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
+46,590
+1.64%
$86.74
10.70% $77.46
1.64%
CEIX
+347.95%
+598,604
+25.37%
$104.65
4.82% $99.61
32.66%
HCC
+48.12%
+226,888
+5.87%
$63.90
12.27% $56.06
18.08%
AMR
+6.85%
+30,738
+2.94%
$236.18
18.43% $192.65
45.89%
ARCH
-92.10%
-361,386
-20.22%
$138.16
2.41% $134.83
1.73%
2024 Q2 (4 results)
ARCH
+179.66%
+252,080
+16.48%
$152.23
11.43% $134.83
25.66%
AMR
+11.03%
+44,603
+5.37%
$280.53
31.33% $192.65
54.09%
HCC
+0.16%
+756
+0.02%
$62.77
10.69% $56.06
12.71%
CEIX
-53.00%
-193,969
-8.50%
$102.03
2.37% $99.61
7.54%
2024 Q1 (4 results)
AMR
+2.55%
+10,044
+1.54%
$331.17
41.83% $192.65
62.08%
CEIX
-0.81%
-3,000
-0.12%
$83.76
18.92% $99.61
14.21%
HCC
-25.24%
-158,949
-4.47%
$60.70
7.64% $56.06
13.25%
ARCH
-40.29%
-94,686
-7.06%
$160.79
16.15% $134.83
10.46%
2023 Q4 (4 results)
HCC
buy
+629,712
+15.47%
$60.97
8.05% $56.06
15.47%
ARCH
+200.36%
+156,756
+10.48%
$165.94
18.75% $134.83
15.72%
CEIX
-6.95%
-27,563
-1.12%
$100.53
0.92% $99.61
14.95%
AMR
-10.69%
-47,197
-6.45%
$338.92
43.16% $192.65
53.86%
2023 Q3 (3 results)
ARCH
buy
+78,238
+7.87%
$170.66
20.99% $134.83
7.87%
CEIX
+94.90%
+193,096
+11.94%
$104.91
5.05% $99.61
24.53%
AMR
+21.75%
+78,861
+12.07%
$259.73
25.83% $192.65
67.60%
2023 Q2 (5 results)
AMR
buy
+362,649
+81.20%
$164.36
17.21% $192.65
81.20%
CEIX
buy
+203,474
+18.80%
$67.81
46.90% $99.61
18.80%
SRG
-100.00%
-3,375
-0.04%
$7.87
50.06% $3.93
0.00%
BN
-100.00%
-772,579
-34.30%
$32.59
78.52% $58.18
0.00%
MU
-100.00%
-1,592,134
-130.88%
$60.34
75.26% $105.75
0.00%
2023 Q1 (3 results)
BN
+8.46%
+60,260
+1.62%
$32.59
78.52% $58.18
0.00%
MU
-14.44%
-268,678
-13.37%
$60.34
75.26% $105.75
0.00%
BAM
-100.00%
-178,077
-4.21%
$28.67
93.83% $55.57
0.00%
2022 Q4 (4 results)
BAM
buy
+178,077
+4.23%
$28.67
93.83% $55.57
0.00%
BN
buy
+712,319
+18.59%
$31.46
84.93% $58.18
18.59%
MU
+2.03%
+37,000
+1.53%
$49.98
111.58% $105.75
77.14%
BAM
-100.00%
-180,303
-6.12%
$40.89
35.89% $55.57
0.00%
2022 Q3 (1 result)
BAM
buy
+180,303
+7.46%
$40.89
35.89% $55.57
0.00%
2022 Q2 (1 result)
SRG
-81.71%
-15,076
-0.08%
$5.33
26.31% $3.93
0.02%
2022 Q1 (1 result)
SRG
-99.48%
-3,503,667
-31.09%
$12.63
68.88% $3.93
0.16%
2021 Q4 (3 results)
MU
+15.49%
+244,662
+10.52%
$93.15
13.53% $105.75
78.42%
SRG
-25.59%
-1,211,000
-7.42%
$13.27
70.38% $3.93
21.58%
BABA
-100.00%
-57,347
-3.92%
$148.05
42.50% $85.12
0.00%
2021 Q3 (2 results)
MU
+1.75%
+27,150
+1.01%
$70.98
48.99% $105.75
58.76%
BABA
-77.83%
-201,374
-15.63%
$148.05
42.50% $85.12
0.00%
2021 Q2 (1 result)
BABA
+53.23%
+89,878
+7.34%
$226.78
62.47% $85.12
21.13%
2021 Q1 (3 results)
BABA
buy
+168,843
+14.61%
$226.73
62.46% $85.12
14.61%
SRG
-0.00%
-31
-0.00%
$18.35
78.58% $3.93
33.15%
MU
-14.74%
-268,322
-9.03%
$88.21
19.88% $105.75
52.25%
2020 Q4 (1 result)
SRG
+0.00%
+31
+0.00%
$14.68
73.23% $3.93
33.67%
2020 Q3 (1 result)
MU
+0.00%
+74
+0.00%
$46.96
125.19% $105.75
57.32%
2020 Q2 (3 results)
SRG
buy
+4,733,118
+36.52%
$11.40
65.53% $3.93
36.52%
MU
+0.89%
+16,049
+0.56%
$51.52
105.26% $105.75
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.