Mohnish Pabrai
持仓微调Dalal Street, LLC — Mohnish Pabrai 掌管,美股持仓通过 SEC 13F 季度披露
组合市值$422.9M
持仓数3
最新报告期2026-03-31
第一大持仓WARRIOR MET COAL INC
持仓明细
| 标的 | 市值 | 持股数 | 权重 |
|---|---|---|---|
| WARRIOR MET COAL INC93627C101 | $168.7M | 1,810,831 | 39.89% |
| TRANSOCEAN LTDH8817H100 | $135.2M | 20,392,672 | 31.97% |
| ALPHA METALLURGICAL RESOUR I20764106 | $119.0M | 579,738 | 28.14% |
环比变动
新建 (0)
—
清仓 (1)
VALARIS LTD$0
加仓 (2)
WARRIOR MET COAL INC+0.6%
ALPHA METALLURGICAL RESOUR I+6.8%
减仓 (1)
TRANSOCEAN LTD-24.6%
数据来源·SEC EDGAR 13F 截至 2026-05-14