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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2019 Q2 (3 results)
EAF
GRAFTECH INTERNATIONAL LTD
buy
+3,855,508
+16.12%
$11.50
83.91% $1.85
16.12%
MU
MICRON TECHNOLOGY INC
+5.09%
+86,480
+1.13%
$38.59
223.42% $124.81
23.43%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-1.82%
-239,000
-1.12%
$13.82
-
60.45%
2019 Q1 (2 results)
MU
MICRON TECHNOLOGY INC
+210.74%
+1,152,418
+17.98%
$41.33
201.98% $124.81
26.52%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
+0.05%
+6,324
+0.04%
$14.85
-
73.48%
2018 Q4 (2 results)
MU
MICRON TECHNOLOGY INC
buy
+546,847
+8.39%
$31.73
293.36% $124.81
8.39%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-0.08%
-10,920
-0.08%
$14.46
-
91.61%
2018 Q3 (1 result)
RACE
FERRARI NV
-100.00%
-398,138
-23.59%
$136.02
202.18% $411.02
0.00%
2018 Q1 (3 results)
AER
AERCAP HOLDINGS NV
-100.00%
-411,937
-13.42%
$52.61
72.50% $90.75
0.00%
GOOG
ALPHABET INC-CL C
-100.00%
-916,560
-15.14%
$52.32
228.62% $171.93
0.00%
LUV
SOUTHWEST AIRLINES CO
-100.00%
-300,975
-6.22%
$65.45
57.02% $28.13
0.00%
2017 Q4 (2 results)
AER
AERCAP HOLDINGS NV
-22.87%
-122,113
-3.26%
$52.61
72.50% $90.75
0.00%
GOOG
ALPHABET INC-CL C
-30.80%
-408,000
-5.53%
$52.32
228.62% $171.93
0.00%
2017 Q3 (2 results)
GM.WS.B
GENERAL MOTORS-CW19
-100.00%
-6,079,051
-25.62%
$17.39
-
0.00%
AER
AERCAP HOLDINGS NV
+4.72%
+47,225
+0.58%
$51.11
77.56% $90.75
12.97%
2017 Q2 (4 results)
SRG
SERITAGE GROWTH PROP- A REIT
-100.00%
-27,002
-0.29%
$43.15
84.63% $6.63
0.00%
GM.WS.B
GENERAL MOTORS-CW19
+0.42%
+25,229
+0.11%
$17.39
-
0.00%
AER
AERCAP HOLDINGS NV
+22.06%
+180,750
+2.07%
$46.43
95.46% $90.75
11.48%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
+1.45%
+187,180
+0.49%
$10.63
-
34.45%
2017 Q1 (5 results)
SRG
SERITAGE GROWTH PROP- A REIT
-94.90%
-502,111
-5.57%
$43.15
84.63% $6.63
0.00%
AER
AERCAP HOLDINGS NV
+21.96%
+88,500
+1.74%
$45.97
97.41% $90.75
9.68%
GOOG
ALPHABET INC-CL C
-4.28%
-59,200
-0.63%
$41.48
314.51% $171.93
14.12%
GM.WS.B
GENERAL MOTORS-CW19
+8.51%
+474,985
+2.18%
$17.85
-
27.79%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
+7.94%
+555,867
+2.67%
$10.93
-
36.31%
2016 Q4 (6 results)
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-100.00%
-47,400
-1.97%
$144.47
183.96% $410.24
0.00%
LUV
SOUTHWEST AIRLINES CO
-41.24%
-211,245
-3.03%
$49.84
43.56% $28.13
4.32%
RACE
FERRARI NV
-41.03%
-277,000
-4.65%
$58.33
604.69% $411.02
6.69%
AER
AERCAP HOLDINGS NV
+7.61%
+47,525
+0.57%
$41.61
118.10% $90.75
8.05%
GM.WS.B
GENERAL MOTORS-CW19
-6.78%
-249,450
-2.01%
$17.16
-
27.58%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-13.07%
-1,800,000
-4.73%
$9.12
-
31.46%
2016 Q3 (4 results)
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-34.62%
-25,100
-1.07%
$144.47
183.96% $410.24
0.00%
LUV
SOUTHWEST AIRLINES CO
buy
+512,220
+5.89%
$38.89
27.67% $28.13
5.89%
RACE
FERRARI NV
-36.85%
-259,973
-6.05%
$51.95
691.15% $411.02
10.37%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-0.09%
-13,000
-0.02%
$6.40
-
26.07%
2016 Q2 (8 results)
WLRH.U
WL ROSS HLDG CORP COM & 1 WT (DE)
-100.00%
-990,534
-3.51%
$10.49
-
0.00%
WLRH
WL ROSS HOLDINGS CORP COM SHS
-100.00%
-25,840
-0.12%
$10.03
-
0.00%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-0.01%
-6
-0.00%
$144.79
183.34% $410.24
3.54%
AER
AERCAP HOLDINGS NV
buy
+624,160
+7.08%
$33.59
170.16% $90.75
7.08%
SRG
SERITAGE GROWTH PROP- A REIT
-0.29%
-1,540
-0.03%
$49.84
86.70% $6.63
8.90%
RACE
FERRARI NV
-16.30%
-208,154
-2.86%
$40.72
909.48% $411.02
14.69%
GM.WS.B
GENERAL MOTORS-CW19
-0.03%
-2,001
-0.01%
$10.47
-
21.15%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-0.01%
-690
-0.00%
$6.12
-
28.48%
2016 Q1 (7 results)
WLRH
WL ROSS HOLDINGS CORP COM SHS
-85.52%
-152,625
-0.62%
$10.03
-
0.00%
ZINCQ
AMERICAN ZINC RECYCLING LLC
-100.00%
-4,844,971
-3.76%
$2.05
-
0.00%
WLRH.U
WL ROSS HLDG CORP COM & 1 WT (DE)
+10.63%
+95,160
+0.29%
$10.49
-
0.00%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-16.67%
-14,500
-0.60%
$141.88
189.15% $410.24
2.98%
SRG
SERITAGE GROWTH PROP- A REIT
buy
+530,653
+7.68%
$49.97
86.73% $6.63
7.68%
RACE
FERRARI NV
buy
+1,277,192
+15.39%
$41.59
888.20% $411.02
15.39%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-0.01%
-1,462
-0.00%
$8.06
-
32.20%
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.