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

According to the SEC 13F filed on May 14, 2024, the Dalal Street portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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