Mohnish Pabrai Holdings Activity

Dalal Street Portfolio 13F

Dalal Street has disclosed a total of 5 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 3, bought 1 totally new 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 4 securities: (CEIX) CONSOL ENERGY INC (added shares +347.95%), (HCC) WARRIOR MET COAL INC (added shares +48.12%), (AMR) ALPHA METALLURGICAL RESOURCE (added shares +6.85%) and (DAC) DANAOS CORP (new buy).

What does Mohnish Pabrai invest in?

Mohnish Pabrai's holdings are (AMR) ALPHA METALLURGICAL RESOURCE (45.89%), (CEIX) CONSOL ENERGY INC (32.66%), (HCC) WARRIOR MET COAL INC (18.08%), (ARCH) ARCH RESOURCES INC (1.73%) and (DAC) DANAOS CORP (1.64%).

In the latest report(s) the following changes have been made to the investments: (AMR) ALPHA METALLURGICAL RESOURCE (added shares +6.85%), (CEIX) CONSOL ENERGY INC (added shares +347.95%), (HCC) WARRIOR MET COAL INC (added shares +48.12%), (ARCH) ARCH RESOURCES INC (reduced shares -92.1%) and (DAC) DANAOS CORP (new buy).

2024 Q3 (5 results)
DAC
buy
+37,504
+1.64%
$86.74
2.46% $84.61
1.64%
CEIX
+347.95%
+598,604
+25.37%
$104.65
26.75% $132.64
32.66%
HCC
+48.12%
+226,888
+5.87%
$63.90
13.93% $72.80
18.08%
AMR
+6.85%
+25,205
+2.94%
$236.18
6.58% $251.73
45.89%
ARCH
-92.10%
-361,386
-20.22%
$138.16
26.44% $174.69
1.73%
2024 Q2 (4 results)
ARCH
+179.66%
+252,080
+16.48%
$152.23
14.75% $174.69
25.66%
AMR
+11.03%
+44,603
+5.37%
$280.53
10.27% $251.73
54.09%
HCC
+0.16%
+756
+0.02%
$62.77
15.98% $72.80
12.71%
CEIX
-53.00%
-142,567
-8.50%
$102.03
30.00% $132.64
7.54%
2024 Q1 (4 results)
AMR
+2.55%
+5,875
+1.54%
$331.17
23.99% $251.73
62.08%
CEIX
-0.81%
-3,000
-0.12%
$83.76
58.36% $132.64
14.21%
HCC
-25.24%
-90,600
-4.47%
$60.70
19.93% $72.80
13.25%
ARCH
-40.29%
-94,686
-7.06%
$160.79
8.64% $174.69
10.46%
2023 Q4 (4 results)
HCC
buy
+629,712
+15.47%
$60.97
19.40% $72.80
15.47%
ARCH
+200.36%
+156,756
+10.48%
$165.94
5.27% $174.69
15.72%
CEIX
-6.95%
-18,605
-1.12%
$100.53
31.94% $132.64
14.95%
AMR
-10.69%
-47,197
-6.45%
$338.92
25.73% $251.73
53.86%
2023 Q3 (3 results)
ARCH
buy
+78,238
+7.87%
$170.66
2.36% $174.69
7.87%
CEIX
+94.90%
+193,096
+11.94%
$104.91
26.43% $132.64
24.53%
AMR
+21.75%
+75,312
+12.07%
$259.73
3.08% $251.73
67.60%
2023 Q2 (5 results)
AMR
buy
+362,649
+81.20%
$164.36
53.16% $251.73
81.20%
CEIX
buy
+203,474
+18.80%
$67.81
95.61% $132.64
18.80%
BN
-100.00%
-397,878
-34.30%
$32.59
76.53% $57.53
0.00%
MU
-100.00%
-1,592,134
-130.88%
$60.34
70.30% $102.76
0.00%
SRG
-100.00%
-3,375
-0.04%
$7.87
46.89% $4.18
0.00%
2023 Q1 (3 results)
BN
+8.46%
+31,033
+1.62%
$32.59
76.53% $57.53
0.00%
MU
-14.44%
-268,678
-13.37%
$60.34
70.30% $102.76
0.00%
BAM
-100.00%
-136,228
-4.21%
$28.67
93.79% $55.56
0.00%
2022 Q4 (4 results)
BAM
buy
+136,228
+4.23%
$28.67
93.79% $55.56
0.00%
BN
buy
+712,319
+18.59%
$31.46
82.87% $57.53
18.59%
MU
+2.03%
+37,000
+1.53%
$49.98
105.60% $102.76
77.14%
BAM
-100.00%
-158,666
-6.12%
$40.89
35.87% $55.56
0.00%
2022 Q3 (1 result)
BAM
buy
+158,666
+7.46%
$40.89
35.87% $55.56
0.00%
2022 Q2 (1 result)
SRG
-81.71%
-14,397
-0.08%
$5.33
21.62% $4.18
0.02%
2022 Q1 (1 result)
SRG
-99.48%
-3,503,667
-31.09%
$12.63
66.90% $4.18
0.16%
2021 Q4 (3 results)
MU
+15.49%
+244,662
+10.52%
$93.15
10.32% $102.76
78.42%
SRG
-25.59%
-1,211,000
-7.42%
$13.27
68.50% $4.18
21.58%
BABA
-100.00%
-57,347
-3.92%
$148.05
42.19% $85.58
0.00%
2021 Q3 (2 results)
MU
+1.75%
+27,150
+1.01%
$70.98
44.77% $102.76
58.76%
BABA
-77.83%
-201,374
-15.63%
$148.05
42.19% $85.58
0.00%
2021 Q2 (1 result)
BABA
+53.23%
+89,878
+7.34%
$226.78
62.26% $85.58
21.13%
2021 Q1 (3 results)
BABA
buy
+168,843
+14.61%
$226.73
62.25% $85.58
14.61%
SRG
-0.00%
-26
-0.00%
$18.35
77.22% $4.18
33.15%
MU
-14.74%
-268,322
-9.03%
$88.21
16.49% $102.76
52.25%
2020 Q4 (1 result)
SRG
+0.00%
+26
+0.00%
$14.68
71.53% $4.18
33.67%
2020 Q3 (1 result)
MU
+0.00%
+64
+0.00%
$46.96
118.83% $102.76
57.32%
2020 Q2 (3 results)
SRG
buy
+4,733,118
+36.52%
$11.40
63.33% $4.18
36.52%
MU
+0.89%
+16,049
+0.56%
$51.52
99.46% $102.76
63.48%
FCAU
-100.00%
-680,045
-3.31%
$7.19
-
0.00%
49 of 158

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.