Dalal Street, Llc (Mohnish Pabrai)
Basic Stats
Market Value
234.82M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
4 (1)
Avg. Holding Period
4 years
Turnover
0.8%
Industry Breakdown
Drilling Oil & Gas Wells
58.8%
Silver Ores
36.6%
Bituminous Coal & Lignite Surface Mining
22.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 HCC | Warrior Met Coal Inc | 85.88M | 36.6% | 1.8M | 5.6% | 94.9K | 48.00 | 3.4% |
 VAL | Valaris Ltd | 56.05M | 23.9% | 1.4M | New Buy | 1.4M | 39.00 | 2.0% |
 AMR | Alpha Metallurgical Resour I | 51.93M | 22.1% | 414.6K | -14.9% | -72.6K | 125.00 | 3.2% |
 NE | Noble Corp Plc | 40.97M | 17.4% | 1.7M | New Buy | 1.7M | 24.00 | 1.1% |
 CEIX | Consol Energy Inc New | — | — | — | Sold Out | -595.0K | 100.00 | — |