Mohnish Pabrai (Dalal Street) disclosed new in VALARIS LTD

Mohnish Pabrai (Dalal Street) filed a 13F change in VALARIS LTD (G9460G101) on 2025-05-14, covering period end 2025-03-31.

Action

New

Capital

$56,046,163 current disclosed value

Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

5 changes from Mohnish Pabrai (Dalal Street), filed 2025-05-14 for period end 2025-03-31.

$234.8M portfolio value

Stock	Action	Change	Current	Portfolio Impact
20854L108 CONSOL ENERGY INC NEW	Sold out	-$63.5M	$0	27.03%
G9460G101 VALARIS LTD	New	$56.0M	$56.0M	23.87%
20764106 ALPHA METALLURGICAL RESOUR I	Reduced	-$45.6M	$51.9M	19.41%
G65431127 NOBLE CORP PLC	New	$41.0M	$41.0M	17.45%
93627C101 WARRIOR MET COAL INC	Reduced	-$6.6M	$85.9M	2.80%