Dalal Street, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$422.9M
Q ending 2026-03-31
Prior quarter
$402.0M
Q ending 2025-12-31
Change
+5.2% QoQ · +80.1% YoY
Positions
3
reported holdings

Largest positions

All 3 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Warrior Met Coal IncHCCShares$168.7M1.8M
Transocean LtdShares$135.2M20.4M
Alpha Metallurgical Resour IAMRShares$119.0M580K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.