Great investors · Mohnish Pabrai · Q3 2024
What Mohnish Pabrai bought and sold in Q3 2024
Pabrai Investment Funds (Dalal Street) 13F portfolio as of Sep 30, 2024: 5 positions worth $247M. Largest: AMR, Consol Energy, HCC, Arch Resources. Filed with the SEC on Nov 13, 2024.
The 13F is filed by Pabrai Investment Funds (Dalal Street), not by Mohnish Pabrai personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q3 2024
- IncreasedConsol Energy+25.4 pp
- IncreasedWarrior Met CoalHCC+5.9 pp
- IncreasedAlpha Metallurgical ResourcesAMR+2.9 pp
- NewDanaosDAC+1.6 pp
Sells in Q3 2024
- ReducedArch Resources−20.2 pp
5 companies with material moves, out of 5 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Pabrai Investment Funds (Dalal Street)'s Q3 2024 13F lists 5 lines of US-listed securities worth $247M; the largest is AMR at 45.9% of the portfolio. It was accepted by the SEC on Nov 13, 2024 at 7:45 AM ET.
Against the previous quarter, it opened 1 position (DAC), closed none, added to 3 (Consol Energy, HCC and AMR) and trimmed 1 (Arch Resources).
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Alpha Metallurgical Resources AMR | 479,698 | $113M | 45.9% | +6.8% |
| 2 | Consol Energy | 770,642 | $80.6M | 32.7% | +348% |
| 3 | Warrior Met Coal HCC | 698,407 | $44.6M | 18.1% | +48% |
| 4 | Arch Resources | 31,002 | $4.3M | 1.73% | −92% |
| 5 | Danaos DAC | 46,590 | $4.0M | 1.64% | new |
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Pabrai Investment Funds (Dalal Street)'s 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.