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)
HCC
+48.12%
+226,888
+5.87%
$63.90
16.01% $53.67
18.08%
DAC
buy
+46,590
+1.64%
$86.74
8.01% $79.79
1.64%
CEIX
+347.95%
+598,604
+25.37%
$104.65
4.82% $99.61
32.66%
ARCH
-92.10%
-361,386
-20.22%
$138.16
2.41% $134.83
1.73%
AMR
+6.85%
+30,738
+2.94%
$236.18
21.44% $185.55
45.89%
2024 Q2 (4 results)
HCC
+0.16%
+756
+0.02%
$62.77
14.50% $53.67
12.71%
CEIX
-53.00%
-193,969
-8.50%
$102.03
2.37% $99.61
7.54%
ARCH
+179.66%
+252,080
+16.48%
$152.23
11.43% $134.83
25.66%
AMR
+11.03%
+44,603
+5.37%
$280.53
33.86% $185.55
54.09%
2024 Q1 (4 results)
HCC
-25.24%
-158,949
-4.47%
$60.70
11.58% $53.67
13.25%
CEIX
-0.81%
-3,000
-0.12%
$83.76
18.92% $99.61
14.21%
ARCH
-40.29%
-94,686
-7.06%
$160.79
16.15% $134.83
10.46%
AMR
+2.55%
+10,044
+1.54%
$331.17
43.97% $185.55
62.08%
2023 Q4 (4 results)
HCC
buy
+629,712
+15.47%
$60.97
11.97% $53.67
15.47%
CEIX
-6.95%
-27,563
-1.12%
$100.53
0.92% $99.61
14.95%
ARCH
+200.36%
+156,756
+10.48%
$165.94
18.75% $134.83
15.72%
AMR
-10.69%
-47,197
-6.45%
$338.92
45.25% $185.55
53.86%
2023 Q3 (3 results)
CEIX
+94.90%
+193,096
+11.94%
$104.91
5.05% $99.61
24.53%
ARCH
buy
+78,238
+7.87%
$170.66
20.99% $134.83
7.87%
AMR
+21.75%
+78,861
+12.07%
$259.73
28.56% $185.55
67.60%
2023 Q2 (5 results)
SRG
-100.00%
-3,375
-0.04%
$7.87
53.11% $3.69
0.00%
MU
-100.00%
-1,592,134
-130.88%
$60.34
55.12% $93.60
0.00%
CEIX
buy
+203,474
+18.80%
$67.81
46.90% $99.61
18.80%
BN
-100.00%
-772,579
-34.30%
$32.59
82.91% $59.61
0.00%
AMR
buy
+362,649
+81.20%
$164.36
12.89% $185.55
81.20%
2023 Q1 (3 results)
MU
-14.44%
-268,678
-13.37%
$60.34
55.12% $93.60
0.00%
BN
+8.46%
+60,260
+1.62%
$32.59
82.91% $59.61
0.00%
BAM
-100.00%
-178,077
-4.21%
$28.67
101.29% $57.71
0.00%
2022 Q4 (4 results)
MU
+2.03%
+37,000
+1.53%
$49.98
87.27% $93.60
77.14%
BN
buy
+712,319
+18.59%
$31.46
89.48% $59.61
18.59%
BAM
buy
+178,077
+4.23%
$28.67
101.29% $57.71
0.00%
BAM
-100.00%
-180,303
-6.12%
$40.89
41.13% $57.71
0.00%
2022 Q3 (1 result)
BAM
buy
+180,303
+7.46%
$40.89
41.13% $57.71
0.00%
2022 Q2 (1 result)
SRG
-81.71%
-15,076
-0.08%
$5.33
30.81% $3.69
0.02%
2022 Q1 (1 result)
SRG
-99.48%
-3,503,667
-31.09%
$12.63
70.78% $3.69
0.16%
2021 Q4 (3 results)
SRG
-25.59%
-1,211,000
-7.42%
$13.27
72.19% $3.69
21.58%
MU
+15.49%
+244,662
+10.52%
$93.15
0.48% $93.60
78.42%
BABA
-100.00%
-57,347
-3.92%
$148.05
32.94% $99.28
0.00%
2021 Q3 (2 results)
MU
+1.75%
+27,150
+1.01%
$70.98
31.87% $93.60
58.76%
BABA
-77.83%
-201,374
-15.63%
$148.05
32.94% $99.28
0.00%
2021 Q2 (1 result)
BABA
+53.23%
+89,878
+7.34%
$226.78
56.22% $99.28
21.13%
2021 Q1 (3 results)
SRG
-0.00%
-31
-0.00%
$18.35
79.89% $3.69
33.15%
MU
-14.74%
-268,322
-9.03%
$88.21
6.11% $93.60
52.25%
BABA
buy
+168,843
+14.61%
$226.73
56.21% $99.28
14.61%
2020 Q4 (1 result)
SRG
+0.00%
+31
+0.00%
$14.68
74.86% $3.69
33.67%
2020 Q3 (1 result)
MU
+0.00%
+74
+0.00%
$46.96
99.32% $93.60
57.32%
2020 Q2 (3 results)
SRG
buy
+4,733,118
+36.52%
$11.40
67.63% $3.69
36.52%
MU
+0.89%
+16,049
+0.56%
$51.52
81.68% $93.60
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.