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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

4 changes from Mohnish Pabrai (Dalal Street), filed 2026-05-14 for period end 2026-03-31.

$422.9M portfolio value
StockActionChangeCurrentPortfolio Impact
H8817H100
TRANSOCEAN LTD
Increased$23.5M$135.2M5.56%
G9460G101
VALARIS LTD
Sold out-$23.1M$05.47%
20764106
ALPHA METALLURGICAL RESOUR I
Increased$10.5M$119.0M2.48%
93627C101
WARRIOR MET COAL INC
Increased$10.0M$168.7M2.36%

Evidence

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HM

Howard Marks

Howard Marks (Oaktree Capital) filed a 13F change in INVESCO QQQ TRUST SERIES 1 (4.609E+107) on 2026-05-14, covering period end 2026-03-31.

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Sold out31620M106

Seth Klarman

Seth Klarman (Baupost Group) filed a 13F change in FIDELITY NATL INFORMATION SV (31620M106) on 2026-05-14, covering period end 2026-03-31.

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Seth Klarman

Seth Klarman (Baupost Group) filed a 13F change in AON PLC (G0403H108) on 2026-05-14, covering period end 2026-03-31.

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