whalepapers
Investors/ Dalal Street, LLC/ Q4 2023

Dalal Street, LLC

Mohnish Pabrai · As of Q4 2023 · filed Feb 14, 2024

AMR ALPHA METALLURGICAL RESOURCE
53.9%
Reduced −10.7% 394,313 $133.6M
ARCH1USD ARCH RESOURCES INC
15.7%
Added +200.4% 234,994 $39.0M
HCC WARRIOR MET COAL INC
15.5%
New 629,712 $38.4M
CEIXEUR CONSOL ENERGY INC
15.0%
Reduced −7.0% 369,007 $37.1M

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.