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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 2025-05-14 for period end 2025-03-31.

$234.8M portfolio value
StockActionChangeCurrentPortfolio Impact
20854L108
CONSOL ENERGY INC NEW
Sold out-$63.5M$027.03%
G9460G101
VALARIS LTD
New$56.0M$56.0M23.87%
20764106
ALPHA METALLURGICAL RESOUR I
Reduced-$45.6M$51.9M19.41%
G65431127
NOBLE CORP PLC
New$41.0M$41.0M17.45%
93627C101
WARRIOR MET COAL INC
Reduced-$6.6M$85.9M2.80%

Evidence

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Leopold Aschenbrenner (Situational Awareness) filed a 13F change in Intel Corp (458140100) on 2025-05-14, covering period end 2025-03-31.

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Sold out20854L108

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in CONSOL ENERGY INC NEW (20854L108) on 2025-05-14, covering period end 2025-03-31.

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Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in VALARIS LTD (G9460G101) on 2025-05-14, covering period end 2025-03-31.

Mohnish Pabrai (Dalal Street) disclosed new in NOBLE CORP PLC | TradingNote AI