Dalal Street (Mohnish Pabrai) — AMR Trade History
Quarter-by-quarter changes in the ALPHA METALLURGICAL RESOUR I position · CUSIP 020764106
Currently held · 3.3 YearsFirst seen: 2023 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 517,194 | -62,544 | -10.8% | $85.3M | 26.11% |
| 2026 Q1 | 2026-05-14 | Add | 579,738 | 36,738 | +6.8% | $119.0M | 28.14% |
| 2025 Q4 | 2026-02-13 | Add | 543,000 | 11,000 | +2.1% | $108.5M | 27.00% |
| 2025 Q3 | 2025-11-13 | Add | 532,000 | 71,673 | +15.6% | $87.3M | 25.91% |
| 2025 Q2 | 2025-08-13 | Add | 460,327 | 45,711 | +11.0% | $51.8M | 19.06% |
| 2025 Q1 | 2025-05-14 | Reduce | 414,616 | -72,635 | -14.9% | $51.9M | 22.11% |
| 2024 Q4 | 2025-02-13 | Add | 487,251 | 7,553 | +1.6% | $97.5M | 38.47% |
| 2024 Q3 | 2024-11-13 | Add | 479,698 | 30,738 | +6.8% | $113.3M | 45.89% |
| 2024 Q2 | 2024-08-13 | Add | 448,960 | 44,603 | +11.0% | $125.9M | 54.09% |
| 2024 Q1 | 2024-05-14 | Add | 404,357 | 10,044 | +2.5% | $133.9M | 62.08% |
| 2023 Q4 | 2024-02-14 | Reduce | 394,313 | -47,197 | -10.7% | $133.6M | 53.86% |
| 2023 Q3 | 2023-11-13 | Add | 441,510 | 78,861 | +21.7% | $114.7M | 67.60% |
| 2023 Q2 | 2023-08-11 | New | 362,649 | 362,649 | — | $59.6M | 81.20% |
| 2023 Q1 | 2023-05-12 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-13 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-13 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-14 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-11 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.