Mohnish Pabrai Holdings Activity

Dalal Street Portfolio 13F

Dalal Street has disclosed a total of 4 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 3 position(s).

What stocks is Mohnish Pabrai buying now?

In the recent quarter Mohnish Pabrai has bought (AMR) ALPHA METALLURGICAL RESOURCE (added shares +2.55%).

What does Mohnish Pabrai invest in?

Mohnish Pabrai's holdings are (AMR) ALPHA METALLURGICAL RESOURCE (62.08%), (CEIX) CONSOL ENERGY INC (14.21%), (HCC) WARRIOR MET COAL INC (13.25%) and (ARCH) ARCH RESOURCES INC (10.46%).

In the latest report(s) the following changes have been made to the investments: (AMR) ALPHA METALLURGICAL RESOURCE (added shares +2.55%), (CEIX) CONSOL ENERGY INC (reduced shares -0.81%), (HCC) WARRIOR MET COAL INC (reduced shares -25.24%) and (ARCH) ARCH RESOURCES INC (reduced shares -40.29%).

2024 Q1 (4 results)
AMR
+2.55%
+10,044
+1.54%
$331.17
10.76% $295.55
62.08%
CEIX
-0.81%
-3,000
-0.12%
$83.76
15.21% $96.50
14.21%
HCC
-25.24%
-158,949
-4.47%
$60.70
7.78% $65.42
13.25%
ARCH
-40.29%
-94,686
-7.06%
$160.79
2.84% $156.22
10.46%
2023 Q4 (4 results)
HCC
buy
+629,712
+15.47%
$60.97
7.30% $65.42
15.47%
ARCH
+200.36%
+156,756
+10.48%
$165.94
5.86% $156.22
15.72%
CEIX
-6.95%
-27,563
-1.12%
$100.53
4.01% $96.50
14.95%
AMR
-10.69%
-47,197
-6.45%
$338.92
12.80% $295.55
53.86%
2023 Q3 (3 results)
ARCH
buy
+78,238
+7.87%
$170.66
8.46% $156.22
7.87%
CEIX
+94.90%
+193,096
+11.94%
$104.91
8.02% $96.50
24.53%
AMR
+21.75%
+78,861
+12.07%
$259.73
13.79% $295.55
67.60%
2023 Q2 (5 results)
AMR
buy
+362,649
+81.20%
$164.36
79.82% $295.55
81.20%
CEIX
buy
+203,474
+18.80%
$67.81
42.31% $96.50
18.80%
MU
-100.00%
-1,592,134
-130.88%
$60.34
155.39% $154.10
0.00%
SRG
-100.00%
-3,375
-0.04%
$7.87
39.14% $4.79
0.00%
BN
-100.00%
-772,579
-34.30%
$32.59
26.20% $41.13
0.00%
2023 Q1 (3 results)
BN
+8.46%
+60,260
+1.62%
$32.59
26.20% $41.13
0.00%
MU
-14.44%
-268,678
-13.37%
$60.34
155.39% $154.10
0.00%
BAM
-100.00%
-178,077
-4.21%
$28.67
32.72% $38.05
0.00%
2022 Q4 (4 results)
BN
buy
+712,319
+18.59%
$31.46
30.74% $41.13
18.59%
BAM
buy
+178,077
+4.23%
$28.67
32.72% $38.05
0.00%
MU
+2.03%
+37,000
+1.53%
$49.98
208.32% $154.10
77.14%
BAM
-100.00%
-180,303
-6.12%
$40.89
6.95% $38.05
0.00%
2022 Q3 (1 result)
BAM
buy
+180,303
+7.46%
$40.89
6.95% $38.05
0.00%
2022 Q2 (1 result)
SRG
-81.71%
-15,076
-0.08%
$5.33
10.19% $4.79
0.02%
2022 Q1 (1 result)
SRG
-99.48%
-3,503,667
-31.09%
$12.63
62.07% $4.79
0.16%
2021 Q4 (3 results)
MU
+15.49%
+244,662
+10.52%
$93.15
65.43% $154.10
78.42%
SRG
-25.59%
-1,211,000
-7.42%
$13.27
63.90% $4.79
21.58%
BABA
-100.00%
-57,347
-3.92%
$148.05
49.75% $74.39
0.00%
2021 Q3 (2 results)
MU
+1.75%
+27,150
+1.01%
$70.98
117.10% $154.10
58.76%
BABA
-77.83%
-201,374
-15.63%
$148.05
49.75% $74.39
0.00%
2021 Q2 (1 result)
BABA
+53.23%
+89,878
+7.34%
$226.78
67.20% $74.39
21.13%
2021 Q1 (3 results)
BABA
buy
+168,843
+14.61%
$226.73
67.19% $74.39
14.61%
SRG
-0.00%
-31
-0.00%
$18.35
73.90% $4.79
33.15%
MU
-14.74%
-268,322
-9.03%
$88.21
74.70% $154.10
52.25%
2020 Q4 (1 result)
SRG
+0.00%
+31
+0.00%
$14.68
67.37% $4.79
33.67%
2020 Q3 (1 result)
MU
+0.00%
+74
+0.00%
$46.96
228.15% $154.10
57.32%
2020 Q2 (3 results)
SRG
buy
+4,733,118
+36.52%
$11.40
57.98% $4.79
36.52%
MU
+0.89%
+16,049
+0.56%
$51.52
199.11% $154.10
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
266.38% $154.10
93.95%
FCAU
-91.76%
-7,570,666
-67.38%
$7.19
-
0.00%
EAF
-100.00%
-4,450,134
-64.02%
$11.62
90.96% $1.05
0.00%
2019 Q4 (3 results)
MU
+1.90%
+34,141
+0.68%
$53.78
186.54% $154.10
36.25%
FCAU
-5.79%
-506,752
-2.74%
$14.69
-
44.69%
EAF
-19.78%
-1,096,967
-4.70%
$11.62
90.96% $1.05
0.00%
2019 Q3 (3 results)
EAF
+34.52%
+1,423,563
+6.97%
$12.80
91.80% $1.05
27.17%
MU
+0.46%
+8,190
+0.13%
$42.85
259.63% $154.10
29.42%
FCAU
-31.93%
-4,108,584
-20.36%
$12.95
-
43.40%
49 of 149

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.