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DALAL STREET, LLC

AUM: $798.27 M

13-F Portfolio Value: $326.75 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 100.01%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
HCC	WARRIOR MET COAL INC	43.32%	1,744,050	$141,547,098	-66,781	-3.69%	$81.16	13F
RIG	TRANSOCEAN LTD	30.53%	20,398,659	$99,749,443	5,987	0.03%	$4.89	13F
AMR	ALPHA METALLURGICAL RESOUR I	26.11%	517,194	$85,305,978	-62,544	-10.79%	$164.94	13F
KSPI	KASPI KZ JSC	0.05%	1,702	$147,461	1,702	New	$86.64	13F