Dalal Street, LLC
Dalal Street, LLC reported 4 US-listed holdings worth $326.7 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Warrior Met Coal, Inc. (43.3%), Transocean Ltd (30.5%) and Alpha Metallurgical Resources, Inc. (26.1%). Against the quarter before, it opened 1 position, added to 0, trimmed 2 and sold out of 0.
Reported holdings$326.7M-22.7% on Q1 2026
Positions4+1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
OpenedHeldTrimmed
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 1Held 1Trimmed 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Kaspi KZ JSC KSPI$147,461
Trimmed 2
- Alpha Metallurgical Resources, Inc. AMR-62,544 shares · -11%
- Warrior Met Coal, Inc. HCC-66,781 shares · -4%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Warrior Met Coal, Inc. HCC | 1,744,050 | $141.5 million | 43.32% | -66,781 |
| Transocean Ltd RIG | 20,398,659 | $99.7 million | 30.53% | +5,987 |
| Alpha Metallurgical Resources, Inc. AMR | 517,194 | $85.3 million | 26.11% | -62,544 |
| Kaspi KZ JSC KSPI | 1,702 | $147,461 | 0.05% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.