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Mohnish Pabrai
Dalal Street, LLC
Portfolio Value: $402.0M
Holdings: 4
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| HCC | 5.1 | 39.47% | Hold | 1.80M | $158.7M | $88.17 | $85.87 | -2.6% |
| AMR | 4.8 | 27.00% | Add 2% | 543.0K | $108.5M | $199.88 | $184.11 | -7.9% |
| RIG | 4.3 | 27.78% | Add 11% | 27.04M | $111.7M | $4.13 | $6.40 | +55.0% |
| VAL | 0.0 | 5.76% | Reduce 57% | 459.1K | $23.1M | $50.40 | $95.02 | +88.5% |
| NE | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | $50.14 | — |