S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%
Mohnish Pabrai's Avatar

Mohnish Pabrai
Portfolio: Top Holdings & Stock Picks

Dalal Street, LLC

Value Investing Special Situations / Event-Driven Concentrated Investing

Mohnish Pabrai (Dalal Street, LLC) disclosed 4 total holdings in its latest 13F filing dated 12/31/2025, with a portfolio value of $402.04 M and a turnover rate of 3.5%.

Portfolio Value
$402.04 M
Total Holdings
4
Latest Filing
Q4 2025
February 13, 2026
Turnover Rate
3.5%

Mohnish Pabrai Top Holdings of Q4 2025

Ticker Name Shares Value % of Portfolio Time Held % Change
HCC
1.8 M $158.69 M 39.47% 2 Years 0.00%
RIG
27.04 M $111.68 M 27.78% 0.25 Years +10.63%
AMR
543,000 $108.53 M 27.00% 2.5 Years +2.07%
VAL
459,098 $23.14 M 5.76% 0.75 Years -56.94%

Recent Moves

Added to Core Holding
+2.6 M Shares | +$10.73 M Value
Largest position increase in Energy sector
Q4 2025
Reduced Exposure to Position
-607,157 Shares | -$30.6 M Value
Significant reduction in holdings of Energy
Q4 2025
Complete Exit
-239,000 Shares | -$6.76 M Value
Cleared NE, sector remains in portfolio
Q4 2025
Added to Core Holding
+11,000 Shares | +$2.2 M Value
Modest increase in Materials
Q4 2025

Mohnish Pabrai's Historical Top Holdings Overview

Portfolio Date:

Mohnish Pabrai Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
VAL
12/31/2025 Reduce -56.9% 459,098 -607,157 $30.6 M
RIG
12/31/2025 Add 10.6% 27.04 M 2.6 M $10.73 M
NE
12/31/2025 Sold Out 0 -239,000 $6.76 M
AMR
12/31/2025 Add 2.1% 543,000 11,000 $2.2 M
RIG
09/30/2025 New Buy 24.44 M 24.44 M $76.26 M
NE
09/30/2025 Reduce -86.2% 239,000 -1.49 M $42.13 M
VAL
09/30/2025 Reduce -43.4% 1.07 M -817,522 $39.87 M
AN
09/30/2025 Sold Out 0 -61,000 $12.12 M
AMR
09/30/2025 Add 15.6% 532,000 71,673 $11.76 M
HCC
09/30/2025 Add 0.0% 1.8 M 86 $5,473.04

Mohnish Pabrai's Portfolio Sector Breakdown

Portfolio Date:

About Mohnish Pabrai

Mohnish Pabrai is an Indian-American investor, businessman, and philanthropist. He is the managing partner of the Pabrai Investment Funds. A fervent disciple of Warren Buffett, Pabrai is famous for his value-investing approach and for winning a charity lunch with Buffett for over $650,000. He is the author of "The Dhandho Investor," which outlines his framework for low-risk, high-return investing.

Frequently Asked Questions

As of 12/31/2025, Mohnish Pabrai holds 4 stocks. Top positions include HCC, RIG, AMR, VAL. For full portfolio details, please visit Mohnish Pabrai’s portfolio.

Mohnish Pabrai did not initiate any new positions in the latest quarter.

According to the 13F filing for Q4 2025, Mohnish Pabrai increased their stake in RIG, AMR.

Mohnish Pabrai's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.