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Dalal Street, LLC

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

Dalal Street, LLC reported $253,439,237 across 3 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001549575-25-000002

Period
2024-12-31
Reported value
$253M
Holdings
3
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HCCadded+1,006,263$54.6M
AMRadded+7,553$1.51M

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
CONSOL ENERGY INC NEWreduced-175,692-$18.7M
ARCH RESOURCES INCexited-31,002-$4.28M
DACexited-46,590-$4.04M

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, Q4 2024

Share positions as resolved from 13F-HR 0001549575-25-000002, largest first. % of portfolio is the value over $253,439,237, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,698 shares; 2024Q4: 487,251 shares 487,251$97.5M38.47%+7,553Timeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,407 shares; 2024Q4: 1,704,670 shares 1,704,670$92.5M36.48%+1,006,263Timeline
CONSOL ENERGY INC NEWCONSOL ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,642 shares; 2024Q4: 594,950 shares 594,950$63.5M25.04%-175,692

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ARCH RESOURCES INCARCH RESOURCES INC31,002$4.28Mshares
DACDANAOS CORPORATION46,590$4.04Mshares

How Q4 2024 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 0001549575-25-000002 base2025-02-13acceptance time not in the bulk data set