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Dalal Street, LLC

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13F filer, CIK 1549575, WEST LAKE HILLS, TX

Dalal Street, LLC reported $326,749,980 across 4 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001549575-26-000015

Period
2026-06-30
Reported value
$327M
Holdings
4
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KSPInew+1,702$147K
RIGadded+5,987$29.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMRreduced-62,544-$10.3M
HCCreduced-66,781-$5.42M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001549575-26-000015, largest first. % of portfolio is the value over $326,749,980, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698,407 shares; 2024Q4: 1,704,670 shares; 2025Q1: 1,799,580 shares; 2025Q2: 1,799,745 shares; 2025Q3: 1,799,831 shares; 2025Q4: 1,799,831 shares; 2026Q1: 1,810,831 shares; 2026Q2: 1,744,050 shares 1,744,050$142M43.32%-66,781Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,442,332 shares; 2025Q4: 27,040,133 shares; 2026Q1: 20,392,672 shares; 2026Q2: 20,398,659 shares 20,398,659$99.7M30.53%+5,987Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,698 shares; 2024Q4: 487,251 shares; 2025Q1: 414,616 shares; 2025Q2: 460,327 shares; 2025Q3: 532,000 shares; 2025Q4: 543,000 shares; 2026Q1: 579,738 shares; 2026Q2: 517,194 shares 517,194$85.3M26.11%-62,544Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,702 shares 1,702$147K0.05%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001549575-26-000015 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001549575-26-000015 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001549575-26-000009 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001549575-26-000002 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001549575-25-000012 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001549575-25-000006 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001549575-25-000004 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001549575-25-000002 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001549575-24-000013 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001549575-24-000009 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001549575-24-000007 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001549575-24-000005 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001549575-23-000017 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001549575-23-000014 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0001549575-23-000008 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001549575-23-000004 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001549575-22-000016 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001549575-22-000013 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001549575-22-000010 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001549575-22-000005 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001549575-21-000013 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0001549575-21-000010 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001549575-21-000008 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0001549575-21-000004 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0001549575-20-000012 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0001549575-20-000010 Quarter ended 2020-06-302020-08-13acceptance time not in the bulk data set
13F-HR 0001549575-20-000005 Quarter ended 2020-03-312020-05-14acceptance time not in the bulk data set
13F-HR 0001549575-20-000002 Quarter ended 2019-12-312020-02-13acceptance time not in the bulk data set
13F-HR 0001549575-19-000010 Quarter ended 2019-09-302019-11-13acceptance time not in the bulk data set
13F-HR 0001549575-19-000008 Quarter ended 2019-06-302019-08-13acceptance time not in the bulk data set
13F-HR 0001549575-19-000005 Quarter ended 2019-03-312019-05-14acceptance time not in the bulk data set
13F-HR 0001549575-19-000003 Quarter ended 2018-12-312019-02-13acceptance time not in the bulk data set
13F-HR 0001549575-18-000013 Quarter ended 2018-09-302018-11-13acceptance time not in the bulk data set
13F-HR 0001549575-18-000007 Quarter ended 2018-06-302018-08-13acceptance time not in the bulk data set
13F-HR 0001549575-18-000005 Quarter ended 2018-03-312018-05-14acceptance time not in the bulk data set
13F-HR 0001549575-18-000003 Quarter ended 2017-12-312018-02-13acceptance time not in the bulk data set
13F-HR 0001549575-17-000014 Quarter ended 2017-09-302017-11-13acceptance time not in the bulk data set
13F-HR 0001549575-17-000009 Quarter ended 2017-06-302017-08-11acceptance time not in the bulk data set
13F-HR 0001549575-17-000006 Quarter ended 2017-03-312017-05-12acceptance time not in the bulk data set
13F-HR 0001549575-17-000003 Quarter ended 2016-12-312017-02-13acceptance time not in the bulk data set
13F-HR 0001549575-16-000021 Quarter ended 2016-09-302016-11-10acceptance time not in the bulk data set
13F-HR 0001549575-16-000018 Quarter ended 2016-06-302016-08-12acceptance time not in the bulk data set
13F-HR 0001549575-16-000015 Quarter ended 2016-03-312016-05-13acceptance time not in the bulk data set
13F-HR 0001549575-16-000012 Quarter ended 2015-12-312016-02-12acceptance time not in the bulk data set
13F-HR 0001549575-15-000010 Quarter ended 2015-09-302015-11-12acceptance time not in the bulk data set
13F-HR 0001549575-15-000007 Quarter ended 2015-06-302015-08-11acceptance time not in the bulk data set
13F-HR 0001549575-15-000004 Quarter ended 2015-03-312015-05-12acceptance time not in the bulk data set
13F-HR 0001549575-15-000002 Quarter ended 2014-12-312015-02-12acceptance time not in the bulk data set
13F-HR 0001549575-14-000010 Quarter ended 2014-09-302014-11-12acceptance time not in the bulk data set
13F-HR 0001549575-14-000006 Quarter ended 2014-06-302014-08-13acceptance time not in the bulk data set
13F-HR 0001549575-14-000002 Quarter ended 2014-03-312014-05-13acceptance time not in the bulk data set
13F-HR 0001546927-14-000056 Quarter ended 2013-12-312014-02-13acceptance time not in the bulk data set
13F-HR 0001546927-13-000203 Quarter ended 2013-09-302013-11-12acceptance time not in the bulk data set
13F-HR 0001546927-13-000141 Quarter ended 2013-06-302013-08-12acceptance time not in the bulk data set