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Dalal Street, LLC

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

Dalal Street, LLC reported $234,824,008 across 4 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001549575-25-000004

Period
2025-03-31
Reported value
$235M
Holdings
4
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VALnew+1,427,564$56M
NEnew+1,728,744$41M
HCCadded+94,910$4.53M

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 NEWexited-594,950-$63.5M
AMRreduced-72,635-$9.1M

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, Q1 2025

Share positions as resolved from 13F-HR 0001549575-25-000004, largest first. % of portfolio is the value over $234,824,008, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,407 shares; 2024Q4: 1,704,670 shares; 2025Q1: 1,799,580 shares 1,799,580$85.9M36.57%+94,910Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,427,564 shares 1,427,564$56M23.87%newTimeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,698 shares; 2024Q4: 487,251 shares; 2025Q1: 414,616 shares 414,616$51.9M22.11%-72,635Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,728,744 shares 1,728,744$41M17.45%newTimeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW594,950$63.5Mshares

How Q1 2025 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 0001549575-25-000004 base2025-05-14acceptance time not in the bulk data set