whalepapers
Investors/ Dalal Street, LLC/ Q2 2023

Dalal Street, LLC

Mohnish Pabrai · As of Q2 2023 · filed Aug 11, 2023

AMR ALPHA METALLURGICAL RESOURCE
81.2%
New 362,649 $59.6M
CEIXEUR CONSOL ENERGY INC
18.8%
New 203,474 $13.8M

Sold positions

3 closed in Q2 2023 · shares & value as of prior filing
Holding Shares sold Prior value
MU MICRON TECHNOLOGY INC
1,592,134 $96.1M
BN BROOKFIELD CORP
772,579 $25.2M
SRG SERITAGE GROWTH PROP- A
3,375 $27K

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.