Great investors · Mohnish Pabrai · Q2 2026
What Mohnish Pabrai bought and sold in Q2 2026
Pabrai Investment Funds (Dalal Street) 13F portfolio as of Jun 30, 2026: 4 positions worth $327M. Largest: HCC, RIG, AMR, KSPI. Filed with the SEC on Aug 13, 2026.
The 13F is filed by Pabrai Investment Funds (Dalal Street), not by Mohnish Pabrai personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q2 2026
No purchase of 0.5 points of the portfolio or more this quarter.
Sells in Q2 2026
- ReducedAlpha Metallurgical ResourcesAMR−2.4 pp
- ReducedWarrior Met CoalHCC−1.3 pp
2 companies with material moves, out of 3 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Pabrai Investment Funds (Dalal Street)'s Q2 2026 13F lists 4 lines of US-listed securities worth $327M; the largest is HCC at 43.3% of the portfolio. It was accepted by the SEC on Aug 13, 2026 at 7:50 AM ET.
Against the previous quarter, it opened 1 position (KSPI), closed none, added to none and trimmed 2 (AMR and HCC). 1 line shows the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Warrior Met Coal HCC | 1.7 M | $142M | 43.3% | −3.7% |
| 2 | Transocean RIG | 20.4 M | $99.7M | 30.5% | no change |
| 3 | Alpha Metallurgical Resources AMR | 517,194 | $85.3M | 26.1% | −11% |
| 4 | Joint Stock Company Kaspi.kz KSPI | 1,702 | $147K | 0.05% | new |
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Pabrai Investment Funds (Dalal Street)'s 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.