Mohnish Pabrai Portfolio Holdings

Dalal Street, LLC

$247 Million
Q3 2024

Dalal Street, LLC, under direction of Mohnish Pabrai has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $247 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alpha Metallurgical Resources, Inc. with a value of $113M, Consol Energy Inc. with a value of $80.7M, Warrior Met Coal, Inc. with a value of $44.6M, Arch Resources, Inc. with a value of $4.28M, and Danaos Corp with a value of $4.04M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $233M to 247M.

Dalal Street, LLC is based out at Austin, TX

Below you can find more details about Mohnish Pabrai portfolio as well as his latest detailed transactions.

Portfolio value $247 Million

Basic Materials: $158 Million

Energy: $85 Million

Industrials: $4.04 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AMR Alpha Metallurgical Resources, Inc. Basic Materials	$3.49B	$113 Million 45.89% of portfolio	479,698	Q3 2024 Added 6.85%
CEIX Consol Energy Inc. Energy	$3.62B	$80.7 Million 32.67% of portfolio	770,642	Q3 2024 Added 347.95%
HCC Warrior Met Coal, Inc. Basic Materials	$2.84B	$44.6 Million 18.07% of portfolio	698,407	Q3 2024 Added 48.12%
ARCH Arch Resources, Inc. Energy	$2.56B	$4.28 Million 1.73% of portfolio	31,002	Q3 2024 Reduced 92.1%
DAC Danaos Corp Industrials	$1.57B	$4.04 Million 1.64% of portfolio	46,590	Q3 2024 New

Mohnish Pabrai

Mohnish Pabrai is the founder and managing partner of Dalal Street, an investment firm that focuses on value investing. Pabrai is known for his expertise in value investing and his disciplined approach to investing. He has been involved in a number of successful investments over the course of his career.

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Summary

Portfolio
No. of Stocks 5
Current Value $247 Million
Prior Value $233 Million
Filing
Period Q3 2024
Filing Date November 13, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 1 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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