Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $232.83M

Positions: 4

Period: 2024-06-30

Filed: 2024-08-13

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

New positions

Added to

Trimmed

Exited

Dalal Street, LLC Q2 2024 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $232.83M across 4 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: AMR$125.95M·ARCH1USD$59.73M·HCC$29.60M·CEIXEUR$17.55M

Holdings Heatmap

AMR54.1% · $125.95M+11.0%ARCH1USD25.7% · $59.73M+179.7%HCC12.7%+0.2%CEIXEUR7.5%-53.0%

Top 4 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds3

ALPHA METALLURGICAL RESOUR I

Largest Reductions1

CONSOL ENERGY INC NEW

$17.55M

-53.0%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	AMRALPHA METALLURGICAL RESOUR I	$125.95M	448,960	54.09%	+11.0%
2	ARCH1USDARCH RESOURCES INC	$59.73M	392,388	25.66%	+179.7%
3	HCCWARRIOR MET COAL INC	$29.60M	471,519	12.71%	+0.2%
4	CEIXEURCONSOL ENERGY INC NEW	$17.55M	172,038	7.54%	-53.0%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
AMRALPHA METALLURGICAL RESOUR I	$125.95M	448,960	+44.6K	+11.0%
ARCH1USDARCH RESOURCES INC	$59.73M	392,388	+252.1K	+179.7%
HCCWARRIOR MET COAL INC	$29.60M	471,519	+756	+0.2%

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