Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $246.90M

Positions: 5

Period: 2024-09-30

Filed: 2024-11-13

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 Q3 2024 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $246.90M across 5 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: AMR$113.30M·CEIXEUR$80.65M·HCC$44.63M·ARCH1USD$4.28M·DANAOS CORPORATION$4.04M

+1 new3 increased1 reduced

Holdings Heatmap

AMR45.9% · $113.30M+6.8%CEIXEUR32.7% · $80.65M+347.9%HCC18.1% · $44.63M+48.1%

ARCH1USD1.7% · $4.28M-92.1%Y1968P1.6% · $4.04MNew

Top 5 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds3

CONSOL ENERGY INC NEW

ALPHA METALLURGICAL RESOUR I

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	AMRALPHA METALLURGICAL RESOUR I	$113.30M	479,698	45.89%	+6.8%
2	CEIXEURCONSOL ENERGY INC NEW	$80.65M	770,642	32.66%	+347.9%
3	HCCWARRIOR MET COAL INC	$44.63M	698,407	18.08%	+48.1%
4	ARCH1USDARCH RESOURCES INC	$4.28M	31,002	1.73%	-92.1%
5	DANAOS CORPORATION	$4.04M	46,590	1.64%	New

Position Changes

Stock	Value	Shares
DANAOS CORPORATION	$4.04M	46,590

Follow Dalal Street, LLC's moves

Get alerts when Dalal Street, LLC files new 13F holdings.