Mohnish Pabrai portfolio
Updated November 15, 2026
Mohnish Pabrai (Pabrai (Dalal Street)) — Follows the Buffett and Munger style with a few big bets on very cheap stocks. Much of his portfolio is outside the US and not shown here.
According to the latest 13F report that Pabrai (Dalal Street) filed with the SEC (Q3 2026, filed November 13, 2026), its US stock portfolio is worth about $362M across 4 holdings. The largest positions are Warrior MET Coal IncHCC, Transocean LTDRIG, Alpha Metallurgical ResourceAMR, and the top 10 make up 100% of the portfolio.
| # | Stock | Weight | Value | Change this quarter |
|---|---|---|---|---|
| 1 | Warrior MET Coal IncHCC | 45.4% | $164M | Added +7% |
| 2 | Transocean LTDRIG | 41.2% | $149M | Added +40% |
| 3 | Alpha Metallurgical ResourceAMR | 7.9% | $29M | Trimmed +67% |
| 4 | JSC Kaspi.kz ADRKSPI | 5.4% | $20M | Added +12192% |
Frequently asked questions
What does Mohnish Pabrai own now?
According to the latest 13F (Q3 2026), the largest holdings are Warrior MET Coal IncHCC, Transocean LTDRIG, Alpha Metallurgical ResourceAMR. The full list is in the table above.
What is a 13F report?
US investment managers with more than $100 million in US stocks must list their holdings with the SEC within 45 days after each quarter ends.
Why is the data delayed?
Because 13F reports arrive up to 45 days after the quarter ends, the manager may have traded since then.
Should I copy this portfolio?
Knowing what great investors buy is a good source of ideas, but because of the delay and different goals, copying blindly is not recommended.
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Lists are generated automatically from SEC filings and market prices and rebuilt every day. They are a starting point for research, not a recommendation to buy or sell.