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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

5 changes from Mohnish Pabrai (Dalal Street), filed 2024-11-13 for period end 2024-09-30.

$246.9M portfolio value
StockActionChangeCurrentPortfolio Impact
20854L108
CONSOL ENERGY INC NEW
Increased$63.1M$80.6M25.56%
03940R107
ARCH RESOURCES INC
Reduced-$55.4M$4.3M22.46%
93627C101
WARRIOR MET COAL INC
Increased$15.0M$44.6M6.09%
20764106
ALPHA METALLURGICAL RESOUR I
Reduced-$12.7M$113.3M5.12%
Y1968P121
DANAOS CORPORATION
New$4.0M$4.0M1.64%

Evidence

Related Cards

JR
Increased922908363

Julian Robertson

Julian Robertson (Tiger Management) filed a 13F change in VANGUARD INDEX FDS (922908363) on 2024-11-13, covering period end 2024-09-30.

MP
Increased20854L108

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in CONSOL ENERGY INC NEW (20854L108) on 2024-11-13, covering period end 2024-09-30.

MP
Reduced03940R107

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in ARCH RESOURCES INC (03940R107) on 2024-11-13, covering period end 2024-09-30.

Mohnish Pabrai (Dalal Street) disclosed new in DANAOS CORPORATION | TradingNote AI