whalepapers
Overview/ Dalal Street, LLC/ Q2 2024

Dalal Street, LLC

Mohnish Pabrai · As of Q2 2024 · filed Aug 13, 2024

Q2 2024

Holdings

4 positions · Δ vs prior quarter
AMR ALPHA METALLURGICAL RESOURCE
$125.9M
54.1%
448,960 +44,603 +11.0% Added
ARCH1USD ARCH RESOURCES INC
$59.7M
25.7%
392,388 +252,080 +179.7% Added
HCC WARRIOR MET COAL INC
$29.6M
12.7%
471,519 +756 +0.2% Added
CEIXEUR CONSOL ENERGY INC
$17.6M
7.5%
172,038 −193,969 −53.0% 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.