Pabrai Investments (Dalal Street)
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Mohnish Pabrai's Pabrai Investments (Dalal Street) reported 5 stock positions worth $246.9 million. Its top holding was Alpha Metallurgical Resource (AMR) at 45.9% of the portfolio, followed by Consol Energy (32.7%) and Warrior Met Coal (HCC, 18.1%). Compared with Q2 2024, it opened 1 new position, added to 3 and reduced 1. The biggest buy was Consol Energy (shares +348%) and the biggest sale Arch Resources (ARCH, shares −92%).
- Most Recent 13F
- Q2 2026
- Notable People
- Mohnish Pabrai
- Location
- WEST LAKE HILLS, TX
- CIK
- 0001549575
- Portfolio Value
- $246.9M (Q3 2024)
- SEC Filing
- 0001549575-24-000013 ↗ filed Nov 13, 2024
Holdings Value
Holdings 5 stocks · $246.9M
| AMR Alpha Metallurgical Resource | 45.89% | 479,698 | $113.3M | Add +6.8% |
| CONSOL ENERGY INC | 32.66% | 770,642 | $80.6M | Add +347.9% |
| HCC Warrior Met Coal Inc. | 18.08% | 698,407 | $44.6M | Add +48.1% |
| ARCH Arch Resources Inc. | 1.73% | 31,002 | $4.3M | Reduce -92.1% |
| DAC Danaos Corp. | 1.64% | 46,590 | $4.0M | New |
Portfolio Sells Q2 2024 → Q3 2024
| ARCH Arch Resources Inc. | Reduce -92.1% | 1.73% | −23.92 |
Portfolio Buys Q2 2024 → Q3 2024
| CONSOL ENERGY INC | Add +347.9% | 32.66% | +25.13 |
| HCC Warrior Met Coal Inc. | Add +48.1% | 18.08% | +5.36 |
| DAC Danaos Corp. | New | 1.64% | +1.64 |
| AMR Alpha Metallurgical Resource | Add +6.8% | 45.89% | −8.21 |
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 |