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WEST LAKE HILLS, TX · CIK 0001549575
Portfolio Value
$422.89M
Positions
5
New
0
Increased
2
Decreased
2
Sold Out
1
Source: SEC 13F-HR filing filed on 2026-05-14 ·View on SEC.gov →
Top 5 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | HCCWARRIOR MET COAL INC | $168.68M | 39.89% | +0.6% |
| 2 | RIGTRANSOCEAN LTD | $135.20M | 31.97% | -24.6% |
| 3 | AMRALPHA METALLURGICAL RESOUR I | $119.00M | 28.14% | +6.8% |
| 4 | NENOBLE CORP PLC | $0 | 0.00% | - |
| 5 | VALVALARIS LTD | $0 | 0.00% | -100.0% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| HCCWARRIOR MET COAL INC | $168.68M | 1,810,831 | +0.6% |
| AMRALPHA METALLURGICAL RESOUR I | $119.00M | 579,738 | +6.8% |
As of Q1 2026, Dalal Street, LLC reported a portfolio value of $422.89M across 5 positions in their 13F filing.
Dalal Street, LLC's largest holding is HCC with a position worth $168.68M. Their top holdings include HCC, RIG, AMR, NE, VAL.
In Q1 2026, Dalal Street, LLC made the following changes to their portfolio: 1 position sold out, 2 positions increased, 2 positions reduced.
Dalal Street, LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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