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DALAL STREET, LLC

AUM: $798.27 M

13-F Portfolio Value: $336.86 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
VAL	VALARIS LTD	15.44%	1,066,255	$52,001,256	-817,522	-43.4%	$48.77	13F
NE	NOBLE CORP PLC	2.01%	239,000	$6,758,920	-1,489,744	-86.17%	$28.28	13F