Alpha Metallurgical (AMR): Mohnish Pabrai discloses 603,358-share, 4.76% position
Rhea-AI Filing Summary
Mohnish Pabrai, as portfolio manager with investment discretion over client and nonprofit accounts managed by Dalal Street LLC and Dhandho Funds LLC, reports beneficial ownership of 603,358 shares of Alpha Metallurgical Resources, Inc. common stock, representing 4.76% of the class as of June 30, 2026.
All 603,358 shares are reported with shared voting and dispositive power, with no shares held with sole voting or dispositive power. The position is reported as ownership of 5 percent or less of Alpha Metallurgical Resources’ common stock.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 603,358 shares
Percent of class: 4.76%
Shared voting power: 603,358 shares
+2 more
5 metrics
Beneficially owned shares
603,358 shares
Common stock of Alpha Metallurgical Resources beneficially owned by Mohnish Pabrai
Percent of class
4.76%
Portion of Alpha Metallurgical Resources common stock class beneficially owned
Shared voting power
603,358 shares
Shares over which Mohnish Pabrai has shared power to vote or direct the vote
Sole voting power
0 shares
Shares over which Mohnish Pabrai has sole power to vote
Shared dispositive power
603,358 shares
Shares over which Mohnish Pabrai has shared power to dispose or direct disposition
Key Terms
beneficial ownership, shared voting power, dispositive power, investment discretion, +1 more
5 terms
beneficial ownership financial
"Mr. Pabrai is deemed to have beneficial ownership of the securities held in such accounts"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
dispositive power financial
"Shared power to dispose or to direct the disposition of: 603,358"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
investment discretion financial
"serves as portfolio manager and exercises investment discretion over client accounts"
investment adviser financial
"Dalal Street LLC and Dhandho Funds LLC, each of which is an investment adviser"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
FAQ
Does Mohnish Pabrai have sole voting power over any Alpha Metallurgical Resources (AMR) shares?
No, Mohnish Pabrai reports 0 shares with sole voting power in Alpha Metallurgical Resources. Instead, he reports 603,358 shares with shared voting power and the same number with shared dispositive power through managed accounts.
Is Mohnish Pabrai still a 5% or greater beneficial owner of Alpha Metallurgical Resources (AMR)?
No, the Schedule 13G/A indicates ownership of 5 percent or less of Alpha Metallurgical Resources’ common stock. The reported beneficial ownership is 4.76%, corresponding to 603,358 shares held with shared voting and dispositive power.
Through which entities does Mohnish Pabrai manage Alpha Metallurgical Resources (AMR) holdings?
Mohnish Pabrai manages the Alpha Metallurgical Resources holdings via client accounts of Dalal Street LLC and Dhandho Funds LLC, both investment advisers, and certain nonprofit and other accounts over which he has investment discretion and an economic interest.
What type of power does Mohnish Pabrai report over his Alpha Metallurgical Resources (AMR) shares?
He reports shared voting power and shared dispositive power over 603,358 Alpha Metallurgical Resources shares, and no sole voting or sole dispositive power, reflecting his investment-discretion role over multiple managed accounts.
AI-generated analysis. How Rhea-AI works. Not financial advice.