Mohnish Pabrai (Dalal Street) trim Valaris Limited
Mohnish Pabrai (Dalal Street) trim $23.1M of disclosed value in Valaris Limited.
Signal
Investor Move
Action
Trim
Capital
$23.1M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Dec 31, 2025
Total Changes
9
New
4
Reduced/Sold
5
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| HCC | Warrior Met Coal, Inc. | New | $158.7M | 0.39% |
| 93627C101 | 93627C101 | Sold out | $0 | 0.28% |
| RIG | Transocean Ltd. | New | $111.7M | 0.28% |
| AMR | Alpha Metallurgical Resources, Inc. | New | $108.5M | 0.27% |
| 20764106 | 20764106 | Sold out | $0 | 0.22% |
| H8817H100 | H8817H100 | Sold out | $0 | 0.19% |
| G9460G101 | G9460G101 | Sold out | $0 | 0.13% |
| VAL | Valaris Limited | New | $23.1M | 0.06% |
| G65431127 | G65431127 | Sold out | $0 | 0.02% |