whalepapers
Investors/ Dalal Street, LLC/ Q3 2024

Dalal Street, LLC

Mohnish Pabrai · As of Q3 2024 · filed Nov 13, 2024

AMR ALPHA METALLURGICAL RESOURCE
45.9%
Added +6.8% 479,698 $113.3M
CEIXEUR CONSOL ENERGY INC
32.7%
Added +347.9% 770,642 $80.6M
HCC WARRIOR MET COAL INC
18.1%
Added +48.1% 698,407 $44.6M
ARCH1USD ARCH RESOURCES INC
1.7%
Reduced −92.1% 31,002 $4.3M
DAC DANAOS CORP
1.6%
New 46,590 $4.0M

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.