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Dalal Street, LLC

Portfolio Manager
Dalal Street, LLC
Performance
+26.60% (2025 Q4)
AUM (13F)
$422.89M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%

Dalal Street, LLC Holdings Map

Top 3 Dalal Street, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HCC
WARRIOR MET COAL INC
39.89%1.81M$168.7M
+0.61%(+11.00K)
2025-Q1: 1.80M shares2025-Q2: 1.80M shares2025-Q3: 1.80M shares2025-Q4: 1.80M shares2026-Q1: 1.81M shares
$58.58(+46.58%)
2026-03-31
RIG
TRANSOCEAN LTD
31.97%20.39M$135.2M
-24.58%(-6.65M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 24.44M shares2025-Q4: 27.04M shares2026-Q1: 20.39M shares
$2.93(+135.92%)
2026-03-31
AMR
ALPHA METALLURGICAL RESOUR I
28.14%579.7K$119.0M
+6.77%(+36.74K)
2025-Q1: 414.6K shares2025-Q2: 460.3K shares2025-Q3: 532.0K shares2025-Q4: 543.0K shares2026-Q1: 579.7K shares
$179.29(+1.47%)
2026-03-31

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