whalepapers
Investors/ Dalal Street, LLC/ Q2 2024

Dalal Street, LLC

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

AMR ALPHA METALLURGICAL RESOURCE
54.1%
Added +11.0% 448,960 $125.9M
ARCH1USD ARCH RESOURCES INC
25.7%
Added +179.7% 392,388 $59.7M
HCC WARRIOR MET COAL INC
12.7%
Added +0.2% 471,519 $29.6M
CEIXEUR CONSOL ENERGY INC
7.5%
Reduced −53.0% 172,038 $17.6M

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.