Investor: Mohnish Pabrai
Number of Assets: 4
Reporting Period: Q1 - 2025
Holdings at Report: $234,824,008
Return Since Report: +$189,408,640
Return Since Report: +80.66%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Alpha Metallurgical Resources Inc. (AMR) | Equity | -14.91% | 414,616 | 22.11% | $125.25 | $185.77 | $51,930,654 | $77,023,214 | +$25,092,560 | +48.32% |
| Noble Corp. PLC (NE) | Equity | +100% | 1,728,744 | 17.45% | $23.70 | $41.68 | $40,971,233 | $72,054,050 | +$31,082,817 | +75.86% |
| Valaris Limited (VAL) | Equity | +100% | 1,427,564 | 23.87% | $39.26 | $78.56 | $56,046,163 | $112,149,428 | +$56,103,265 | +100.10% |
| Warrior Met Coal Inc. (HCC) | Equity | +5.57% | 1,799,580 | 36.57% | $47.72 | $90.58 | $85,875,958 | $163,005,956 | +$77,129,998 | +89.82% |