Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $73.40M

Positions: 2

Period: 2023-06-30

Filed: 2023-08-11

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

New positions

Added to

Trimmed

Exited

Dalal Street, LLC Q2 2023 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $73.40M across 2 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: AMR$59.61M·CEIXEUR$13.80M

+2 new3 exits

Holdings Heatmap

AMR81.2% · $59.61MNew CEIXEUR18.8% · $13.80MNew

Top 2 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions2

AMR

ALPHA METALLURGICAL RESOUR I

$59.61M

New

CEIXEUR

CONSOL ENERGY INC NEW

Exits3

MICRON TECHNOLOGY INC

Sold

SRG

SERITAGE GROWTH PPTYS

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	AMRALPHA METALLURGICAL RESOUR I	$59.61M	362,649	81.20%	New
2	CEIXEURCONSOL ENERGY INC NEW	$13.80M	203,474	18.80%	New

Position Changes

Stock	Value	Shares
AMRALPHA METALLURGICAL RESOUR I	$59.61M	362,649
CEIXEURCONSOL ENERGY INC NEW	$13.80M	203,474

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