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SEC filer: Dalal Street, LLC · quarter ending 2026-03-31 · filed 2026-05-14 · $422.9M across 3 reported positions
| VAL | EXITED | 459,098 → 0 sh | $23.1M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | HCCWARRIOR MET COAL INC | 39.9% | $168.7M | 1,810,831 | SHARES |
| 2 | RIGTRANSOCEAN LTD | 32.0% | $135.2M | 20,392,672 | SHARES |
| 3 | ALPHA METALLURGICAL RESOUR Ino ticker match — as filed | 28.1% | $119.0M | 579,738 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.