Dalal Street

Q2 2023 13F · by Mohnish Pabrai, founder

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

+100.0 pp in · −100.0 pp out

Very concentrated · behaves like 1 equal-sized positions

High turnover · 400% a year, about 0.3 years per position


AMRAlpha Metallurgical Resources, Inc.	81.20%	362,649	$60M	new	+81.20 pp	new
CEIXCore Natural Resources, Inc.	18.80%	203,474	$14M	new	+18.80 pp	new
MUMicron Technology, Inc.	—	−1,592,134	—	exited	−79.22 pp	—
BNBrookfield Corporation	—	−772,579	—	exited	−20.76 pp	—
SRGSeritage Growth Properties Class A of beneficial interest, par value $0.01	—	−3,375	—	exited	−0.02 pp	—