Mohnish Pabrai - Pabrai Investments

History Stock Activity Share change % change to portfolio
Q3  2024
AMR - Alpha Metallurgical Resources Inc. Add 6.85% 30,738 2.94
HCC - Warrior Met Coal Inc. Add 48.12% 226,888 5.87
CEIX - CONSOL Energy Inc. Add 347.95% 598,604 25.37
DAC - Danaos Corp. Buy 46,590 1.64
ARCH - Arch Resources Inc. Reduce 92.10% 361,386 20.17
Q2  2024
HCC - Warrior Met Coal Inc. Add 0.16% 756 0.02
AMR - Alpha Metallurgical Resources Inc. Add 11.03% 44,603 5.37
ARCH - Arch Resources Inc. Add 179.66% 252,080 16.48
CEIX - CONSOL Energy Inc. Reduce 53.00% 193,969 8.50
Q1  2024
AMR - Alpha Metallurgical Resources Inc. Add 2.55% 10,044 1.54
ARCH - Arch Resources Inc. Reduce 40.29% 94,686 7.06
HCC - Warrior Met Coal Inc. Reduce 25.24% 158,949 4.47
CEIX - CONSOL Energy Inc. Reduce 0.81% 3,000 0.12
Q4  2023
ARCH - Arch Resources Inc. Add 200.36% 156,756 10.49
HCC - Warrior Met Coal Inc. Buy 629,712 15.47
AMR - Alpha Metallurgical Resources Inc. Reduce 10.69% 47,197 6.45
CEIX - CONSOL Energy Inc. Reduce 6.95% 27,563 1.12
Q3  2023
AMR - Alpha Metallurgical Resources Inc. Add 21.75% 78,861 12.07
CEIX - CONSOL Energy Inc. Add 94.90% 193,096 11.94
ARCH - Arch Resources Inc. Buy 78,238 7.87
Q2  2023
CEIX - CONSOL Energy Inc. Buy 203,474 18.80
AMR - Alpha Metallurgical Resources Inc. Buy 362,649 81.20
SRG - Seritage Growth Properties Sell 100.00% 3,375 0.02
BN - Brookfield Corp. Sell 100.00% 772,579 20.76
MU - Micron Technology Inc. Sell 100.00% 1,592,134 79.22
Q1  2023
BN - Brookfield Corp. Add 8.46% 60,260 1.62
MU - Micron Technology Inc. Reduce 14.44% 268,678 13.37
BAM - Brookfield Asset Management Sell 100.00% 178,077 4.23
Q4  2022
MU - Micron Technology Inc. Add 2.03% 37,000 1.53
BN - Brookfield Corp. Add 295.07% 532,016 13.88
BAM - Brookfield Asset Management Buy 178,077 4.23
Q3  2022
BN - Brookfield Corp. Buy 180,303 7.46
Q2  2022
SRG - Seritage Growth Properties Reduce 81.71% 15,076 0.09
Q1  2022
SRG - Seritage Growth Properties Reduce 99.48% 3,503,667 30.38
Q4  2021
MU - Micron Technology Inc. Add 15.49% 244,662 10.52
SRG - Seritage Growth Properties Reduce 25.59% 1,211,000 7.42
BABA - Alibaba Group Holdings Sell 100.00% 57,347 4.45
Q3  2021
MU - Micron Technology Inc. Add 1.75% 27,150 1.01
BABA - Alibaba Group Holdings Reduce 77.83% 201,374 15.63
Q2  2021
BABA - Alibaba Group Holdings Add 53.23% 89,878 7.34
Q1  2021
BABA - Alibaba Group Holdings Buy 168,843 14.61
MU - Micron Technology Inc. Reduce 14.74% 268,322 9.03
SRG - Seritage Growth Properties Reduce 0.00% 31 0.00
Q4  2020
SRG - Seritage Growth Properties Add 0.00% 31 0.00
Q3  2020
MU - Micron Technology Inc. Add 0.00% 74 0.00
Q2  2020
MU - Micron Technology Inc. Add 0.89% 16,049 0.56
SRG - Seritage Growth Properties Buy 4,733,118 36.52
STLA - Stellantis N.V. Sell 100.00% 680,045 6.05
Q1  2020
STLA - Stellantis N.V. Reduce 91.76% 7,570,666 67.35
MU - Micron Technology Inc. Reduce 1.31% 23,877 1.24
EAF - GrafTech International Ltd. Sell 100.00% 4,450,134 19.07
Q4  2019
MU - Micron Technology Inc. Add 1.90% 34,141 0.68
EAF - GrafTech International Ltd. Reduce 19.78% 1,096,967 4.70
STLA - Stellantis N.V. Reduce 5.79% 506,752 2.74
Q3  2019
MU - Micron Technology Inc. Add 0.46% 8,190 0.13
EAF - GrafTech International Ltd. Add 34.52% 1,423,563 6.97
STLA - Stellantis N.V. Reduce 31.93% 4,108,584 20.36
Q2  2019
MU - Micron Technology Inc. Add 5.09% 86,480 1.13
EAF - GrafTech International Ltd. Buy 4,123,538 16.12
STLA - Stellantis N.V. Reduce 1.82% 239,000 1.12
Q1  2019
STLA - Stellantis N.V. Add 0.05% 6,657 0.04
MU - Micron Technology Inc. Add 210.74% 1,152,418 17.99
Q4  2018
MU - Micron Technology Inc. Buy 546,847 8.39
STLA - Stellantis N.V. Reduce 0.08% 10,920 0.08
Q3  2018
RACE - Ferrari NV Sell 100.00% 398,138 17.94
Q1  2018
LUV - Southwest Airlines Sell 100.00% 300,975 5.11
AER - AerCap Holdings N.V. Sell 100.00% 807,721 11.01
GOOG - Alphabet Inc. CL C Sell 100.00% 916,560 12.43
Q4  2017
GOOG - Alphabet Inc. CL C Reduce 30.80% 408,000 5.53
AER - AerCap Holdings N.V. Reduce 22.87% 239,439 3.26
Q3  2017
AER - AerCap Holdings N.V. Add 4.72% 47,225 0.58
GM.WS.B - General Motors WTS B Sell 100.00% 6,079,051 26.13
Q2  2017
GM.WS.B - General Motors WTS B Add 0.42% 25,229 0.11
STLA - Stellantis N.V. Add 1.45% 187,180 0.49
AER - AerCap Holdings N.V. Add 22.06% 180,750 2.08
SRG - Seritage Growth Properties Sell 100.00% 27,002 0.30
Q1  2017
STLA - Stellantis N.V. Add 7.94% 950,200 2.67
GM.WS.B - General Motors WTS B Add 8.51% 474,985 2.18
AER - AerCap Holdings N.V. Add 21.96% 147,500 1.74
SRG - Seritage Growth Properties Reduce 94.90% 502,111 5.58
GOOG - Alphabet Inc. CL C Reduce 4.28% 59,200 0.63
Q4  2016
AER - AerCap Holdings N.V. Add 7.61% 47,525 0.57
LUV - Southwest Airlines Reduce 41.24% 211,245 3.03
RACE - Ferrari NV Reduce 41.03% 277,000 4.65
STLA - Stellantis N.V. Reduce 13.07% 1,800,000 4.73
GM.WS.B - General Motors WTS B Reduce 6.78% 405,610 2.01
BRK.B - Berkshire Hathaway CL B Sell 100.00% 47,400 2.03
Q3  2016
LUV - Southwest Airlines Buy 512,220 5.89
RACE - Ferrari NV Reduce 36.85% 393,900 6.05
BRK.B - Berkshire Hathaway CL B Reduce 34.62% 25,100 1.07
STLA - Stellantis N.V. Reduce 0.09% 13,000 0.02
Q2  2016
AER - AerCap Holdings N.V. Buy 624,160 7.08
RACE - Ferrari NV Reduce 16.30% 208,154 2.86
SRG - Seritage Growth Properties Reduce 0.29% 1,540 0.03
GM.WS.B - General Motors WTS B Reduce 0.03% 2,001 0.01
BRK.B - Berkshire Hathaway CL B Reduce 0.01% 6 0.00
STLA - Stellantis N.V. Reduce 0.01% 1,000 0.00
NXEO - Nexeo Solutions Inc. Sell 100.00% 35,890 0.10
NXEOU - Nexeo Solutions Inc. UN Sell 100.00% 990,534 3.01
Q1  2016
NXEOU - Nexeo Solutions Inc. UN Add 10.63% 95,160 0.29