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Dalal Street, LLC

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

Dalal Street, LLC reported $336,857,377 across 5 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001549575-25-000012

Period
2025-09-30
Reported value
$337M
Holdings
5
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RIGnew+24,442,332$76.3M
AMRadded+71,673$11.8M
HCCadded+86$5.47K

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
NEreduced-1,489,744-$42.1M
VALreduced-817,522-$39.9M
ANexited-61,000-$12.1M

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, Q3 2025

Share positions as resolved from 13F-HR 0001549575-25-000012, largest first. % of portfolio is the value over $336,857,377, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,407 shares; 2024Q4: 1,704,670 shares; 2025Q1: 1,799,580 shares; 2025Q2: 1,799,745 shares; 2025Q3: 1,799,831 shares 1,799,831$115M34%+86Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,698 shares; 2024Q4: 487,251 shares; 2025Q1: 414,616 shares; 2025Q2: 460,327 shares; 2025Q3: 532,000 shares 532,000$87.3M25.91%+71,673Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,442,332 shares 24,442,332$76.3M22.64%newTimeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,427,564 shares; 2025Q2: 1,883,777 shares; 2025Q3: 1,066,255 shares 1,066,255$52M15.44%-817,522Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,728,744 shares; 2025Q2: 1,728,744 shares; 2025Q3: 239,000 shares 239,000$6.76M2.01%-1,489,744Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ANAUTONATION INC61,000$12.1Mshares

How Q3 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 0001549575-25-000012 base2025-11-13acceptance time not in the bulk data set