13F filing recap · Q3 2024

What did Pabrai Investments buy in Q3 2024?

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

Stock value

$246.90M

Positions

Estimated turnover

57.7%

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.

Quarter in review

Pabrai Investments opened a new position in Danaos Corporation and added to Alpha Metallurgical Resources. The firm dramatically increased its stake in Consol Energy and substantially added to Warrior Met Coal, while substantially trimming Arch Resources.

New positions

DACDanaos Corporation$4.04Mreported value+46.6K shares

Increased positions

AMRAlpha Metallurgical Resources, Inc.$113.30Mreported value+30.7K shares+6.8%CEIXConsol Energy Inc$80.65Mreported value+598.6K shares+347.9%HCCWarrior Met Coal, Inc.$44.63Mreported value+226.9K shares+48.1%

Reduced positions

ARCHArch Resources Inc$4.28Mreported value-361.4K shares-92.1%