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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 2026-02-13 for period end 2025-12-31.

$402.0M portfolio value
StockActionChangeCurrentPortfolio Impact
93627C101
WARRIOR MET COAL INC
Increased$44.1M$158.7M10.98%
H8817H100
TRANSOCEAN LTD
Increased$35.4M$111.7M8.81%
G9460G101
VALARIS LTD
Reduced-$28.9M$23.1M7.18%
20764106
ALPHA METALLURGICAL RESOUR I
Increased$21.2M$108.5M5.28%
G65431127
NOBLE CORP PLC
Sold out-$6.8M$01.68%

Evidence

SEC 13F filing for Mohnish Pabrai (Dalal Street)
Filed 2026-02-13 12:26:42+00 · Period end 2025-12-31 · 0001549575-26-000002

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SK
New23135106

Seth Klarman

Seth Klarman (Baupost Group) filed a 13F change in AMAZON COM INC (23135106) on 2026-02-13, covering period end 2025-12-31.

MP
Increased93627C101

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in WARRIOR MET COAL INC (93627C101) on 2026-02-13, covering period end 2025-12-31.

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New78468R556

George Soros

George Soros (Soros Fund Management) filed a 13F change in SPDR SERIES TRUST (78468R556) on 2026-02-13, covering period end 2025-12-31.

Mohnish Pabrai (Dalal Street) disclosed reduced in VALARIS LTD | TradingNote AI