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Mohnish Pabrai - Dalal Street 13F Activity & Position Changes (Q3 2024)

As of Sep 30, 2024, the Dalal Street portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 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 Q3 2024, the filing reported:

New Buys - None reported

Increases - Alpha Metallurgical Resources, , CONSOL Energy Inc., Warrior Met Coal, Inc.

Reductions - Arch Resources, 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
Q3 2024	AMR Alpha Metallurgical Resources,	Alpha Metallurgical Resources,	Buy	+30,738	+6.8%	$113.30M	479,698
Q3 2024	ARCH Arch Resources, Inc.	Arch Resources, Inc.	Sell	-361,386	-92.1%	$4.28M	31,002
Q3 2024	CEIX CONSOL Energy Inc.	CONSOL Energy Inc.	Buy	+598,604	+347.9%	$80.65M	770,642
Q3 2024	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+226,888	+48.1%	$44.63M	698,407