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Mohnish Pabrai - Dalal Street 13F Activity & Position Changes (Q1 2024)

As of Mar 31, 2024, the Dalal Street portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2024, the filing reported:

New Buys - None reported

Increases - Alpha Metallurgical Resources,

Reductions - Arch Resources, Inc., CONSOL Energy Inc., Warrior Met Coal, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2024	AMR Alpha Metallurgical Resources,	Alpha Metallurgical Resources,	Buy	+10,044	+2.5%	$133.91M	404,357
Q1 2024	ARCH Arch Resources, Inc.	Arch Resources, Inc.	Sell	-94,686	-40.3%	$22.56M	140,308
Q1 2024	CEIX CONSOL Energy Inc.	CONSOL Energy Inc.	Sell	-3,000	-0.8%	$30.66M	366,007
Q1 2024	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Sell	-158,949	-25.2%	$28.58M	470,763