13F filing recap · Q2 2024

What did Pabrai Investments buy in Q2 2024?

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

Stock value

$232.83M

Positions

Estimated turnover

31.5%

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.$125.95Mreported value+44.6K shares+11.0%ARCHArch Resources Inc$59.73Mreported value+252.1K shares+179.7%HCCWarrior Met Coal, Inc.$29.60Mreported value+756 shares+0.2%

Reduced positions

CEIXConsol Energy Inc$17.55Mreported value-194.0K shares-53.0%