Mohnish Pabrai — Holdings

3 positions · AUM $423M

TickerCompanyValueWeightMkt CapP/EEV/FCFROICRev 5YFCF M%Gross M%Day %
HCCWarrior Met Coal Inc.169M39.89%—77.7x18.6x2.5%————
RIGTransocean Ltd.135M31.97%———-36.0%4.7%15.8%——
AMRAlpha Metallurgical Resources Inc.119M28.14%—-36.9x107.8x-4.0%8.5%0.8%——