Mohnish Pabrai Portfolio, Holdings, 13F (2024-08-13) (2024)

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Mohnish Pabrai Portfolio, Holdings, 13F (2024-08-13) (1)

Mohnish Pabrai Portfolio, Holdings, 13F (2024-08-13) (2)

13F

Dalal Street, LLC
Last update 2024-08-13 4 Stocks (0 new)
Value $233.00 Mil Turnover 22 %

Countries:

Portfolio Report

Mohnish Pabrai Profile

Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. Pabrai said in a 2019 interview with GuruFocus that he had moved the majority of his funds into India, Turkey and South Korea where he was finding much better opportunities. His U.S.-based portfolio makes up a small portion of the fund’s total assets under management.

Mohnish Pabrai Investing Philosophy

Pabrai is a value investor. Pabrai invests primarily in smaller companies, those with a market cap in the half billion dollar range, that are out of favor. He tends to run concentrated portfolio.

Type:

Ticker

Company

Date

Action

Impact %

Price Range

Price

Price Change from Avrg%

Comment

Current Shares

Share Change

ARCH Arch Resources Inc2024-06-30Add

+16.48%

146.82 ($160.69) 179.9

$128.13

-20.26%

Add 179.66%

392,388

252,080

CEIX CONSOL Energy Inc2024-06-30Reduce

-7.53%

80.83 ($90.91) 105.7

$96.41

6.05%

Reduce -53%

172,038

-193,969

AMR Alpha Metallurgical Resources Inc2024-06-30Add

+5.37%

275.64 ($309.65) 349.17

$210.71

-31.95%

Add 11.03%

448,960

44,603

HCC Warrior Met Coal Inc2024-06-30Add

+0.02%

56.35 ($64.79) 72.98

$55.12

-14.93%

Add 0.16%

471,519

756

ARCH Arch Resources Inc2024-03-31Reduce

-6.33%

158.13 ($170.82) 185.75

$128.13

-24.99%

Reduce -40.29%

140,308

-94,686

HCC Warrior Met Coal Inc2024-03-31Reduce

-3.90%

53.03 ($60.58) 69.97

$55.12

-9.01%

Reduce -25.24%

470,763

-158,949

AMR Alpha Metallurgical Resources Inc2024-03-31Add

+1.54%

304.07 ($366.74) 442.21

$210.71

-42.55%

Add 2.55%

404,357

10,044

CEIX CONSOL Energy Inc2024-03-31Reduce

-0.12%

76.29 ($89.22) 104.6

$96.41

8.06%

Reduce -0.81%

366,007

-3,000

HCC Warrior Met Coal Inc2023-12-31New Buy

+15.47%

45.6 ($52.78) 62.28

$55.12

4.43%

New holding

629,712

629,712

ARCH Arch Resources Inc2023-12-31Add

+10.49%

141.19 ($157.19) 172.76

$128.13

-18.49%

Add 200.36%

234,994

156,756

AMR Alpha Metallurgical Resources Inc2023-12-31Reduce

-7.23%

207.03 ($263.31) 353.29

$210.71

-19.98%

Reduce -10.69%

394,313

-47,197

CEIX CONSOL Energy Inc2023-12-31Reduce

-1.70%

91.89 ($101.64) 113.09

$96.41

-5.15%

Reduce -6.95%

369,007

-27,563

AMR Alpha Metallurgical Resources Inc2023-09-30Add

+12.07%

154.04 ($195.33) 265.53

$210.71

7.87%

Add 21.75%

441,510

78,861

CEIX CONSOL Energy Inc2023-09-30Add

+11.94%

62.6 ($81.68) 105.01

$96.41

18.03%

Add 94.9%

396,570

193,096

ARCH Arch Resources Inc2023-09-30New Buy

+7.87%

109.13 ($134.11) 174.11

$128.13

-4.46%

New holding

78,238

78,238

AMR Alpha Metallurgical Resources Inc2023-06-30New Buy

+81.20%

134.97 ($152.95) 168.52

$210.71

37.76%

New holding

362,649

362,649

MU Micron Technology Inc2023-06-30Sold Out

-79.22%

57.02 ($64.22) 73.93

$91.22

42.04%

Sold Out

-1,592,134

BN Brookfield Corp2023-06-30Sold Out

-20.76%

30.04 ($31.81) 33.65

$49.37

55.20%

Sold Out

-772,579

CEIX CONSOL Energy Inc2023-06-30New Buy

+18.80%

53.96 ($60.97) 69.2

$96.41

58.13%

New holding

203,474

203,474

SRG Seritage Growth Properties2023-06-30Sold Out

-0.02%

7.25 ($7.99) 8.94

$4.53

-43.30%

Sold Out

-3,375

MU Micron Technology Inc2023-03-31Reduce

-11.14%

50.37 ($58.6) 63.87

$91.22

55.67%

Reduce -14.44%

1,592,134

-268,678

BAM Brookfield Asset Management Ltd2023-03-31Sold Out

-4.23%

28.46 ($32.48) 35.64

$44.85

38.08%

Sold Out

-178,077

BN Brookfield Corp2023-03-31Add

+1.62%

28.62 ($33.78) 38.17

$49.37

46.15%

Add 8.46%

772,579

60,260

BN Brookfield Corp2022-12-31Add

+13.88%

30.75 ($33.83) 38.41

$49.37

45.94%

Add 295.07%

712,319

532,016

BAM Brookfield Asset Management Ltd2022-12-31New Buy

+4.23%

27.11 ($30.09) 33.01

$44.85

49.05%

New holding

178,077

178,077

MU Micron Technology Inc2022-12-31Add

+1.53%

49.12 ($54.72) 63.1

$91.22

66.70%

Add 2.03%

1,860,812

37,000

BN Brookfield Asset Management Inc2022-09-30New Buy

+7.46%

40.72 ($48.04) 53.72

$49.37

2.77%

New holding

180,303

180,303

100/Page

Total 27

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Mohnish Pabrai Portfolio, Holdings, 13F (2024-08-13) (7)

Mohnish Pabrai Portfolio, Holdings, 13F (2024-08-13) (2024)

FAQs

What are the current investments of Mohnish Pabrai? ›

In Mohnish Pabrai's current portfolio as of 2024-06-30, the top 4 holdings are Alpha Metallurgical Resources Inc (AMR), Arch Resources Inc (ARCH), Warrior Met Coal Inc (HCC), CONSOL Energy Inc (CEIX), not including call and put options.

What stocks does Pabrai own? ›

13F and Fund Filings
SecurityShares (MM)Portfolio (%)
CCOLA / Coca-Cola Içecek Anonim Sirketi0.1310.1899
ARCH / Arch Resources, Inc.0.016.9802
AMR / Alpha Metallurgical Resources, Inc.0.015.3765
CEIX / CONSOL Energy Inc.0.014.0452
24 more rows

What is the minimum investment in Mohnish Pabrai? ›

Pabrai Investment Funds Funds List
NameTickerMinimum Initial Investment
Pabrai Wagons InstitutionalWGNIX$250,000
Pabrai Wagons RetailWAGNX$2,000

Who is the owner of Pabrai Investment Funds? ›

Total Networth : 144.19 Cr. He is an Indian-American value investor known for spending $650,000 to have lunch with his mentor Warren Buffett. He founded Pabrai investment Fund in 1999 and has given 517% return till now.

Who is the most powerful investor? ›

Warren Buffett is widely considered the greatest investor in the world. Born in 1930 in Omaha, Nebraska, Buffett began investing at a young age and became the chairman and CEO of Berkshire Hathaway, one of the world's largest and most successful investment firms.

Who is Warren Buffett investing in? ›

And he holds on for the long term to benefit. This strategy has won over time, with Buffett scoring major gains from his biggest holding, Apple, as well as longtime favorites such as Coca-Cola and American Express. Today, Berkshire Hathaway's portfolio is worth more than $279 billion.

What 1 stock does Warren Buffett own? ›

Buffett Watch
SymbolHoldings
Chevron CorpCVX118,610,534
Chubb LtdCB27,033,784
Citigroup IncC55,244,797
Coca-Cola CoKO400,000,000
44 more rows

Who owns the most money in stocks? ›

Based on this estimate, the richest 10 percent of U.S. households own roughly $42.7 trillion in stock market wealth, with the richest 1 percent owning $25 trillion. The bottom half of U.S. households own less than half a trillion dollars in stock market wealth.

How to invest in Pabrai Investment fund? ›

You can buy shares of the Pabrai Wagons Fund by opening an account on any one of these platforms: Vanguard: You can buy retail class (WAGNX) or institutional class (WGNIX) shares of the Pabrai Wagons Fund on Vanguard through their option to "Trade Non-Vanguard funds via Fund Access" under "Transact."

How rich is Mohnish Pabrai? ›

Is Mohnish Pabrai a Billionaire? In 2023, Pabrai was estimated to be worth about $2 billion.

What was Mohnish Pabrai initial investment? ›

Mohnish Pabrai's Education and Career

Pabrai launched his IT consulting firm called Transtech Inc. in 1991. His investment journey began after selling off TransTech to Kurt Salmon Associates for $20 Million in 1999. The Pabrai investment fund was launched with an initial $1 million investment.

What is the name of Mohnish Pabrai investment company? ›

He is the Managing Partner of Pabrai Investment Funds, and the CEO of Dhandho Funds and its parent, Dhandho Holdings. As of June 30, 2024, Mohnish manages over $1 billion in private partnership and mutual fund (the Pabrai Wagons Fund) assets through Dhandho Funds and its affiliated advisor, Dalal Street LLC.

What stocks are held by Mohnish Pabrai? ›

What stocks does Mohnish Pabrai own? In Mohnish Pabrai's portfolio as of 30 Jun 2024, the 4 holdings are (AMR) ALPHA METALLURGICAL RESOURCE (54.09%), (ARCH) ARCH RESOURCES INC (25.66%), (HCC) WARRIOR MET COAL INC (12.71%) and (CEIX) CONSOL ENERGY INC (7.54%).

What is Mohnish Pabrai buying? ›

What stocks is Mohnish Pabrai buying now? In the recent quarter Mohnish Pabrai has purchased 3 securities: (ARCH) ARCH RESOURCES INC (added shares +179.66%), (AMR) ALPHA METALLURGICAL RESOURCE (added shares +11.03%) and (HCC) WARRIOR MET COAL INC (added shares +0.16%).

Who is the famous billionaire investor? ›

Warren Edward Buffett (/ˈbʌfɪt/ BUF-it; born August 30, 1930) is an American businessman, investor, and philanthropist who currently serves as the chairman and CEO of Berkshire Hathaway.

How does Mohnish Pabrai invest? ›

Mohnish Pabrai Investing Philosophy

Pabrai is a value investor. Pabrai invests primarily in smaller companies, those with a market cap in the half billion dollar range, that are out of favor. He tends to run concentrated portfolio.

What is current investors? ›

Current Investor means any stockholder of the Company, who or that, as of the Grant Date, either alone or together with their or its Affiliates beneficially owns 20% or more of the outstanding Voting Stock of the Company.

What stocks is Warren Buffett investing in now? ›

Top 10 holdings in the Warren Buffett portfolio
  • Apple Inc. (AAPL).
  • American Express Co. (AXP).
  • Bank of America Corp. (BAC).
  • Coca-Cola Co. (KO).
  • Chevron Corp. (CVX).
  • Occidental Petroleum Corp. (OXY).
  • Moody's Corp. (MCO).
  • Kraft Heinz Co. (KHC).
6 days ago

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