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Mohnish Pabrai - Dalal Street 13F Activity & Position Changes (Q2 2024)

According to the SEC 13F filed on Aug 13, 2024, the Dalal Street portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2024, the filing reported:

New Buys - None reported

Increases - Alpha Metallurgical Resources, , Arch Resources, Inc., Warrior Met Coal, Inc.

Reductions - CONSOL Energy 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
Q2 2024	AMR Alpha Metallurgical Resources,	Alpha Metallurgical Resources,	Buy	+44,603	+11.0%	$125.95M	448,960
Q2 2024	ARCH Arch Resources, Inc.	Arch Resources, Inc.	Buy	+252,080	+179.7%	$59.73M	392,388
Q2 2024	CEIX CONSOL Energy Inc.	CONSOL Energy Inc.	Sell	-193,969	-53.0%	$17.55M	172,038
Q2 2024	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+756	+0.2%	$29.60M	471,519