Portfolio Update: March

As of March 31 - Updated Monthly

Important: Before considering any investments, please ensure you understand what to expect.

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Year-To-Date Activity

January

• No Activity

February

• Added 131 shares of Alpha Metallurgical Resources (AMR) at $180 on February 2. New position (see Mohnish Pabrai’s Coal Bet).

• Added 130 shares of Core Natural Resources at €87.80 on February 2. New position (see Mohnish Pabrai’s Coal Bet).

• Added 1,494 shares of TUI at €6.69 on February 19. Increase in existing position.

March

• Added 2,829 shares of TUI at €7.09 on March 18. Increase in existing position (I will post my TUI analysis in April).

I provide more details on these moves in the “Notes & Updates” section at the end of this post - including an exciting update on FORIS, my favorite investment.

My Current Portfolio

This is my current portfolio - and your starting point, if you want to mirror my performance going forward. For details, see “How To Use”.

My current portfolio and detailed updates are exclusively available to paid subscribers (find out more). The latest free update is my 2024 performance review.