13F filing recap · Q1 2024

What did Pabrai Investments buy in Q1 2024?

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

Stock value

$215.70M

Positions

Estimated turnover

12.3%

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.

Increased positions

AMRAlpha Metallurgical Resources, Inc.$133.91Mreported value+10.0K shares+2.5%

Reduced positions

CEIXConsol Energy Inc$30.66Mreported value-3.0K shares-0.8%HCCWarrior Met Coal, Inc.$28.58Mreported value-158.9K shares-25.2%ARCHArch Resources Inc$22.56Mreported value-94.7K shares-40.3%