Institutions / Dalal Street, LLC
Dalal Street, LLC
CIK 1549575 · Institution · as of Dec 31, 2025
Portfolio value
$402.04M
Positions
4
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Warrior Met Coal, Inc. | $158.69M | 39.5% |
| Transocean Ltd. | $111.68M | 27.8% |
| Alpha Metallurgical Resources, Inc. | $108.53M | 27.0% |
| Valaris Ltd | $23.14M | 5.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.