Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $215.70M

Positions: 4

Period: 2024-03-31

Filed: 2024-05-14

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 Q1 2024 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $215.70M across 4 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: AMR$133.91M·CEIXEUR$30.66M·HCC$28.58M·ARCH1USD$22.56M

Holdings Heatmap

AMR62.1% · $133.91M+2.5%CEIXEUR14.2%-0.8%HCC13.2%-25.2%ARCH1USD10.5%-40.3%

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

Largest Trades This Quarter

Largest Adds1

AMR

ALPHA METALLURGICAL RESOUR I

Largest Reductions3

CONSOL ENERGY INC NEW

$30.66M

-0.8%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	AMRALPHA METALLURGICAL RESOUR I	$133.91M	404,357	62.08%	+2.5%
2	CEIXEURCONSOL ENERGY INC NEW	$30.66M	366,007	14.21%	-0.8%
3	HCCWARRIOR MET COAL INC	$28.58M	470,763	13.25%	-25.2%
4	ARCH1USDARCH RESOURCES INC	$22.56M	140,308	10.46%	-40.3%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
AMRALPHA METALLURGICAL RESOUR I	$133.91M	404,357	+10.0K	+2.5%

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