Pabrai Investments (Dalal Street)
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Mohnish Pabrai's Pabrai Investments (Dalal Street) reported 4 stock positions worth $232.8 million. Its top holding was Alpha Metallurgical Resource (AMR) at 54.1% of the portfolio, followed by Arch Resources (ARCH, 25.7%) and Warrior Met Coal (HCC, 12.7%). Compared with Q1 2024, it added to 3 and reduced 1. The biggest buy was Arch Resources (ARCH, shares +180%) and the biggest sale Consol Energy (shares −53%).
- Most Recent 13F
- Q2 2026
- Notable People
- Mohnish Pabrai
- Location
- WEST LAKE HILLS, TX
- CIK
- 0001549575
- Portfolio Value
- $232.8M (Q2 2024)
- SEC Filing
- 0001549575-24-000009 ↗ filed Aug 13, 2024
Holdings Value
Holdings 4 stocks · $232.8M
| AMR Alpha Metallurgical Resource | 54.09% | 448,960 | $125.9M | Add +11.0% |
| ARCH Arch Resources Inc. | 25.66% | 392,388 | $59.7M | Add +179.7% |
| HCC Warrior Met Coal Inc. | 12.71% | 471,519 | $29.6M | Add +0.2% |
| CONSOL ENERGY INC | 7.54% | 172,038 | $17.6M | Reduce -53.0% |
Portfolio Sells Q1 2024 → Q2 2024
| CONSOL ENERGY INC | Reduce -53.0% | 7.54% | −6.67 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $326.7M | HCC, RIG, AMR, KSPI |
| Q1 2026 | 3 | $422.9M | HCC, RIG, AMR |
| Q4 2025 | 4 | $402.0M | HCC, RIG, AMR, VAL |
| Q3 2025 | 5 | $336.9M | HCC, AMR, RIG, VAL, NE |
| Q2 2025 | 5 | $271.6M | HCC, VAL, AMR, NE, AN |
| Q1 2025 | 4 | $234.8M | HCC, VAL, AMR, NE |
| Q4 2024 | 3 | $253.4M | AMR, HCC, CONSOL ENERGY INC |
| Q3 2024 | 5 | $246.9M | AMR, CONSOL ENERGY INC, HCC, ARCH, DAC |
| Q2 2024 | 4 | $232.8M | AMR, ARCH, HCC, CONSOL ENERGY INC |
| Q1 2024 | 4 | $215.7M | AMR, CONSOL ENERGY INC, HCC, ARCH |