Dalal Street, LLC

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 ▼
HCChistWARRIOR MET COAL INC39.89Add 1.00%1,810,831$93.15$168.68M
RIGhistTRANSOCEAN LTD31.97Reduce 25.00%20,392,672$6.63$135.20M
AMRhistALPHA METALLURGICAL RESOUR I28.14Add 7.00%579,738$205.27$119.00M
VALhistVALARIS LTD0.00Sell0—$0