whalepapers
Investors/ Dalal Street, LLC/ Q1 2024

Dalal Street, LLC

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

AMR ALPHA METALLURGICAL RESOURCE
62.1%
Added +2.5% 404,357 $133.9M
CEIXEUR CONSOL ENERGY INC
14.2%
Reduced −0.8% 366,007 $30.7M
HCC WARRIOR MET COAL INC
13.2%
Reduced −25.2% 470,763 $28.6M
ARCH1USD ARCH RESOURCES INC
10.5%
Reduced −40.3% 140,308 $22.6M

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.