG - Seritage Growth Properties Buy 530,653 7.93
Q4 2015
GOOG - Alphabet Inc. Buy 1,383,760 14.29
BRK.B - Berkshire Hathaway CL B Buy 87,006 3.13
Q3 2015
GM.WS.B - General Mtrs Co Add 0.03% 1,770 0.01
Q2 2015
GGQ7 - Google Inc Add 0.27% 188 0.02
GM.WS.B - General Mtrs Co Add 0.04% 2,507 0.01
Q1 2015
PKX - Posco Add 225.97% 681,910 7.21
GM.WS.B - General Mtrs Co Add 0.86% 51,295 0.19
Q4 2014
GM - General Motors Co. Add 1.96% 457 0.00
GM.WS.B - General Mtrs Co Add 0.00% 160 0.00
STLA - Stellantis N.V. Buy 21,141,025 29.57
GGQ7 - Google Inc Buy 69,000 6.67
Q2 2014
PKX - Posco Buy 977,634 15.14
Q1 2014
GM.WS.B - General Mtrs Co Add 0.09% 5,486 0.02
BRK.B - Berkshire Hathaway CL B Buy 7,025 0.19
GM - General Motors Co. Buy 23,305 0.17
Q4 2013
ZINCQ - Horsehead Hldg Corp Add 24.92% 1,263,296 3.76
GM.WS.B - General Mtrs Co Add 0.01% 653 0.00
Q2 2013
ZINCQ - Horsehead Hldg Corp Add 141.97% 2,974,719 9.05
CHKEUR - Chesapeake Energy Corp Add 1.68% 53,895 0.26
Q1 2013
GM.WS.B - General Mtrs Co Add 377.43% 4,687,053 22.93
CHKEUR - Chesepeake Energy Corp Add 1.85% 58,279 0.29
Q4 2012
ZINCQ - Horsehead Hldg Corp Add 13.87% 255,181 1.41
CHKEUR - Chesapeake Energy Corp Add 5.77% 172,154 0.95
GM.WS.B - General Mtrs Co Buy 1,241,823 6.87
Q3 2012
CHKEUR - Chesapeake Energy Corp Add 196.90% 1,978,817 11.91
GM - General Motors Co. Add 2.09% 46,650 0.28
Q2 2012
GM - General Motors Co. Buy 2,237,000 18.34
CHKEUR - Chesapeake Energy Corp Buy 1,005,000 7.77
Q1 2012
C - Citigroup Inc. Add 257.13% 1,301,386 14.65
BAC - Bank of America Corp. Add 251.22% 5,366,014 15.81
GS - The Goldman Sachs Group, Inc. Buy 506,130 19.38
Q4 2011
BRYG - Berkshire Hathaway Add 4599.92% 435,474 16.69
ZINCQ - Horsehead Hldg Corp. Add 36.65% 497,503 2.25
WFC - Wells Fargo & Co. Add 13.22% 161,900 2.24
TEX - Terex Corp. Buy 2,267,112 15.39
C - Citigroup Inc. Buy 506,124 6.69
Q3 2011
WFC.WS - WTS Wells Fargo & Co. Add 286.58% 84,351 0.28
WFC - Wells Fargo & Co. Add 227.20% 850,686 8.88
BAC - Bank of America Corp. Buy 7,053,551 18.69
Q2 2011
BRYG - Berkshire Hathaway Add 198.91% 6,566 0.21
WFC.WS - WTS Wells Fargo & Co. Add 108.34% 15,306 0.06
PKX - Posco Add 9.95% 6,400 0.29
BRP - Brookfield Residential Buy 241,573 0.99
Q1 2011
POT - Potash Corp. Add 197.31% 660,236 13.42
Q4 2010
PKX - Posco Add 167.44% 133,544 4.83
POT - Potash Corp. Add 0.90% 3,000 0.16
BIP - Brookfield Infrastructure Partners Buy 4,459,795 12.51
Q3 2010
TEX - Terex Corp. Add 4.90% 26,000 0.27
WFC - Wells Fargo & Co. Add 2.86% 10,700 0.12
ICO - International Coal Group, Inc. Add 2.25% 56,000 0.14
WFC.WS - WTS Wells Fargo & Co. Add 0.31% 45 0.00
PKX - Posco Buy 79,757 4.13
TECK - Teck Resources Ltd. Buy 5,501 0.10
Q2 2010
FRFHF - Fairfax Financial Holdings Ltd. Add 20.05% 16,220 2.95
POT - Potash Corp. Add 3.35% 11,115 0.47
BPO - Brookfield Properties Add 0.00% 100 0.00
CSE - Capital Source Inc. Add 0.00% 140 0.00
WFC.WS - WTS Wells Fargo & Co. Buy 14,308 0.05
Q1 2010
BRYG - Berkshire Hathaway Add 4899.23% 313,453 9.86
FRFHF - Fairfax Financial Holdings Ltd. Add 0.34% 275 0.04
TEX - Terex Corp. Add 0.02% 100 0.00
ICO - International Coal Group, Inc. Buy 2,512,570 4.44
Q4 2009
FRFHF - Fairfax Financial Holdings Ltd. Add 17.15% 11,799 1.63
POT - Potash Corp. Add 4.45% 14,415 0.62
CRESY - Cresud S A C I F Y A Add 0.00% 29 0.00
CSE - Capital Source Inc. Buy 2,818,141 4.41
Q3 2009
POT - Potash Corp. Add 110.78% 170,318 6.06
TEX - Terex Corp. Add 26.27% 110,426 0.90
BPO - Brookfield Properties Add 11.11% 236,099 1.05
WFC - Wells Fargo & Co. Add 1.28% 4,714 0.05
BRYG - Berkshire Hathaway Add 1.03% 66 0.09
CRESY - Cresud S A C I F Y A Add 0.77% 13,940 0.06
IBKR - Interactive Brokers Group, Inc. Buy 380,016 0.74
Q2 2009
FRFHF - Fairfax Financial Holdings Ltd. Add 49.49% 22,780 3.22
CRESY - Cresud S A C I F Y A Add 12.59% 202,052 0.97
BRYG - Berkshire Hathaway Add 9.24% 544 0.89
BPO - Brookfield Properties Buy 2,124,668 9.60
TEX - Terex Corp. Buy 420,350 2.88
Q1 2009
BRYG - Berkshire Hathaway Add 2218.11% 5,634 17.00
CRESY - Cresud S A C I F Y A Add 123.67% 887,394 6.18
CRESW - Cresud SA Commercial Add 25.79% 101,057 0.01
TECK - Teck Resources Ltd. Add 3.29% 32,200 0.19
TX - Ternium S.A. Add 0.28% 5,000 0.04
WFC - Wells Fargo & Co. Buy 371,001 5.65
Q4 2008
POT - Potash Corp. Buy 157,110 12.94
ZINCQ - Horsehead Hldg Corp. Buy 1,749,634 9.25
CRESY - Cresud S A C I F Y A Buy 717,531 6.48
TECK - Teck Resources Ltd. Buy 977,301 5.41
CRESW - Cresud SA Commercial Buy 391,843 0.04
Q3 2008
WCG - Wellcare Health Plans Inc. Add 50.90% 281,230 3.93
Q2 2008
BRYG - Berkshire Hathaway Add 1698.26% 4,891 7.16
WCG - Wellcare Health Plans Inc. Add 85.91% 255,321 3.30
SHLDQ - Sears Holdings Corporation Add 0.00% 1 0.00
JHTXQ - Jackson Hewitt Tax Services Buy 629,884 2.81
ATSG - Air Transport Services Group, Inc. Buy 5,590,278 2.04
Q1 2008
PNCLQ - Pinnacle Airlines Corp. Add 134.13% 1,913,126 5.60
SHLDQ - Sears Holdings Corporation Buy 520,107 18.06
WCG - Wellcare Health Plans Inc. Buy 297,179 3.95
LEARQ - Lear Corp. Buy 298,693 2.64
Q3 2007
BRYG - Berkshire Hathaway Add 13.88% 2,135 2.75
FRFHF - Fairfax Financial Holdings Ltd. Add 6.40% 18,999 1.51
PNCLQ - Pinnacle Airlines Corp. Add 3.46% 47,738 0.25
TX - Ternium S.A. Buy 1,883,544 19.25
STMP - Stamps.com Inc. Buy 1,000,001 3.90
USAP - Universal Stainless & Alloy, Inc. Buy 33,843 0.44
Q2 2007
BRYG - Berkshire Hathaway Add 396.93% 12,289 17.81
BRK.A - Berkshire Hathaway CL A Add 330.71% 420 0.17
FRFHF - Fairfax Financial Holdings Ltd. Add 25.57% 60,500 4.66
Q1 2007
DFCLQ - Delta Financial Corp. Add 103.15% 2,366,833 6.21
993246Q - Cryptologic Add 71.23% 724,902 5.75
FRFHF - Fairfax Financial Holdings Ltd. Add 0.30% 700 0.05
BRYG - Berkshire Hathaway Buy 3,096 3.58
RAIL - FreightCar America, Buy 35,125 0.54
Q4 2006
LEARQ - Lear Corp. Add 508.77% 814,545 9.04
DFCLQ - Delta Financial Corp. Add 394.20% 1,830,267 6.97
USAP - Universal Stainless & Alloy, Inc. Add 13.31% 33,842 0.43
MDC - MDC Holdings Inc. Add 2.21% 14,384 0.31
993246Q - Cryptologic Buy 1,017,707 8.86
BRK.A - Berkshire Hathaway CL A Buy 440 0.17
Q3 2006
MDC - MDC Holdings Inc. Add 27.32% 139,700 4.05
DFCLQ - Delta Financial Corp. Buy 464,301 2.67
LEARQ - Lear Corp. Buy 160,101 2.07
Q2 2006
SGU - Star Group, L.P. Add 61.15% 1,667,951 2.25
PNCLQ - Pinnacle Airlines Corp. Add 21.04% 364,000 1.29
FRFHF - Fairfax Financial Holdings Ltd. Add 13.45% 28,083 1.34
BRYG - Berkshire Hathaway Add 7.20% 217 0.33
MDC - MDC Holdings Inc. Buy 511,317 13.35
Q1 2006
PNCLQ - Pinnacle Airlines Corp. Add 116.12% 929,502 3.11
FRFHF - Fairfax Financial Holdings Ltd. Add 7.34% 14,279 0.77
SGU - Star Group, L.P. Add 0.87% 23,452 0.03
CVA - Covanta Holding Add 0.00% 20 0.00
GNK - Genco Shipping & Buy 88,082 7.52
BRYG - Berkshire Hathaway Buy 3,012 3.32
Q4 2005
FRFHF - Fairfax Financial Holdings Ltd. Add 8.25% 14,823 1.22
SGU - Star Group, L.P. Add 8.15% 203,675 0.22
USAP - PRT Universal Stainless & COM Add 1.62% 10,000 0.09
PNCLQ - Pinnacle Airlines Corp. COM Buy 800,500 3.08
Q3 2005
BRK.A - Berkshire Hathaway CL A Add 49.06% 104 5.18
RDY - Corporation Dr. Reddys Labs Ltd Add 22.00% 874,050 1.03
2896587Q - Ipsco Inc. Add 2.01% 11,181 0.49
FRFHF - Fairfax Financial Holdings Ltd. Buy 179,716 18.97
BIOSEUR - Bio Scrip, Inc. Buy 3,545,310 13.99
CVA - Covanta Holding Buy 894,881 7.30
LMIG - Liberty Global, Inc. Buy 230,254 3.60
Q2 2005
BRK.A - Berkshire Hathaway CL A Add 82.76% 96 10.30
2896587Q - Ipsco Inc. Add 21.43% 98,131 5.51
USAP - Universal Stainless & Alloy Add 1.29% 7,973 0.12
582663Q - Liberty Media Intl, Inc. Buy 307,861 18.44
Q1 2005
SGU - Star Group, L.P. Add 103.81% 1,273,537 3.81
USAP - Universal Stainless & Add 14.17% 76,661 1.01
2896587Q - Ipsco Inc. Buy 457,846 21.92
Q4 2004
UCOMA - Alloy Unitedglobalcom Buy 2,544,475 25.99
SRZ - Sunrise Senior Living Buy 273,779 13.42
STMP - Stamps Com Buy 765,670 12.83
BRK.A - Berkshire Hathaway CL A Buy 125 11.62
RDY - Dr. Reddys Labs Ltd Buy 4,690,790 9.84
SGU - Star Group, L.P. Buy 1,226,800 9.67
USAP - Universal Stainless & Buy 541,036 8.50
632657Q - Chronimed Inc Buy 1,171,623 8.13