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Mohnish PabraivsThird Avenue Management LLC

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Mohnish Pabrai
Dalal Street, LLC
AUM
$402M
Positions
4
Shared %
45.2%
Whale B
Third Avenue Management LLC
Third Avenue Management LLC
AUM
$550M
Positions
51
Shared %
14.7%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockMohnish weightThird weightMohnish valueThird value
HCC · Warrior Met Coal Inc.39.5%9.3%$159M$51M
VAL · Valaris Ltd.5.8%5.4%$23M$29M
Unique to Mohnish Pabrai
Top 10 by value held — not in the other's portfolio
StockWeightValue
RIG · Transocean Ltd.27.8%$112M
AMR · Alpha Metallurgical Resour I27.0%$109M
Unique to Third Avenue Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
TDW · Tidewater Inc. New8.0%$44M
BCC · Boise Cascade Co. Del5.8%$32M
BN · Brookfield Corp.4.6%$25M
CBRE · Cbre Group Inc.4.3%$24M
FPH · Five Point Holdings LLC4.2%$23M
PLD · Prologis Inc.3.4%$19M
ROG · Rogers Corp.3.3%$18M
LEN · Lennar Corp.2.6%$14M
DB · Deutsche Bank A G2.4%$13M
UHAL · U Haul Holding Company2.2%$12M
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★ WatchlistData from SEC EDGAR · whalstreet.com