Mohnish Pabrai
Dalal Street
- Portfolio
- Activity
Dalal Street Portfolio 13F
Dalal Street has disclosed a total of 4 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 3 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 3 securities: (ARCH) ARCH RESOURCES INC (added shares +179.66%), (AMR) ALPHA METALLURGICAL RESOURCE (added shares +11.03%) and (HCC) WARRIOR MET COAL INC (added shares +0.16%).
What does Mohnish Pabrai invest in?
Mohnish Pabrai's holdings are (AMR) ALPHA METALLURGICAL RESOURCE (54.09%), (ARCH) ARCH RESOURCES INC (25.66%), (HCC) WARRIOR MET COAL INC (12.71%) and (CEIX) CONSOL ENERGY INC (7.54%).
In the latest report(s) the following changes have been made to the investments: (AMR) ALPHA METALLURGICAL RESOURCE (added shares +11.03%), (ARCH) ARCH RESOURCES INC (added shares +179.66%), (HCC) WARRIOR MET COAL INC (added shares +0.16%) and (CEIX) CONSOL ENERGY INC (reduced shares -53%).
History
Ticker
Stock
%Activity
ShareChange
% change toPortfolio
ReportedPrice*
% differenceCurrent Price
% ofPortfolio
2024 Q2 (4 results)
ARCH
ARCH RESOURCES INC
+179.66%
+252,080
+16.48%
$152.23
15.83% $128.13
25.66%
AMR
ALPHA METALLURGICAL RESOURCE
+11.03%
+44,603
+5.37%
$280.53
24.89% $210.71
54.09%
HCC
WARRIOR MET COAL INC
+0.16%
+756
+0.02%
$62.77
12.19% $55.12
12.71%
CEIX
CONSOL ENERGY INC
-53.00%
-193,969
-8.50%
$102.03
5.51% $96.41
7.54%
2024 Q1 (4 results)
AMR
ALPHA METALLURGICAL RESOURCE
+2.55%
+10,044
+1.54%
$331.17
36.37% $210.71
62.08%
CEIX
CONSOL ENERGY INC
-0.81%
-3,000
-0.12%
$83.76
15.10% $96.41
14.21%
HCC
WARRIOR MET COAL INC
-25.24%
-158,949
-4.47%
$60.70
9.19% $55.12
13.25%
ARCH
ARCH RESOURCES INC
-40.29%
-94,686
-7.06%
$160.79
20.31% $128.13
10.46%
2023 Q4 (4 results)
HCC
WARRIOR MET COAL INC
buy
+629,712
+15.47%
$60.97
9.59% $55.12
15.47%
ARCH
ARCH RESOURCES INC
+200.36%
+156,756
+10.48%
$165.94
22.79% $128.13
15.72%
CEIX
CONSOL ENERGY INC
-6.95%
-27,563
-1.12%
$100.53
4.10% $96.41
14.95%
AMR
ALPHA METALLURGICAL RESOURCE
-10.69%
-47,197
-6.45%
$338.92
37.83% $210.71
53.86%
2023 Q3 (3 results)
ARCH
ARCH RESOURCES INC
buy
+78,238
+7.87%
$170.66
24.92% $128.13
7.87%
CEIX
CONSOL ENERGY INC
+94.90%
+193,096
+11.94%
$104.91
8.10% $96.41
24.53%
AMR
ALPHA METALLURGICAL RESOURCE
+21.75%
+78,861
+12.07%
$259.73
18.87% $210.71
67.60%
2023 Q2 (5 results)
CEIX
CONSOL ENERGY INC
buy
+203,474
+18.80%
$67.81
42.18% $96.41
18.80%
AMR
ALPHA METALLURGICAL RESOURCE
buy
+362,649
+81.20%
$164.36
28.20% $210.71
81.20%
SRG
SERITAGE GROWTH PROP- A REIT
-100.00%
-3,375
-0.04%
$7.87
42.44% $4.53
0.00%
BN
BROOKFIELD CORP
-100.00%
-772,579
-34.30%
$32.59
51.49% $49.37
0.00%
MU
MICRON TECHNOLOGY INC
-100.00%
-1,592,134
-130.88%
$60.34
51.18% $91.22
0.00%
2023 Q1 (3 results)
BN
BROOKFIELD CORP
+8.46%
+60,260
+1.62%
$32.59
51.49% $49.37
0.00%
MU
MICRON TECHNOLOGY INC
-14.44%
-268,678
-13.37%
$60.34
51.18% $91.22
0.00%
BAM
BROOKFIELD ASSET MGMT-A
-100.00%
-178,077
-4.21%
$28.67
56.44% $44.85
0.00%
2022 Q4 (4 results)
BN
BROOKFIELD CORP
buy
+712,319
+18.59%
$31.46
56.93% $49.37
18.59%
BAM
BROOKFIELD ASSET MGMT-A
buy
+178,077
+4.23%
$28.67
56.44% $44.85
0.00%
MU
MICRON TECHNOLOGY INC
+2.03%
+37,000
+1.53%
$49.98
82.51% $91.22
77.14%
BAM
BROOKFIELD ASSET MANAGE-CL A
-100.00%
-180,303
-6.12%
$40.89
9.68% $44.85
0.00%
2022 Q3 (1 result)
BAM
BROOKFIELD ASSET MANAGE-CL A
buy
+180,303
+7.46%
$40.89
9.68% $44.85
0.00%
2022 Q2 (1 result)
SRG
SERITAGE GROWTH PROP- A REIT
-81.71%
-15,076
-0.08%
$5.33
15.06% $4.53
0.02%
2022 Q1 (1 result)
SRG
SERITAGE GROWTH PROP- A REIT
-99.48%
-3,503,667
-31.09%
$12.63
64.13% $4.53
0.16%
2021 Q4 (3 results)
MU
MICRON TECHNOLOGY INC
+15.49%
+244,662
+10.52%
$93.15
2.07% $91.22
78.42%
SRG
SERITAGE GROWTH PROP- A REIT
-25.59%
-1,211,000
-7.42%
$13.27
65.86% $4.53
21.58%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-57,347
-3.92%
$148.05
42.79% $84.69
0.00%
2021 Q3 (2 results)
MU
MICRON TECHNOLOGY INC
+1.75%
+27,150
+1.01%
$70.98
28.52% $91.22
58.76%
BABA
ALIBABA GROUP HOLDING-SP ADR
-77.83%
-201,374
-15.63%
$148.05
42.79% $84.69
0.00%
2021 Q2 (1 result)
BABA
ALIBABA GROUP HOLDING-SP ADR
+53.23%
+89,878
+7.34%
$226.78
62.66% $84.69
21.13%
2021 Q1 (3 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+168,843
+14.61%
$226.73
62.65% $84.69
14.61%
SRG
SERITAGE GROWTH PROP- A REIT
-0.00%
-31
-0.00%
$18.35
75.31% $4.53
33.15%
MU
MICRON TECHNOLOGY INC
-14.74%
-268,322
-9.03%
$88.21
3.41% $91.22
52.25%
2020 Q4 (1 result)
SRG
SERITAGE GROWTH PROP- A REIT
+0.00%
+31
+0.00%
$14.68
69.14% $4.53
33.67%
2020 Q3 (1 result)
MU
MICRON TECHNOLOGY INC
+0.00%
+74
+0.00%
$46.96
94.25% $91.22
57.32%
2020 Q2 (3 results)
SRG
SERITAGE GROWTH PROP- A REIT
buy
+4,733,118
+36.52%
$11.40
60.26% $4.53
36.52%
MU
MICRON TECHNOLOGY INC
+0.89%
+16,049
+0.56%
$51.52
77.06% $91.22
63.48%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-100.00%
-680,045
-3.31%
$7.19
-
0.00%
2020 Q1 (3 results)
MU
MICRON TECHNOLOGY INC
-1.31%
-23,877
-1.24%
$42.06
116.88% $91.22
93.95%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-91.76%
-7,570,666
-67.38%
$7.19
-
0.00%
EAF
GRAFTECH INTERNATIONAL LTD
-100.00%
-4,450,134
-64.02%
$11.62
93.20% $0.79
0.00%
2019 Q4 (3 results)
MU
MICRON TECHNOLOGY INC
+1.90%
+34,141
+0.68%
$53.78
69.62% $91.22
36.25%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-5.79%
-506,752
-2.74%
$14.69
-
44.69%
EAF
GRAFTECH INTERNATIONAL LTD
-19.78%
-1,096,967
-4.70%
$11.62
93.20% $0.79
0.00%
50 of 153
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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.
Estimated cost basis* method #1: method #2:
Mohnish Pabrai - Dalal Street
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