13F filing recap · Q2 2023

What did Pabrai Investments buy in Q2 2023?

Reported stock-position changes between this filing and the previous one.

Stock value

$73.40M

Positions

Estimated turnover

200.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

AMRAlpha Metallurgical Resources, Inc.$59.61Mreported value+362.6K shares CEIXConsol Energy Inc$13.80Mreported value+203.5K shares

Exited positions

MUMicron Technology, Inc.$96.07Mprior reported value-1.59M shares-100.0%BNBrookfield Corporation$25.18Mprior reported value-772.6K shares-100.0%SRGSeritage Growth Properties$26.6Kprior reported value-3.4K shares-100.0%