Latticework
Mohnish Pabrai

Mohnish Pabrai's 2024Q2 portfolio

Mohnish Pabrai (Dalal Street LLC / Pabrai Investment Funds) held 2 positions as of Jun 30, 2024, with the largest position at 54.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (2)

  1. 1AMRAlpha Metallurgical Resource
    % port
    54.1%
    -8.0pp vs prior Qnow 28.1%
  2. 2HCCWarrior Met Coal Inc
    % port
    12.7%
    -0.5pp vs prior Qnow 39.9%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.