Dalal Street, LLC 13F Holdings

CIK 0001549575 · Irvine, CA

As of Sep 30, 2025, Dalal Street, LLC reported 5 positions worth $336.9M in its SEC Form 13F filing.

Top 5 holdings

SecurityTickerSectorSharesValue% of portfolio
WARRIOR MET COAL INCHCCBasic Materials1,799,831 14.5M34.00%
ALPHA METALLURGICAL RESOURCES INCAMRBasic Materials532,000$87.3M25.91%
TRANSOCEAN LTDRIGEnergy24,442,332$76.3M22.64%
VALARIS LTDVALEnergy1,066,255$52.0M15.44%
NOBLE CORP PLCNEEnergy239,000$6.8M2.01%