Dalal Street 13F annual report

Dalal Street is an investment fund managing more than $233 billion ran by Mohnish Pabrai. There are currently 4 companies in Pabrai’s portfolio. The largest investments include Alpha Metallurgical Resour I and Arch Resources Inc, together worth $186 billion.

$233 billion Assets Under Management (AUM)

As of 6th August 2024, Dalal Street’s top holding is 448,960 shares of Alpha Metallurgical Resour I currently worth over $126 billion and making up 54.1% of the portfolio value. In addition, the fund holds 392,388 shares of Arch Resources Inc worth $59.7 billion, whose value fell 22.8% in the past six months. The third-largest holding is Warrior Met Coal Inc worth $29.6 billion and the next is Consol Inc worth $17.6 billion, with 172,038 shares owned.

Currently, Dalal Street's portfolio is worth at least $233 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Dalal Street

The Dalal Street office and employees reside in West Lake Hills, Texas. According to the last 13-F report filed with the SEC, Mohnish Pabrai serves as the Managing Member at Dalal Street.

Recent trades

In the most recent 13F filing, Dalal Street revealed that it had increased its stake in Alpha Metallurgical Resour I and bought 44,603 additional shares worth around .

On the other hand, Mohnish Pabrai disclosed a decreased stake in Consol Inc by 0.5%. This leaves the value of the investment at $17.6 billion and 172,038 shares.

One of the smallest hedge funds

The two most similar investment funds to Dalal Street are Wealth Management Resources, Inc and Lincoln Capital Corp. They manage $233 billion and $233 billion respectively.

Mohnish Pabrai investment strategy

Dalal Street’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Energy — making up 45.9% of the total portfolio value. The fund focuses on investments in the United States as 75.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $2.25 billion.

The complete list of Dalal Street trades based on 13F SEC filings

These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Alpha Metallurgical Resour I	11.03% 448,960	$125,946,800,000	54.09%
Arch Resources Inc	179.66% 392,388	$59,733,225,000	25.66%
Warrior Met Coal Inc	0.16% 471,519	$29,597,248,000	12.71%
Consol Energy Inc	53.00% 172,038	$17,553,037,000	7.54%
No transactions found
Showing first 500 out of 4 holdings