Mohnish Pabrai Holdings Activity

Dalal Street Portfolio 13F

Dalal Street has disclosed a total of 4 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 1 position(s).

What stocks is Mohnish Pabrai buying now?

In the recent quarter Mohnish Pabrai has purchased 3 securities: (ARCH) ARCH RESOURCES INC (added shares +179.66%), (AMR) ALPHA METALLURGICAL RESOURCE (added shares +11.03%) and (HCC) WARRIOR MET COAL INC (added shares +0.16%).

What does Mohnish Pabrai invest in?

Mohnish Pabrai's holdings are (AMR) ALPHA METALLURGICAL RESOURCE (54.09%), (ARCH) ARCH RESOURCES INC (25.66%), (HCC) WARRIOR MET COAL INC (12.71%) and (CEIX) CONSOL ENERGY INC (7.54%).

In the latest report(s) the following changes have been made to the investments: (AMR) ALPHA METALLURGICAL RESOURCE (added shares +11.03%), (ARCH) ARCH RESOURCES INC (added shares +179.66%), (HCC) WARRIOR MET COAL INC (added shares +0.16%) and (CEIX) CONSOL ENERGY INC (reduced shares -53%).

2024 Q2 (4 results)
ARCH
+179.66%
+252,080
+16.48%
$152.23
4.22% $145.80
25.66%
AMR
+11.03%
+44,603
+5.37%
$280.53
20.08% $224.20
54.09%
HCC
+0.16%
+756
+0.02%
$62.77
1.74% $63.86
12.71%
CEIX
-53.00%
-193,969
-8.50%
$102.03
8.48% $110.68
7.54%
2024 Q1 (4 results)
AMR
+2.55%
+10,044
+1.54%
$331.17
32.30% $224.20
62.08%
CEIX
-0.81%
-3,000
-0.12%
$83.76
32.14% $110.68
14.21%
HCC
-25.24%
-158,949
-4.47%
$60.70
5.21% $63.86
13.25%
ARCH
-40.29%
-94,686
-7.06%
$160.79
9.32% $145.80
10.46%
2023 Q4 (4 results)
HCC
buy
+629,712
+15.47%
$60.97
4.74% $63.86
15.47%
ARCH
+200.36%
+156,756
+10.48%
$165.94
12.14% $145.80
15.72%
CEIX
-6.95%
-27,563
-1.12%
$100.53
10.10% $110.68
14.95%
AMR
-10.69%
-47,197
-6.45%
$338.92
33.85% $224.20
53.86%
2023 Q3 (3 results)
ARCH
buy
+78,238
+7.87%
$170.66
14.57% $145.80
7.87%
CEIX
+94.90%
+193,096
+11.94%
$104.91
5.50% $110.68
24.53%
AMR
+21.75%
+78,861
+12.07%
$259.73
13.68% $224.20
67.60%
2023 Q2 (5 results)
AMR
buy
+362,649
+81.20%
$164.36
36.41% $224.20
81.20%
CEIX
buy
+203,474
+18.80%
$67.81
63.22% $110.68
18.80%
SRG
-100.00%
-3,375
-0.04%
$7.87
44.85% $4.34
0.00%
BN
-100.00%
-772,579
-34.30%
$32.59
64.34% $53.56
0.00%
MU
-100.00%
-1,592,134
-130.88%
$60.34
77.20% $106.92
0.00%
2023 Q1 (3 results)
BN
+8.46%
+60,260
+1.62%
$32.59
64.34% $53.56
0.00%
MU
-14.44%
-268,678
-13.37%
$60.34
77.20% $106.92
0.00%
BAM
-100.00%
-178,077
-4.21%
$28.67
69.52% $48.60
0.00%
2022 Q4 (4 results)
BN
buy
+712,319
+18.59%
$31.46
70.25% $53.56
18.59%
BAM
buy
+178,077
+4.23%
$28.67
69.52% $48.60
0.00%
MU
+2.03%
+37,000
+1.53%
$49.98
113.93% $106.92
77.14%
BAM
-100.00%
-180,303
-6.12%
$40.89
18.85% $48.60
0.00%
2022 Q3 (1 result)
BAM
buy
+180,303
+7.46%
$40.89
18.85% $48.60
0.00%
2022 Q2 (1 result)
SRG
-81.71%
-15,076
-0.08%
$5.33
18.62% $4.34
0.02%
2022 Q1 (1 result)
SRG
-99.48%
-3,503,667
-31.09%
$12.63
65.63% $4.34
0.16%
2021 Q4 (3 results)
MU
+15.49%
+244,662
+10.52%
$93.15
14.78% $106.92
78.42%
SRG
-25.59%
-1,211,000
-7.42%
$13.27
67.29% $4.34
21.58%
BABA
-100.00%
-57,347
-3.92%
$148.05
25.60% $110.14
0.00%
2021 Q3 (2 results)
MU
+1.75%
+27,150
+1.01%
$70.98
50.63% $106.92
58.76%
BABA
-77.83%
-201,374
-15.63%
$148.05
25.60% $110.14
0.00%
2021 Q2 (1 result)
BABA
+53.23%
+89,878
+7.34%
$226.78
51.43% $110.14
21.13%
2021 Q1 (3 results)
BABA
buy
+168,843
+14.61%
$226.73
51.42% $110.14
14.61%
SRG
-0.00%
-31
-0.00%
$18.35
76.35% $4.34
33.15%
MU
-14.74%
-268,322
-9.03%
$88.21
21.21% $106.92
52.25%
2020 Q4 (1 result)
SRG
+0.00%
+31
+0.00%
$14.68
70.44% $4.34
33.67%
2020 Q3 (1 result)
MU
+0.00%
+74
+0.00%
$46.96
127.68% $106.92
57.32%
2020 Q2 (3 results)
SRG
buy
+4,733,118
+36.52%
$11.40
61.93% $4.34
36.52%
MU
+0.89%
+16,049
+0.56%
$51.52
107.53% $106.92
63.48%
FCAU
-100.00%
-680,045
-3.31%
$7.19
-
0.00%
2020 Q1 (3 results)
MU
-1.31%
-23,877
-1.24%
$42.06
154.21% $106.92
93.95%
FCAU
-91.76%
-7,570,666
-67.38%
$7.19
-
0.00%
EAF
-100.00%
-4,450,134
-64.02%
$11.62
87.09% $1.50
0.00%
2019 Q4 (3 results)
MU
+1.90%
+34,141
+0.68%
$53.78
98.81% $106.92
36.25%
FCAU
-5.79%
-506,752
-2.74%
$14.69
-
44.69%
EAF
-19.78%
-1,096,967
-4.70%
$11.62
87.09% $1.50
0.00%
50 of 153

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.