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Mohnish Pabrai · quarter digest

What Mohnish Pabrai did in Q2 2024

Pabrai Investment Funds filed 3 moves in Q2 2024: 0 new, 2 add, 1 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q6. Philosophy: Heads I win, tails I don't lose much. Cloning the best.

Adds · 2

Adding to conviction

AMRALPHA METALLURGICAL RESOUR I
ADD +11%·54.1% book·+13
ARCHARCH RESOURCES INC
ADD +180%·25.7% book·+11
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Trims · 1

Taking chips off

CEIXCONSOL ENERGY INC NEW
TRIM -53%·7.5% book·+3
Current top holdings

Mohnish Pabrai’s book, latest snapshot

#TickerWeight
1MU
Micron Technology
24.6%
2STLA
Stellantis
21.3%
3BABA
Alibaba
18.4%
4GOOG
Alphabet
9.7%
5FCAU
Brookfield Reins.
6.5%
Other quarters for Mohnish Pabrai

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.