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
