Mohnish Pabrai - Dalal Street Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 4 | |
| Portfolio Value | $234.82M |
Dalal Street Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.2 years | Style | Average duration positions are maintained |
| Position Count | 7 | Style | Number of active positions in portfolio |
| Position Size | 29.9% | Risk | Typical allocation per position |
| Win Rate | 48.0% | Performance | Percentage of profitable positions |
| Average Return | 60.5% | Performance | Mean return across positions |
| Sharpe Ratio | 0.35 | Performance | Return per unit of risk taken |
Investment Case Study: WARRIOR MET COAL INC (HCC)
12/31/2023 - 7/5/2025
Performance Metrics
Total Return: 128.85%
Holding Period: 552 days
Max Position Size: $92,461,301.00
Position Weight: 22.09%
Key Events
12/31/2023: ENTRY(629,712.00 shares) @ $60.97
3/31/2024: DECREASE(-158,949.00 shares) @ $60.70
6/30/2024: INCREASE(756.00 shares) @ $62.77
9/30/2024: INCREASE(226,888.00 shares) @ $63.90
12/31/2024: INCREASE(1,006,263.00 shares) @ $54.24
3/31/2025: INCREASE(94,910.00 shares) @ $47.72
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure