Mohnish Pabrai - Pabrai Investments
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q3  2024 | ≡ | CEIX - CONSOL Energy Inc. | Add 347.95% | 598,604 | 25.37 | ≡ | HCC - Warrior Met Coal Inc. | Add 48.12% | 226,888 | 5.87 | ≡ | AMR - Alpha Metallurgical Resources Inc. | Add 6.85% | 30,738 | 2.94 | ≡ | DAC - Danaos Corp. | Buy | 46,590 | 1.64 |
Q2  2024 | ≡ | ARCH - Arch Resources Inc. | Add 179.66% | 252,080 | 16.48 | ≡ | AMR - Alpha Metallurgical Resources Inc. | Add 11.03% | 44,603 | 5.37 | ≡ | HCC - Warrior Met Coal Inc. | Add 0.16% | 756 | 0.02 |
Q1  2024 | ≡ | AMR - Alpha Metallurgical Resources Inc. | Add 2.55% | 10,044 | 1.54 |
Q4  2023 | ≡ | ARCH - Arch Resources Inc. | Add 200.36% | 156,756 | 10.49 | ≡ | HCC - Warrior Met Coal Inc. | Buy | 629,712 | 15.47 |
Q3  2023 | ≡ | CEIX - CONSOL Energy Inc. | Add 94.90% | 193,096 | 11.94 | ≡ | AMR - Alpha Metallurgical Resources Inc. | Add 21.75% | 78,861 | 12.07 | ≡ | ARCH - Arch Resources Inc. | Buy | 78,238 | 7.87 |
Q2  2023 | ≡ | AMR - Alpha Metallurgical Resources Inc. | Buy | 362,649 | 81.20 | ≡ | CEIX - CONSOL Energy Inc. | Buy | 203,474 | 18.80 |
Q1  2023 | ≡ | BN - Brookfield Corp. | Add 8.46% | 60,260 | 1.62 |
Q4  2022 | ≡ | BN - Brookfield Corp. | Add 295.07% | 532,016 | 13.88 | ≡ | MU - Micron Technology Inc. | Add 2.03% | 37,000 | 1.53 | ≡ | BAM - Brookfield Asset Management | Buy | 178,077 | 4.23 |
Q3  2022 | ≡ | BN - Brookfield Corp. | Buy | 180,303 | 7.46 |
Q4  2021 | ≡ | MU - Micron Technology Inc. | Add 15.49% | 244,662 | 10.52 |
Q3  2021 | ≡ | MU - Micron Technology Inc. | Add 1.75% | 27,150 | 1.01 |
Q2  2021 | ≡ | BABA - Alibaba Group Holdings | Add 53.23% | 89,878 | 7.34 |
Q1  2021 | ≡ | BABA - Alibaba Group Holdings | Buy | 168,843 | 14.61 |
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 |
Q4  2019 | ≡ | MU - Micron Technology Inc. | Add 1.90% | 34,141 | 0.68 |
Q3  2019 | ≡ | EAF - GrafTech International Ltd. | Add 34.52% | 1,423,563 | 6.97 | ≡ | MU - Micron Technology Inc. | Add 0.46% | 8,190 | 0.13 |
Q2  2019 | ≡ | MU - Micron Technology Inc. | Add 5.09% | 86,480 | 1.13 | ≡ | EAF - GrafTech International Ltd. | Buy | 4,123,538 | 16.12 |
Q1  2019 | ≡ | MU - Micron Technology Inc. | Add 210.74% | 1,152,418 | 17.99 | ≡ | STLA - Stellantis N.V. | Add 0.05% | 6,657 | 0.04 |
Q4  2018 | ≡ | MU - Micron Technology Inc. | Buy | 546,847 | 8.39 |
Q3  2017 | ≡ | AER - AerCap Holdings N.V. | Add 4.72% | 47,225 | 0.58 |
Q2  2017 | ≡ | AER - AerCap Holdings N.V. | Add 22.06% | 180,750 | 2.08 | ≡ | STLA - Stellantis N.V. | Add 1.45% | 187,180 | 0.49 | ≡ | GM.WS.B - General Motors WTS B | Add 0.42% | 25,229 | 0.11 |
Q1  2017 | ≡ | AER - AerCap Holdings N.V. | Add 21.96% | 147,500 | 1.74 | ≡ | GM.WS.B - General Motors WTS B | Add 8.51% | 474,985 | 2.18 | ≡ | STLA - Stellantis N.V. | Add 7.94% | 950,200 | 2.67 |
Q4  2016 | ≡ | AER - AerCap Holdings N.V. | Add 7.61% | 47,525 | 0.57 |
Q3  2016 | ≡ | LUV - Southwest Airlines | Buy | 512,220 | 5.89 |
Q2  2016 | ≡ | AER - AerCap Holdings N.V. | Buy | 624,160 | 7.08 |
Q1  2016 | ≡ | NXEOU - Nexeo Solutions Inc. UN | Add 10.63% | 95,160 | 0.29 | ≡ | RACE - Ferrari NV | Buy | 1,277,192 | 15.39 | ≡ | SRG - Seritage Growth Properties | Buy | 530,653 | 7.68 |
Q4  2015 | ≡ | BRK.B - Berkshire Hathaway CL B | Buy | 87,006 | 3.03 |
Q3  2015 | ≡ | GM.WS.B - General Motors WTS B | Add 0.03% | 1,770 | 0.01 |
Q2  2015 | ≡ | GOOG - Alphabet Inc. CL C | Add 0.27% | 3,760 | 0.02 | ≡ | NXEOU - Nexeo Solutions Inc. UN | Add 0.01% | 100 | 0.00 |
Q1  2015 | ≡ | NXEOU - Nexeo Solutions Inc. UN | Add 227.47% | 1,031,650 | 2.58 | ≡ | PKX - POSCO | Add 225.97% | 681,910 | 8.91 | ≡ | NXEO - Nexeo Solutions Inc. | Add 26.34% | 64,716 | 0.15 |
Q4  2014 | ≡ | NXEOU - Nexeo Solutions Inc. UN | Add 2982.99% | 438,827 | 1.13 | ≡ | NXEO - Nexeo Solutions Inc. | Add 497.10% | 204,526 | 0.47 | ≡ | GM - General Motors | Add 1.96% | 457 | 0.00 | ≡ | STLA - Stellantis N.V. | Buy | 13,908,569 | 35.67 | ≡ | GOOG - Alphabet Inc. CL C | Buy | 1,380,000 | 8.04 |
Q3  2014 | ≡ | NXEO - Nexeo Solutions Inc. | Buy | 41,144 | 0.12 | ≡ | NXEOU - Nexeo Solutions Inc. UN | Buy | 14,711 | 0.05 |
Q2  2014 | ≡ | PKX - POSCO | Buy | 977,634 | 19.64 |
Q1  2014 | ≡ | BRK.B - Berkshire Hathaway CL B | Buy | 7,025 | 0.24 | ≡ | GM - General Motors | Buy | 23,305 | 0.22 |
Q4  2013 | ≡ | ZINC - Horsehead Holding Corp. | Add 24.92% | 1,263,296 | 5.03 |
Q2  2013 | ≡ | ZINC - Horsehead Holding Corp. | Add 141.97% | 2,974,719 | 11.75 | ≡ | EXE - Expand Energy Corp. | Add 1.68% | 269 | 0.34 |
Q1  2013 | ≡ | EXE - Expand Energy Corp. | Add 1.85% | 291 | 0.44 |
Q4  2012 | ≡ | ZINC - Horsehead Holding Corp. | Add 13.87% | 255,181 | 0.82 | ≡ | EXE - Expand Energy Corp. | Add 5.77% | 860 | 0.90 |
Q3  2012 | ≡ | EXE - Expand Energy Corp. | Add 196.90% | 9,894 | 13.65 | ≡ | GM - General Motors | Add 2.09% | 46,650 | 0.39 |
Q2  2012 | ≡ | GM - General Motors | Buy | 2,237,000 | 18.34 | ≡ | EXE - Expand Energy Corp. | Buy | 5,025 | 7.77 |
Q1  2012 | ≡ | C - Citigroup Inc. | Add 257.13% | 1,301,386 | 14.64 | ≡ | BAC - Bank of America Corp. | Add 251.22% | 5,366,014 | 15.81 | ≡ | GS - Goldman Sachs Group | Add 135.64% | 291,344 | 11.16 |
Q4  2011 | ≡ | BRK.B - Berkshire Hathaway CL B | Add 4599.92% | 435,474 | 14.10 | ≡ | ZINC - Horsehead Holding Corp. | Add 36.65% | 497,503 | 1.90 | ≡ | WFC - Wells Fargo | Add 13.22% | 161,900 | 1.89 | ≡ | TEX - Terex Corp. | Buy | 2,267,112 | 13.00 | ≡ | DTV - DIRECTV Group Inc. | Buy | 398,341 | 7.23 | ≡ | C - Citigroup Inc. | Buy | 506,124 | 5.65 |
Q3  2011 | ≡ | WFC - Wells Fargo | Add 227.20% | 850,686 | 7.95 | ≡ | GS - Goldman Sachs Group | Add 25.60% | 59,098 | 2.17 | ≡ | BAC - Bank of America Corp. | Buy | 7,053,551 | 16.73 |
Q2  2011 | ≡ | BRK.B - Berkshire Hathaway CL B | Add 198.91% | 6,566 | 0.19 | ≡ | GS - Goldman Sachs Group | Add 108.21% | 119,971 | 5.83 | ≡ | PKX - POSCO | Add 9.95% | 6,400 | 0.25 | ≡ | BWIN - The Baldwin Group Inc. | Buy | 241,573 | 0.87 | ≡ | HNR - Harvest Natural Resources Inc. | Buy | 17,850 | 0.29 |
Q1  2011 | ≡ | WFC - Wells Fargo | Add 0.63% | 2,357 | 0.02 | ≡ | BPO - Brookfield Office Properties | Add 0.01% | 133 | 0.00 |
Q4  2010 | ≡ | PKX - POSCO | Add 167.44% | 133,544 | 4.40 | ≡ | POT - Potash Corp. of Saskatchewan Inc. | Add 0.90% | 9,000 | 0.14 | ≡ | BIP - Brookfield Infrastructure Partners | Buy | 2,654,640 | 11.39 |
Q3  2010 | ≡ | TEX - Terex Corp. | Add 4.90% | 26,000 | 0.20 | ≡ | WFC - Wells Fargo | Add 2.86% | 10,700 | 0.09 |