Mohnish Pabrai’s Dalal Street, LLC runs a $271.6 million U.S. equity portfolio, with just five positions representing 100% of assets. The concentrated nature of the portfolio highlights Pabrai’s high-conviction, value-focused approach, often centered around deep-value cyclicals and special situations. Here’s Mohnish Pabrai’s top five positions: Warrior Met Coal Inc (HCC) Value: $82.48 million Shares: 1,799,745 ... Read More| The Acquirer's Multiple®
Chase Coleman’s top 5 positions comprise a substantial 43.56% of his $26.59 billion equity portfolio, highlighting his tech-focused, high-conviction growth investing approach. His largest holding, Meta Platforms Inc (META), alone accounts for over 16% of the portfolio. Below is a detailed breakdown of each of his top five positions, including holdings data and commentary.| The Acquirer's Multiple®
Prem Watsa’s top 5 U.S.-listed equity positions, as disclosed in his latest 13F filing, make up an outsized 70.81% of that portfolio — reflecting a conviction-driven strategy anchored in deep value, hard assets, and long-term compounding. His largest U.S. holding, Orla Mining Ltd (ORLA), alone comprises over 28%. Below is a detailed breakdown of each of the top five positions, including holdings data and commentary.| The Acquirer's Multiple®