Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $169.63M

Positions: 3

Period: 2023-09-30

Filed: 2023-11-13

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 Q3 2023 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $169.63M across 3 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: AMR$114.67M·CEIXEUR$41.60M·ARCH1USD$13.35M

+1 new2 increased

Holdings Heatmap

AMR67.6% · $114.67M+21.7%CEIXEUR24.5% · $41.60M+94.9%ARCH1USD7.9%New

Top 3 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds2

CONSOL ENERGY INC NEW

$41.60M

+94.9%

AMR

ALPHA METALLURGICAL RESOUR I

$114.67M

+21.7%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	AMRALPHA METALLURGICAL RESOUR I	$114.67M	441,510	67.60%	+21.7%
2	CEIXEURCONSOL ENERGY INC NEW	$41.60M	396,570	24.53%	+94.9%
3	ARCH1USDARCH RESOURCES INC	$13.35M	78,238	7.87%	New

Position Changes

Stock	Value	Shares
ARCH1USDARCH RESOURCES INC	$13.35M	78,238

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