Dalal Street, LLC Q4 2024 13F Holdings & Portfolio | SmartMoneyDB

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $253.44M

Positions: 3

Period: 2024-12-31

Filed: 2025-02-13

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

Portfolio Value

$253.44M

Positions

New

Increased

Decreased

Sold Out

Dalal Street, LLC Q4 2024 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $253.44M across 3 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: AMR$97.51M·HCC$92.46M·CEIXEUR$63.47M

2 increased1 reduced2 exits

Holdings Heatmap

AMR38.5% · $97.51M+1.6%HCC36.5% · $92.46M+144.1%CEIXEUR25.0% · $63.47M-22.8%

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

Largest Trades This Quarter

Largest Adds2

ALPHA METALLURGICAL RESOUR I

$97.51M

+1.6%

Largest Reductions1

CEIXEUR

CONSOL ENERGY INC NEW

Exits2

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	AMRALPHA METALLURGICAL RESOUR I	$97.51M	487,251	38.47%	+1.6%
2	HCCWARRIOR MET COAL INC	$92.46M	1,704,670	36.48%	+144.1%
3	CEIXEURCONSOL ENERGY INC NEW	$63.47M	594,950	25.04%	-22.8%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
AMRALPHA METALLURGICAL RESOUR I	$97.51M	487,251	+7.6K	+1.6%
HCCWARRIOR MET COAL INC	$92.46M	1,704,670	+1.01M	+144.1%

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