Dalal Street, LLC

Est. AUM

$422.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WARRIOR MET COAL INC	COM	$168.7M	1810831	39.89%	SOLE
2	TRANSOCEAN LTD	REGISTERED SHS	$135.2M	20392672	31.97%	SOLE
3	ALPHA METALLURGICAL RESOUR I	COM	$119.0M	579738	28.14%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.