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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

6 changes from Mohnish Pabrai (Dalal Street), filed 2025-11-13 for period end 2025-09-30.

$336.9M portfolio value
StockActionChangeCurrentPortfolio Impact
H8817H100
TRANSOCEAN LTD
New$76.3M$76.3M22.64%
G65431127
NOBLE CORP PLC
Reduced-$39.1M$6.8M11.62%
20764106
ALPHA METALLURGICAL RESOUR I
Increased$35.5M$87.3M10.54%
93627C101
WARRIOR MET COAL INC
Increased$32.1M$114.5M9.52%
G9460G101
VALARIS LTD
Reduced-$27.3M$52.0M8.11%
05329W102
AUTONATION INC
Sold out-$12.1M$03.60%

Evidence

Related Cards

SI
PurchaseIVV

Stephen I Miran

Stephen I Miran reported a purchase transaction in BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF (IVV) on 2025-11-13.

JG

Jefferies Group

Jefferies Group filed a 13F change in VANGUARD WORLD FD (92204A702) on 2025-11-13, covering period end 2025-09-30.

Mohnish Pabrai (Dalal Street) disclosed new in TRANSOCEAN LTD | TradingNote AI