Basic Stats
Manager Mohnish Pabrai
Insider Profile Dalal Street, LLC
Portfolio Value $ 271,601,546
Current Positions 5
Latest Holdings, Performance, AUM (from 13F, 13D)

Dalal Street, LLC has disclosed 5 total holdings in their latest SEC filings. Portfolio manager(s) are listed as Mohnish Pabrai. Most recent portfolio value is calculated to be $ 271,601,546 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Dalal Street, LLC’s top holdings are Warrior Met Coal, Inc. (US:HCC) , Valaris Limited (US:VAL) , Alpha Metallurgical Resources, Inc. (US:AMR) , Noble Corporation plc (US:NE) , and AutoNation, Inc. (US:AN) . Dalal Street, LLC’s new positions include AutoNation, Inc. (US:AN) , .

Dalal Street, LLC - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
1.88 79.33 29.2067 5.3394
0.06 12.12 4.4616 4.4616
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
1.80 82.48 30.3689 -6.2015
0.46 51.78 19.0638 -3.0509
1.73 45.90 16.8991 -0.5486
13F and Fund Filings

This form was filed on 2025-08-13 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
HCC / Warrior Met Coal, Inc. 1.80 0.01 82.48 -3.95 30.3689 -6.2015
VAL / Valaris Limited 1.88 31.96 79.33 41.54 29.2067 5.3394
AMR / Alpha Metallurgical Resources, Inc. 0.46 11.02 51.78 -0.29 19.0638 -3.0509
NE / Noble Corporation plc 1.73 0.00 45.90 12.03 16.8991 -0.5486
AN / AutoNation, Inc. 0.06 12.12 4.4616 4.4616