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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.

Full Filing Changes

5 changes from Mohnish Pabrai (Dalal Street), filed 2025-08-13 for period end 2025-06-30.

$271.6M portfolio value
StockActionChangeCurrentPortfolio Impact
G9460G101
VALARIS LTD
Increased$23.3M$79.3M8.57%
05329W102
AUTONATION INC
New$12.1M$12.1M4.46%
G65431127
NOBLE CORP PLC
Increased$4.9M$45.9M1.81%
93627C101
WARRIOR MET COAL INC
Reduced-$3.4M$82.5M1.25%
20764106
ALPHA METALLURGICAL RESOUR I
Reduced-$153,073$51.8M0.06%

Evidence

SEC 13F filing for Mohnish Pabrai (Dalal Street)
Filed 2025-08-13 10:22:03+00 · Period end 2025-06-30 · 0001549575-25-000006

Related Cards

MP
IncreasedG9460G101

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in VALARIS LTD (G9460G101) on 2025-08-13, covering period end 2025-06-30.

MP
New05329W102

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in AUTONATION INC (05329W102) on 2025-08-13, covering period end 2025-06-30.

AC
Sold outG1151C101

AKO Capital

AKO Capital filed a 13F change in ACCENTURE PLC IRELAND (G1151C101) on 2025-08-13, covering period end 2025-06-30.

Mohnish Pabrai (Dalal Street) disclosed reduced in WARRIOR MET COAL INC | TradingNote AI