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Dalal Street, LLC
Follow
Alert
Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
3
Portfolio value:
$422,885,000
Filed:
May 14, 2026
CIK:
1549575
Stock
Issuer
% of Portfolio
Recent Activity
Shares
Price
Value
▼
HCC
hist
WARRIOR MET COAL INC
39.89
Add 1.00%
1,810,831
$93.15
$168.68M
RIG
hist
TRANSOCEAN LTD
31.97
Reduce 25.00%
20,392,672
$6.63
$135.20M
AMR
hist
ALPHA METALLURGICAL RESOUR I
28.14
Add 7.00%
579,738
$205.27
$119.00M
VAL
hist
VALARIS LTD
0.00
Sell
0
—
$0