Mohnish Pabrai
Dalal Street
Dalal Street Portfolio 13F
Mohnish Pabrai Holdings Activity
- Portfolio value:
- $246.90M≈ (+$14M≈)
- Previous value:
- $232.83M≈
- # of changes:
- 5
- New positions:
- 1
- Reported for:
- 30 Sep 2024 (Q3)
- Latest filing date:
- 13 Nov 2024
Dalal Street has disclosed a total of 5 changes to the portfolio in the (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 did Mohnish Pabrai buy in 2024 Q3?
In the 2024 Q3 report(s) the following changes have been made to the investments: (AMR) Alpha Metallurgical Resources Inc (added shares +6.85%), (CNR) Core Natural Resources, Inc (added shares +347.95%), (HCC) Warrior Met Coal Inc (added shares +48.12%), (ARCH) ARCH COAL INC - A (reduced shares -92.10%) and (DAC) Danaos Corp (new buy).
5 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Danaos Corp
|
new
|
+46,590
|
46,590
|
+1.64%
|
$86.74
|
+64.07%($142.31)
|
1.64%
|
2024 Q3
|
≈ 0.25 years
|
|
|
|
Core Natural Resources, Inc
|
+347.95%
|
+598,604
|
770,642
|
+25.37%
|
$104.65
|
-23.16%($80.41)
|
32.66%
|
2023 Q2
|
≈ 1.50 years
|
|
|
|
Warrior Met Coal Inc
|
+48.12%
|
+226,888
|
698,407
|
+5.87%
|
$63.90
|
+26.21%($80.64)
|
18.08%
|
2023 Q4
|
≈ 1.00 year
|
|
|
|
Alpha Metallurgical Resources Inc
|
+6.85%
|
+30,738
|
479,698
|
+2.94%
|
$236.18
|
-40.08%($141.51)
|
45.89%
|
2023 Q2
|
≈ 1.50 years
|
|
|
|
ARCH COAL INC - A
|
-92.10%
|
-361,386
|
31,002
|
-21.44%
|
$138.16
|
|
1.73%
|
2023 Q3
|
≈ 1.25 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.