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DALAL STREET, LLC

AUM: $798.27 M

13-F Portfolio Value: $422.89 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
HCC	WARRIOR MET COAL INC	39.89%	1,810,831	$168,678,908	11,000	0.61%	$93.15	13F
RIG	TRANSOCEAN LTD	31.97%	20,392,672	$135,203,415	-6,647,461	-24.58%	$6.63	13F
AMR	ALPHA METALLURGICAL RESOUR I	28.14%	579,738	$119,002,819	36,738	6.77%	$205.27	13F
VAL	VALARIS LTD				-459,098	Exited		13F