whalepapers
Overview/ Dalal Street, LLC/ Q1 2024

Dalal Street, LLC

Mohnish Pabrai · As of Q1 2024 · filed May 14, 2024

Q1 2024

Holdings

4 positions · Δ vs prior quarter
AMR ALPHA METALLURGICAL RESOURCE
$133.9M
62.1%
404,357 +10,044 +2.5% Added
CEIXEUR CONSOL ENERGY INC
$30.7M
14.2%
366,007 −3,000 −0.8% Reduced
HCC WARRIOR MET COAL INC
$28.6M
13.2%
470,763 −158,949 −25.2% Reduced
ARCH1USD ARCH RESOURCES INC
$22.6M
10.5%
140,308 −94,686 −40.3% Reduced

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.