Mohnish Pabrai - Dalal Street,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    3
Portfolio value:    $422,885,142
Holdings Activity Buys Sells    History
Holding/activity history for  Micron Technology Inc. (MU)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 79.22 SEC
2023   Q1 1,592,134 79.22 Reduce 14.44% 11.14 $60.34 $96,069,366 SEC
2022   Q4 1,860,812 77.14 Add 2.03% 1.53 $49.98 $93,003,384 SEC
2022   Q3 1,823,812 92.51 $50.10 $91,373,000 SEC
2022   Q2 1,823,812 99.98 $55.28 $100,820,000 SEC
2022   Q1 1,823,812 99.84 $77.89 $142,057,000 SEC
2021   Q4 1,823,812 78.42 Add 15.49% 10.52 $93.15 $169,888,000 SEC
2021   Q3 1,579,150 58.76 Add 1.75% 1.01 $70.98 $112,088,000 SEC
2021   Q2 1,552,000 47.50 $84.98 $131,889,000 SEC
2021   Q1 1,552,000 52.25 Reduce 14.74% 9.78 $88.21 $136,902,000 SEC
2020   Q4 1,820,322 66.33 $75.18 $136,852,000 SEC
2020   Q3 1,820,322 57.32 Add 0.00% <0.01 $46.96 $85,482,000 SEC
2020   Q2 1,820,248 63.48 Add 0.89% 0.56 $51.52 $93,779,000 SEC
2020   Q1 1,804,199 93.95 Reduce 1.31% 0.47 $42.06 $75,885,000 SEC
2019   Q4 1,828,076 36.25 Add 1.90% 0.68 $53.78 $98,314,000 SEC
2019   Q3 1,793,935 29.42 Add 0.46% 0.13 $42.85 $76,870,000 SEC
2019   Q2 1,785,745 23.43 Add 5.09% 1.13 $38.59 $68,912,000 SEC
2019   Q1 1,699,265 26.52 Add 210.74% 17.99 $41.33 $70,231,000 SEC
2018   Q4 546,847 8.39 Buy 8.39 $31.73 $17,351,000 SEC