Mohnish Pabrai - Dalal Street,
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Add 6.77% | 36,738 | 1.78 |
| ☰ | HCC - Warrior Met Coal Inc. | Add 0.61% | 11,000 | 0.24 |
| Q4 2025 | ||||
| ☰ | RIG - Transocean Ltd. | Add 10.63% | 2,597,801 | 2.67 |
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Add 2.07% | 11,000 | 0.55 |
| Q3 2025 | ||||
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Add 15.57% | 71,673 | 3.49 |
| ☰ | HCC - Warrior Met Coal Inc. | Add 0.00% | 86 | 0.00 |
| ☰ | RIG - Transocean Ltd. | Buy | 24,442,332 | 22.64 |
| Q2 2025 | ||||
| ☰ | VAL - Valaris plc | Add 31.96% | 456,213 | 7.07 |
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Add 11.02% | 45,711 | 1.89 |
| ☰ | HCC - Warrior Met Coal Inc. | Add 0.01% | 165 | 0.00 |
| ☰ | AN - AutoNation Inc. | Buy | 61,000 | 4.46 |
| Q1 2025 | ||||
| ☰ | HCC - Warrior Met Coal Inc. | Add 5.57% | 94,910 | 1.93 |
| ☰ | VAL - Valaris plc | Buy | 1,427,564 | 23.87 |
| ☰ | NE - Noble Corp. | Buy | 1,728,744 | 17.45 |
| Q4 2024 | ||||
| ☰ | HCC - Warrior Met Coal Inc. | Add 144.08% | 1,006,263 | 21.53 |
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Add 1.57% | 7,553 | 0.60 |
| Q3 2024 | ||||
| ☰ | CEIXN - Consol Energy Inc New | Add 347.95% | 598,604 | 25.37 |
| ☰ | HCC - Warrior Met Coal Inc. | Add 48.12% | 226,888 | 5.87 |
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Add 6.85% | 30,738 | 2.94 |
| ☰ | DAC - Danaos Corporation | Buy | 46,590 | 1.64 |
| Q2 2024 | ||||
| ☰ | ARCH - Arch Resources Inc | Add 179.66% | 252,080 | 16.48 |
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Add 11.03% | 44,603 | 5.37 |
| ☰ | HCC - Warrior Met Coal Inc. | Add 0.16% | 756 | 0.02 |
| Q1 2024 | ||||
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Add 2.55% | 10,044 | 1.54 |
| Q4 2023 | ||||
| ☰ | ARCH - Arch Resources Inc | Add 200.36% | 156,756 | 10.49 |
| ☰ | HCC - Warrior Met Coal Inc. | Buy | 629,712 | 15.47 |
| Q3 2023 | ||||
| ☰ | CEIXN - Consol Energy Inc New | Add 94.90% | 193,096 | 11.94 |
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Add 21.75% | 78,861 | 12.07 |
| ☰ | ARCH - Arch Resources Inc | Buy | 78,238 | 7.87 |
| Q2 2023 | ||||
| ☰ | AMR - Alpha Metallurgical Resources Inc. | Buy | 362,649 | 81.20 |
| ☰ | CEIXN - Consol Energy Inc New | Buy | 203,474 | 18.80 |
| Q1 2023 | ||||
| ☰ | BN - Brookfield Corp. | Add 8.46% | 60,260 | 1.62 |
| Q4 2022 | ||||
| ☰ | MU - Micron Technology Inc. | Add 2.03% | 37,000 | 1.53 |
| ☰ | BN - Brookfield Corp. | Buy | 712,319 | 18.59 |
| ☰ | BAM - Brookfield Asset Management | Buy | 178,077 | 4.23 |
| Q3 2022 | ||||
| ☰ | BAM.A - Brookfield Asset Mgmt Inc | Buy | 180,303 | 7.46 |
| Q4 2021 | ||||
| ☰ | MU - Micron Technology Inc. | Add 15.49% | 244,662 | 10.52 |
| Q3 2021 | ||||
| ☰ | MU - Micron Technology Inc. | Add 1.75% | 27,150 | 1.01 |
| Q2 2021 | ||||
| ☰ | BABA - Alibaba Group Holdings | Add 53.23% | 89,878 | 7.34 |
| Q1 2021 | ||||
| ☰ | BABA - Alibaba Group Holdings | Buy | 168,843 | 14.61 |
| Q4 2020 | ||||
| ☰ | SRG - Seritage Growth Properties | Add 0.00% | 31 | 0.00 |
| Q3 2020 | ||||
| ☰ | MU - Micron Technology Inc. | Add 0.00% | 74 | 0.00 |
| Q2 2020 | ||||
| ☰ | MU - Micron Technology Inc. | Add 0.89% | 16,049 | 0.56 |
| ☰ | SRG - Seritage Growth Properties | Buy | 4,733,118 | 36.52 |
| Q4 2019 | ||||
| ☰ | MU - Micron Technology Inc. | Add 1.90% | 34,141 | 0.68 |
| Q3 2019 | ||||
| ☰ | EAF - GrafTech International Ltd. | Add 34.52% | 1,423,563 | 6.97 |
| ☰ | MU - Micron Technology Inc. | Add 0.46% | 8,190 | 0.13 |
| Q2 2019 | ||||
| ☰ | MU - Micron Technology Inc. | Add 5.09% | 86,480 | 1.13 |
| ☰ | EAF - GrafTech International Ltd. | Buy | 4,123,538 | 16.12 |
| Q1 2019 | ||||
| ☰ | MU - Micron Technology Inc. | Add 210.74% | 1,152,418 | 17.99 |
| ☰ | STLA - Stellantis N.V. | Add 0.05% | 6,657 | 0.04 |
| Q4 2018 | ||||
| ☰ | MU - Micron Technology Inc. | Buy | 546,847 | 8.39 |
| Q3 2017 | ||||
| ☰ | AER - AerCap Holdings N.V. | Add 4.72% | 47,225 | 0.58 |
| Q2 2017 | ||||
| ☰ | AER - AerCap Holdings N.V. | Add 22.06% | 180,750 | 2.08 |
| ☰ | STLA - Stellantis N.V. | Add 1.45% | 187,180 | 0.49 |
| ☰ | GM.WS.B - General Mtrs Co | Add 0.42% | 25,229 | 0.11 |
| Q1 2017 | ||||
| ☰ | AER - AerCap Holdings N.V. | Add 21.96% | 147,500 | 1.74 |
| ☰ | GM.WS.B - General Mtrs Co | Add 8.51% | 474,985 | 2.18 |
| ☰ | STLA - Stellantis N.V. | Add 7.94% | 950,200 | 2.67 |
| Q4 2016 | ||||
| ☰ | AER - AerCap Holdings N.V. | Add 7.61% | 47,525 | 0.57 |
| Q3 2016 | ||||
| ☰ | LUV - Southwest Airlines | Buy | 512,220 | 6.01 |
| Q2 2016 | ||||
| ☰ | AER - AerCap Holdings N.V. | Buy | 624,160 | 7.08 |
| Q1 2016 | ||||
| ☰ | RACE - Ferrari NV | Buy | 1,277,192 | 15.89 |
| ☰ | SRG - Seritage Growth Properties | Buy | 530,653 | 7.93 |
| Q4 2015 | ||||
| ☰ | GOOG - Alphabet Inc. CL C | Buy | 69,188 | 14.29 |
| ☰ | BRK.B - Berkshire Hathaway CL B | Buy | 87,006 | 3.13 |
| Q3 2015 | ||||
| ☰ | GM.WS.B - General Mtrs Co | Add 0.03% | 1,770 | 0.01 |
| Q2 2015 | ||||
| ☰ | GGQ7 - Google Inc | Add 0.27% | 188 | 0.02 |
| ☰ | GM.WS.B - General Mtrs Co | Add 0.04% | 2,507 | 0.01 |
| Q1 2015 | ||||
| ☰ | PKX - Posco | Add 225.97% | 681,910 | 7.21 |
| ☰ | GM.WS.B - General Mtrs Co | Add 0.86% | 51,295 | 0.19 |
| Q4 2014 | ||||
| ☰ | GM - General Motors | Add 1.96% | 457 | 0.00 |
| ☰ | GM.WS.B - General Mtrs Co | Add 0.00% | 160 | 0.00 |
| ☰ | STLA - Stellantis N.V. | Buy | 13,908,569 | 29.57 |
| ☰ | GGQ7 - Google Inc | Buy | 69,000 | 6.67 |
| Q2 2014 | ||||
| ☰ | PKX - Posco | Buy | 977,634 | 15.14 |
| Q1 2014 | ||||
| ☰ | GM.WS.B - General Mtrs Co | Add 0.09% | 5,486 | 0.02 |
| ☰ | BRK.B - Berkshire Hathaway CL B | Buy | 7,025 | 0.19 |
| ☰ | GM - General Motors | Buy | 23,305 | 0.17 |
| Q4 2013 | ||||
| ☰ | ZINCQ - Horsehead Hldg Corp | Add 24.92% | 1,263,296 | 3.76 |
| ☰ | GM.WS.B - General Mtrs Co | Add 0.01% | 653 | 0.00 |
| Q2 2013 | ||||
| ☰ | CHKEUR - Chesapeake Energy Corp | Add 225.19% | 2,263,145 | 10.95 |
| ☰ | ZINCQ - Horsehead Hldg Corp | Add 175.53% | 3,229,900 | 9.82 |
| ☰ | GM.WS.B - General Mtrs Co | Buy | 5,928,876 | 23.01 |
| Q2 2012 | ||||
| ☰ | GM - General Motors | Buy | 2,237,000 | 18.34 |
| ☰ | CHKEUR - Chesapeake Energy Corp | Buy | 1,005,000 | 7.77 |
| Q1 2012 | ||||
| ☰ | BAC - Bank of America Corp. | Buy | 7,502,000 | 22.11 |
| ☰ | C - Citigroup Inc. | Buy | 1,807,510 | 20.34 |
| ☰ | GS - Goldman Sachs Group | Buy | 506,130 | 19.38 |
| ☰ | TEX - Terex Corp. | Buy | 2,214,460 | 15.34 |
| ☰ | POT - Potash Corp SAsk Inc | Buy | 793,000 | 11.16 |
| ☰ | ZINCQ - Horsehead Hldg Corp | Buy | 1,840,100 | 6.45 |
| ☰ | CSE - Capitalsource Inc | Buy | 2,162,900 | 4.40 |
| ☰ | PNCLQ - Pinnacle Airl Corp | Buy | 1,964,185 | 0.82 |