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

As of Jun 30, 2024, the Dalal Street portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 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